Available Reports

Available Reports on the Standard Plan

Available Reports only on the Gold Plan 

We understand the importance of gaining valuable insights into your business operations, and our reports can help you make informed decisions to grow your business. It's important to note that not all reports are available on each subscription plan. In this article, we will provide an overview of the reports available and which subscription plan they are included in.

To access and pull a report, tap More > Reports.

Note: If you are on a Teams account, please be aware that your access to reports are determined by your account permissions. For more details on reporting permissions, please refer to this article: Roles & Permissions Explained

Available Reports on the Standard Plan

Sales Report: Manage your business like a #BOSS! This report includes ALL the top-line information you need. Understand your total sales across your services and retail, convenience or processing fees paid on card transactions, total gratuity, total cash/check amounts collected, total taxes paid, refunds given, and more! This is provided in PDF format for easy viewing. Click HERE to learn more. 

 

Appointments Report: View a list of your past and upcoming appointments. Need to print out a schedule for your upcoming week? Simply run and print this report. It is provided in a convenient spreadsheet format that allows you to sort by client, date, service, and more.

 

Retail Sales Report: Keep track of your product sales. This report includes information such as the product name, brand, the day the product was sold, the client who bought the product, who sold the product, and if the product was refunded. The report is provided in a convenient spreadsheet format that allows you to sort by the product, client, etc. Please note that it does not contain the cost of each product or the total dollar amount in retail sales for the selected period of time. For total retail sales, please refer to the Sales Report.

 

Sales Tax Report: Take a deeper dive into your sales taxes. This report provides information about your sales tax history, including who paid what sales tax for which product and when. It is provided in a convenient spreadsheet format that allows you to sort by the product, client, etc. However, please note that the Sales Tax Report does not include a total figure of sales tax collected for the selected period of time. For the total sales tax, please refer to the Sales Report.

 

Inventory Report: Become an inventory genius! Easily understand what you've sold, how much in sales you've made, what your cost was, what needs restocking, what top sellers are, what profit you made, and more. Plus, dive into item-by-item details. This is provided in PDF format for easy viewing.

 

Transaction Detail Report: Want ultrafine-grained control of your transactions? This report will show you every single line item for every charge you've had over a time period. Perfect if you want to further understand the breakdown of your transactions or credit card processing fees paid. This is provided in a convenient spreadsheet format that allows you to sort by the type of sale (service, product, etc.).

 

Most Valuable Clients Report: We’re constantly focused on helping you understand your clients and business better! With just a few taps, you can see who your most valuable clients are based on the amount spent and the number of appointments. The report is provided in PDF format.

 

Expenses Report: Understanding your business expenses helps you run a profitable business. With our expenses feature, GlossGenius makes it easy for you to track all of your expenses in one place, categorize them, store receipts, and keep an eye on where you’re spending money. You’ll know at a glance what you’re spending and how profitable you are, without the headache of number crunching or shoeboxes full of receipts!

Available Reports Only on the Gold Plan

In addition to the reports available on the Standard Plan, the Gold subscription plan includes the following report:

 

Commission Earnings Report: Want help calculating your team members commission? Look no further! Account Owners now have access to a summary and detailed transactions report of how much each team member made in service sales, product sales, and other sales! With a few calculations, you’ll be able to calculate commission for your team members in a breeze! Click HERE to learn more.