Sales Report: Manage your business like a #BOSS! This report includes ALL the top line information you need. Understand your total sales across services, retail, etc, convenience or processing fees paid on card transaction, total gratuity, total cash/checks amounts collected, total taxes paid, refunds given and more! This report is commonly used for tax purposes. This is provided in a PDF format for easy viewing.
Appointments Report: Simply view a list of your past and upcoming appointments! Want to print out a schedule of your upcoming week? Simply run and print this report. This is provided in a convenient spreadsheet format that allows you to sort by the client, date, service and more.
The Retail Sales Report: Keep track of your product sales! This includes information about your retail sales history, including who purchased what, and when, and how often. This is provided in a convenient spreadsheet format that allows you to sort by the product, client, etc.,
The Sales Tax Report: Take a deeper drive into your taxes! This report includes information about your sales tax history including who paid what sales tax, for what product, and when. This is provided in a convenient spreadsheet format that allows you to sort by the product, client, etc.,
Inventory Management 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 a PDF format for easy viewing.
Transaction Detail Report: Want ultra fine-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! In a few taps, see who your most valuable clients are so you can understand them and your business even more. This is provided in a PDF format.