[{"data":1,"prerenderedAt":1414},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report":3,"help-all-categories":252,"help-cat-articles:\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report":372,"help-related:\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report":373},{"id":4,"title":5,"audience":6,"body":7,"category":230,"description":231,"draft":232,"extension":233,"icon":234,"keywords":235,"meta":241,"navigation":242,"order":243,"path":244,"related":245,"seo":248,"stem":249,"updatedAt":250,"__hash__":251},"help\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report.md","Build a custom report","clinic",{"type":8,"value":9,"toc":213},"minimark",[10,23,30,35,105,109,168,178,182,186,195,199,202,206],[11,12,13,14,18,19,22],"p",{},"The ",[15,16,17],"strong",{},"Report builder"," answers the questions the fixed reports don't: pick a date range and a ",[15,20,21],{},"Group by"," dimension, and it rolls your sales data up that way — with a table, totals, a chart, and the same CSV\u002FExcel\u002FPDF exports as every other report. Views you like can be saved, shared with the whole workspace, and duplicated.",[11,24,25,26,29],{},"It lives at ",[15,27,28],{},"Growth → Reports → Report builder"," and needs the same reports access as the rest of the suite.",[31,32,34],"h2",{"id":33},"how-do-i-build-a-custom-sales-report","How do I build a custom sales report?",[36,37,38,43,46,50,83,87,90,94],"steps",{},[39,40,42],"h3",{"id":41},"open-the-builder-and-set-the-range","Open the builder and set the range",[11,44,45],{},"The date-range picker works like every report — presets or a custom range.",[39,47,49],{"id":48},"pick-a-group-by-dimension","Pick a Group by dimension",[11,51,52,53,56,57,56,60,56,63,56,66,56,69,56,72,56,75,78,79,82],{},"One of: ",[15,54,55],{},"month",", ",[15,58,59],{},"week",[15,61,62],{},"day",[15,64,65],{},"location",[15,67,68],{},"staff",[15,70,71],{},"service",[15,73,74],{},"category",[15,76,77],{},"kind",", or ",[15,80,81],{},"payment method",". The table re-rolls immediately.",[39,84,86],{"id":85},"read-the-result","Read the result",[11,88,89],{},"Columns adapt to the dimension — revenue with discounts, tax, and tips for sale-level groupings; item counts and quantity for item-level ones; payment counts and amounts when grouping by payment method. A totals row anchors the bottom, and a bar chart shows revenue by group.",[39,91,93],{"id":92},"save-it-as-a-view","Save it as a view",[11,95,96,97,100,101,104],{},"Type a name, optionally tick ",[15,98,99],{},"share with the workspace",", and click ",[15,102,103],{},"Save view",". The view appears as a pill you can re-apply in one click, and its URL is bookmarkable.",[31,106,108],{"id":107},"saved-views","Saved views",[110,111,112,125],"table",{},[113,114,115],"thead",{},[116,117,118,122],"tr",{},[119,120,121],"th",{},"Action",[119,123,124],{},"How",[126,127,128,137,145,157],"tbody",{},[116,129,130,134],{},[131,132,133],"td",{},"Apply",[131,135,136],{},"Click the view's pill — the builder loads its configuration",[116,138,139,142],{},[131,140,141],{},"Share",[131,143,144],{},"Tick the share option when saving; shared views show for everyone with reports access",[116,146,147,150],{},[131,148,149],{},"Duplicate",[131,151,152,153,156],{},"With a view applied, ",[15,154,155],{},"Options → Duplicate"," copies it as your own starting point",[116,158,159,162],{},[131,160,161],{},"Delete",[131,163,13,164,167],{},[15,165,166],{},"✕"," on a pill — only on views you own",[169,170,171],"tip",{},[11,172,173,174,177],{},"Favorite the builder itself (",[15,175,176],{},"Options → Add to favorites",") or bookmark a view's URL — a saved view deep-links, so \"Revenue by staff, last 30 days\" can live on someone's browser toolbar.",[31,179,181],{"id":180},"common-questions","Common questions",[39,183,185],{"id":184},"can-i-combine-two-dimensions-like-staff-by-month","Can I combine two dimensions, like staff by month?",[11,187,188,189,194],{},"Not in one table — the builder groups by a single dimension. Run it grouped by staff for the month you care about, or export the ",[190,191,193],"a",{"href":192},"\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question","Sales list"," and pivot in a spreadsheet.",[39,196,198],{"id":197},"whose-data-does-a-shared-view-show","Whose data does a shared view show?",[11,200,201],{},"The configuration is shared, not a snapshot — everyone who applies it sees live data through their own location scope and permissions.",[39,203,205],{"id":204},"what-data-source-does-it-use","What data source does it use?",[11,207,208,209,212],{},"Sales (completed carts). For payments, appointments, or stock questions, use the dedicated report for that domain — see ",[190,210,211],{"href":192},"Which report answers my question?",".",{"title":214,"searchDepth":215,"depth":215,"links":216},"",2,[217,224,225],{"id":33,"depth":215,"text":34,"children":218},[219,221,222,223],{"id":41,"depth":220,"text":42},3,{"id":48,"depth":220,"text":49},{"id":85,"depth":220,"text":86},{"id":92,"depth":220,"text":93},{"id":107,"depth":215,"text":108},{"id":180,"depth":215,"text":181,"children":226},[227,228,229],{"id":184,"depth":220,"text":185},{"id":197,"depth":220,"text":198},{"id":204,"depth":220,"text":205},"growth","Group your sales data by month, staff, service, location and more in the report builder, then save and share the view with your team.",false,"md","i-lucide-table-2",[236,237,238,239,240],"custom report builder","group sales by staff","saved report views","report by service category","share report with team",{},true,18,"\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report",[246,247,192],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report","\u002Fhelp\u002Fgrowth\u002Fexport-a-report",{"title":5,"description":231},"help\u002Fgrowth\u002Fbuild-a-custom-report","2026-08-14","qA8xtz3qlzqeyttvLbOGPlmtO4gc0IfO1lkGdC0eP5c",[253,264,273,282,292,302,312,322,331,341,351,362],{"id":254,"title":255,"audience":6,"description":256,"extension":257,"icon":258,"meta":259,"order":260,"slug":261,"stem":262,"__hash__":263},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":265,"title":266,"audience":6,"description":267,"extension":257,"icon":268,"meta":269,"order":215,"slug":270,"stem":271,"__hash__":272},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":274,"title":275,"audience":6,"description":276,"extension":257,"icon":277,"meta":278,"order":220,"slug":279,"stem":280,"__hash__":281},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":283,"title":284,"audience":6,"description":285,"extension":257,"icon":286,"meta":287,"order":288,"slug":289,"stem":290,"__hash__":291},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":293,"title":294,"audience":6,"description":295,"extension":257,"icon":296,"meta":297,"order":298,"slug":299,"stem":300,"__hash__":301},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":303,"title":304,"audience":6,"description":305,"extension":257,"icon":306,"meta":307,"order":308,"slug":309,"stem":310,"__hash__":311},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":313,"title":314,"audience":6,"description":315,"extension":257,"icon":316,"meta":317,"order":318,"slug":319,"stem":320,"__hash__":321},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":323,"title":324,"audience":6,"description":325,"extension":257,"icon":326,"meta":327,"order":328,"slug":230,"stem":329,"__hash__":330},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":332,"title":333,"audience":6,"description":334,"extension":257,"icon":335,"meta":336,"order":337,"slug":338,"stem":339,"__hash__":340},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":342,"title":343,"audience":6,"description":344,"extension":257,"icon":345,"meta":346,"order":347,"slug":348,"stem":349,"__hash__":350},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":352,"title":353,"audience":354,"description":355,"extension":257,"icon":356,"meta":357,"order":358,"slug":359,"stem":360,"__hash__":361},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":363,"title":364,"audience":354,"description":365,"extension":257,"icon":366,"meta":367,"order":368,"slug":369,"stem":370,"__hash__":371},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[374,681,850],{"id":375,"title":376,"audience":6,"body":377,"category":230,"description":670,"draft":232,"extension":233,"icon":671,"keywords":672,"meta":673,"navigation":242,"order":347,"path":246,"related":674,"seo":677,"stem":678,"updatedAt":679,"__hash__":680},"help\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report.md","Find and read a report",{"type":8,"value":378,"toc":657},[379,385,389,405,409,412,415,419,425,429,432,439,443,450,464,467,471,474,478,485,489,495,552,556,562,566,569,575,579],[11,380,381,384],{},[15,382,383],{},"Growth → Reports"," is one hub for around seventy reports. The hub itself is the important part: once you know how it's organised, finding the right one takes seconds instead of scrolling.",[31,386,388],{"id":387},"two-tiers","Two tiers",[390,391,392,399],"ul",{},[393,394,395,398],"li",{},[15,396,397],{},"Dashboards"," — a designed overview of one area. Performance, sales, clients, operations. Start here when you don't yet know what you're looking for.",[393,400,401,404],{},[15,402,403],{},"Standard reports"," — a single focused table. Use these when you already know the question.",[31,406,408],{"id":407},"seven-categories","Seven categories",[11,410,411],{},"Sales · Operations · Appointments · Team · Clients · Inventory · Finance",[11,413,414],{},"Two filter rows under the search box narrow the grid — one by tier, one by category — and the search box matches names and descriptions. Nothing is buried in a submenu.",[31,416,418],{"id":417},"favourites","Favourites",[11,420,421,422,424],{},"Star a report and it lands under the ",[15,423,418],{}," filter. Most people end up with five or six they open every week — the daily takings, the no-show rate, the drawer variance — and never touch the rest.",[31,426,428],{"id":427},"date-range","Date range",[11,430,431],{},"Every report shares one range control, and your choice carries as you move between reports. That's deliberate: comparing two reports over different windows is how people reach wrong conclusions.",[11,433,434,435,438],{},"Relative presets like \"Last 30 days\" re-derive their dates each time you come back, so a bookmarked report is never stale. ",[15,436,437],{},"Custom"," pins a fixed window.",[31,440,442],{"id":441},"comparison","Comparison",[11,444,445,446,449],{},"Set ",[15,447,448],{},"Compare to"," and every figure gains its prior-period counterpart plus the change between them:",[390,451,452,458],{},[393,453,454,457],{},[15,455,456],{},"Previous period"," — the same length of time immediately before",[393,459,460,463],{},[15,461,462],{},"Previous year"," — the same window a year earlier",[11,465,466],{},"For a seasonal business, previous year is usually the honest comparison.",[31,468,470],{"id":469},"filters","Filters",[11,472,473],{},"Most reports filter by location, team member, and service or category. Filters live in the URL, so a filtered report can be bookmarked or pasted into a message and the recipient sees exactly what you saw.",[31,475,477],{"id":476},"drilling-in","Drilling in",[11,479,480,481,484],{},"Numbers link through to what's behind them. A sales figure opens the underlying transactions in ",[15,482,483],{},"POS → Sales"," with the same filters applied. A report is a starting point, not a dead end.",[31,486,488],{"id":487},"exporting","Exporting",[11,490,13,491,494],{},[15,492,493],{},"Options"," menu on any report:",[110,496,497,506],{},[113,498,499],{},[116,500,501,503],{},[119,502,121],{},[119,504,505],{},"What happens",[126,507,508,518,532,542],{},[116,509,510,515],{},[131,511,512],{},[15,513,514],{},"Export CSV",[131,516,517],{},"Downloads immediately in the browser",[116,519,520,525],{},[131,521,522],{},[15,523,524],{},"Export Excel",[131,526,527,528],{},"Generates an ",[529,530,531],"code",{},".xlsx",[116,533,534,539],{},[131,535,536],{},[15,537,538],{},"Export PDF",[131,540,541],{},"Generates a formatted PDF",[116,543,544,549],{},[131,545,546],{},[15,547,548],{},"Add to favourites",[131,550,551],{},"Pins it under the Favourites filter",[31,553,555],{"id":554},"build-your-own","Build your own",[11,557,558,561],{},[15,559,560],{},"Reports → Builder"," groups sales data by a dimension you choose — month, week, day, location, staff, service, category, item kind, or payment method — and returns count, revenue, discount, tax, tip and quantity for each group. It answers most \"can I see X by Y?\" questions without waiting for a new report to be built. A builder configuration can be duplicated and kept.",[31,563,565],{"id":564},"what-you-can-see","What you can see",[11,567,568],{},"Reporting is permission-gated, and staff-tier roles are scoped to their own data by default — a provider sees their own performance, not the whole floor's. Compensation and earnings are a separate permission again, so someone can see their own pay without seeing a colleague's.",[570,571,572],"warning",{},[11,573,574],{},"If two people compare the same report and disagree about the number, check three things before assuming a bug: the date range, the location filter, and each person's data scope.",[31,576,578],{"id":577},"which-report-answers-what","Which report answers what",[110,580,581,591],{},[113,582,583],{},[116,584,585,588],{},[119,586,587],{},"Question",[119,589,590],{},"Where to look",[126,592,593,601,609,617,625,633,641,649],{},[116,594,595,598],{},[131,596,597],{},"How did today go?",[131,599,600],{},"Performance dashboard",[116,602,603,606],{},[131,604,605],{},"What did we take, and how?",[131,607,608],{},"Sales summary · Payment transactions",[116,610,611,614],{},[131,612,613],{},"Is the till right?",[131,615,616],{},"Cash drawer over\u002Fshort",[116,618,619,622],{},[131,620,621],{},"Who isn't turning up?",[131,623,624],{},"Cancellations & no-shows · Cancellation & no-show fees",[116,626,627,630],{},[131,628,629],{},"What do we owe?",[131,631,632],{},"Liabilities · Gift card liability · Deferred revenue",[116,634,635,638],{},[131,636,637],{},"Are clients coming back?",[131,639,640],{},"Retention · Rebook conversion · New vs returning",[116,642,643,646],{},[131,644,645],{},"What should we reorder?",[131,647,648],{},"Stock on hand · Reorder",[116,650,651,654],{},[131,652,653],{},"What do we owe the team?",[131,655,656],{},"Payroll & commission · Wages · Tips",{"title":214,"searchDepth":215,"depth":215,"links":658},[659,660,661,662,663,664,665,666,667,668,669],{"id":387,"depth":215,"text":388},{"id":407,"depth":215,"text":408},{"id":417,"depth":215,"text":418},{"id":427,"depth":215,"text":428},{"id":441,"depth":215,"text":442},{"id":469,"depth":215,"text":470},{"id":476,"depth":215,"text":477},{"id":487,"depth":215,"text":488},{"id":554,"depth":215,"text":555},{"id":564,"depth":215,"text":565},{"id":577,"depth":215,"text":578},"How the reporting hub is organised, how ranges and comparisons work, and how to get the numbers out.","i-lucide-bar-chart-3",[],{},[675,676],"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":376,"description":670},"help\u002Fgrowth\u002Ffind-and-read-a-report","2026-09-01","9pb6AxvJUnJWj8hY-B1TKO0fhwRqiTG3EMJ8VUcvJFk",{"id":682,"title":683,"audience":6,"body":684,"category":230,"description":836,"draft":232,"extension":233,"icon":837,"keywords":838,"meta":844,"navigation":242,"order":845,"path":247,"related":846,"seo":847,"stem":848,"updatedAt":250,"__hash__":849},"help\u002Fhelp\u002Fgrowth\u002Fexport-a-report.md","Export a report to CSV, Excel, or PDF",{"type":8,"value":685,"toc":823},[686,692,696,728,732,776,786,791,796,798,802,805,809,816,820],[11,687,688,689,691],{},"Every report page has an ",[15,690,493],{}," menu next to its controls with three export formats. What you export is exactly what you're looking at — the current date range, filters, and sort — never a hidden superset.",[31,693,695],{"id":694},"how-do-i-download-a-report","How do I download a report?",[36,697,698,702,705,709,715,719],{},[39,699,701],{"id":700},"set-up-the-view-first","Set up the view first",[11,703,704],{},"Pick the date range, location scope, and any filters. The export mirrors the on-screen table, totals row included.",[39,706,708],{"id":707},"open-options","Open Options",[11,710,711,712,714],{},"Click ",[15,713,493],{}," at the top of the report (on a phone it collapses to an icon button).",[39,716,718],{"id":717},"pick-a-format","Pick a format",[11,720,721,56,723,78,725,727],{},[15,722,514],{},[15,724,524],{},[15,726,538],{},". CSV downloads instantly; Excel and PDF are rendered server-side and take a moment — the menu shows a spinner while they build.",[31,729,731],{"id":730},"which-format-when","Which format when?",[110,733,734,744],{},[113,735,736],{},[116,737,738,741],{},[119,739,740],{},"Format",[119,742,743],{},"Best for",[126,745,746,756,766],{},[116,747,748,753],{},[131,749,750],{},[15,751,752],{},"CSV",[131,754,755],{},"Feeding another system — payroll software, a spreadsheet pipeline, your accountant's import. Plain data, no styling",[116,757,758,763],{},[131,759,760],{},[15,761,762],{},"Excel (.xlsx)",[131,764,765],{},"A human working in a spreadsheet: typed columns and formatting survive",[116,767,768,773],{},[131,769,770],{},[15,771,772],{},"PDF",[131,774,775],{},"Sharing a finished, uneditable snapshot — end-of-month pack, a figure for the owner",[11,777,778,779,782,783,785],{},"The same menu also carries ",[15,780,781],{},"Add to favorites"," (pins the report on your reports index) and, on the report builder, ",[15,784,149],{}," for saved views.",[169,787,788],{},[11,789,790],{},"Money exports as plain decimal numbers, so spreadsheet formulas work on them directly — no currency-symbol stripping needed.",[570,792,793],{},[11,794,795],{},"Excel and PDF rendering is rate-limited (by default 20 analytics exports per hour per workspace) to keep the app responsive. If an export is refused, wait and retry rather than hammering the button.",[31,797,181],{"id":180},[39,799,801],{"id":800},"my-export-is-missing-rows-i-expected","My export is missing rows I expected",[11,803,804],{},"The export matches the screen. Check the date range and the location filter — a report scoped to one location exports only that location.",[39,806,808],{"id":807},"can-i-schedule-a-report-to-email-itself","Can I schedule a report to email itself?",[11,810,811,812,212],{},"Not from the Options menu. The one built-in emailed export is the payroll summary — see ",[190,813,815],{"href":814},"\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant","Prepare payroll for your accountant",[39,817,819],{"id":818},"why-does-csv-work-when-excelpdf-fails","Why does CSV work when Excel\u002FPDF fails?",[11,821,822],{},"CSV is built in your browser from the rows on screen; Excel and PDF are built on the server and are subject to the rate limit and a size cap. Very large ranges may need splitting into smaller periods.",{"title":214,"searchDepth":215,"depth":215,"links":824},[825,830,831],{"id":694,"depth":215,"text":695,"children":826},[827,828,829],{"id":700,"depth":220,"text":701},{"id":707,"depth":220,"text":708},{"id":717,"depth":220,"text":718},{"id":730,"depth":215,"text":731},{"id":180,"depth":215,"text":181,"children":832},[833,834,835],{"id":800,"depth":220,"text":801},{"id":807,"depth":220,"text":808},{"id":818,"depth":220,"text":819},"Use the Options menu on any report to download CSV instantly, or a formatted Excel or PDF file — exactly the rows and filters you see.","i-lucide-file-down",[839,840,841,842,843],"export report csv","report to excel","report pdf download","download workroom report","export limit reached",{},14,[246,244,814],{"title":683,"description":836},"help\u002Fgrowth\u002Fexport-a-report","A47gJMUY0Wcav_ETevFq9SJHyU9CNbnf1YBfbaR4JgY",{"id":851,"title":211,"audience":6,"body":852,"category":230,"description":1400,"draft":232,"extension":233,"icon":258,"keywords":1401,"meta":1408,"navigation":242,"order":1409,"path":192,"related":1410,"seo":1411,"stem":1412,"updatedAt":250,"__hash__":1413},"help\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question.md",{"type":8,"value":853,"toc":1388},[854,860,864,955,965,969,1097,1101,1176,1180,1302,1306,1361,1363,1367,1370,1374,1377,1381],[11,855,856,857,859],{},"Start from your question, not the report name. Several reports sound alike — Sales summary vs Payments summary, Liability summary vs Liability activity — and this page says plainly which one holds your number. All of them live in ",[15,858,383],{},", searchable and favoritable.",[31,861,863],{"id":862},"how-much-did-we-sell-sales-and-revenue","\"How much did we sell?\" — sales and revenue",[110,865,866,875],{},[113,867,868],{},[116,869,870,872],{},[119,871,587],{},[119,873,874],{},"Report",[126,876,877,887,901,915,925,935,945],{},[116,878,879,882],{},[131,880,881],{},"What did we sell, net of discounts and refunds?",[131,883,884],{},[15,885,886],{},"Sales summary",[116,888,889,892],{},[131,890,891],{},"Every completed sale, one row each?",[131,893,894,896,897,900],{},[15,895,193],{}," (line-item drill: ",[15,898,899],{},"Sales log (detailed)",")",[116,902,903,906],{},[131,904,905],{},"What money actually arrived, by tender, after fees?",[131,907,908,911,912,900],{},[15,909,910],{},"Payments summary"," (row-level: ",[15,913,914],{},"Payment transactions",[116,916,917,920],{},[131,918,919],{},"Day-by-day performance dashboard?",[131,921,922],{},[15,923,924],{},"Revenue overview",[116,926,927,930],{},[131,928,929],{},"What did refunds and voids cost us?",[131,931,932],{},[15,933,934],{},"Refunds & voids",[116,936,937,940],{},[131,938,939],{},"What did discounting cost us?",[131,941,942],{},[15,943,944],{},"Discount summary",[116,946,947,950],{},[131,948,949],{},"Which channel or booking source drives sales?",[131,951,952],{},[15,953,954],{},"Channel & booking source",[11,956,957,960,961,212],{},[15,958,959],{},"Sales ≠ payments."," A sale records what was sold; a payment records money moving. A deposit paid last week for today's service makes the two reports differ by design — see ",[190,962,964],{"href":963},"\u002Fhelp\u002Fgrowth\u002Funderstand-the-finance-reports","Understand the finance reports",[31,966,968],{"id":967},"what-do-we-owe-and-whats-in-the-bank-finance","\"What do we owe, and what's in the bank?\" — finance",[110,970,971,979],{},[113,972,973],{},[116,974,975,977],{},[119,976,587],{},[119,978,874],{},[126,980,981,991,1001,1011,1021,1031,1041,1051,1065,1074,1084],{},[116,982,983,986],{},[131,984,985],{},"Period rollup of revenue, refunds, fees, liability movement?",[131,987,988],{},[15,989,990],{},"Finance summary",[116,992,993,996],{},[131,994,995],{},"What do we still owe customers (gift cards, packages)?",[131,997,998],{},[15,999,1000],{},"Liability summary",[116,1002,1003,1006],{},[131,1004,1005],{},"Which transactions moved that liability?",[131,1007,1008],{},[15,1009,1010],{},"Liability activity",[116,1012,1013,1016],{},[131,1014,1015],{},"Recurring revenue, churn, prepaid liability?",[131,1017,1018],{},[15,1019,1020],{},"Deferred revenue & MRR",[116,1022,1023,1026],{},[131,1024,1025],{},"Deposits taken for appointments not yet delivered?",[131,1027,1028],{},[15,1029,1030],{},"Prepayment list",[116,1032,1033,1036],{},[131,1034,1035],{},"Cash\u002Fcard inflow vs refunds and fees, bank-statement style?",[131,1037,1038],{},[15,1039,1040],{},"Cash flow statement",[116,1042,1043,1046],{},[131,1044,1045],{},"When does Stripe pay us out?",[131,1047,1048],{},[15,1049,1050],{},"Payouts",[116,1052,1053,1056],{},[131,1054,1055],{},"Tax collected for filing?",[131,1057,1058,1061,1062,900],{},[15,1059,1060],{},"Taxes summary"," (line detail: ",[15,1063,1064],{},"Taxes list",[116,1066,1067,1070],{},[131,1068,1069],{},"Did the drawer balance?",[131,1071,1072],{},[15,1073,616],{},[116,1075,1076,1079],{},[131,1077,1078],{},"Cancellation and no-show fee income?",[131,1080,1081],{},[15,1082,1083],{},"Cancellation & no-show fees",[116,1085,1086,1089],{},[131,1087,1088],{},"Surcharge and service-charge income?",[131,1090,1091,56,1094],{},[15,1092,1093],{},"Surcharges collected",[15,1095,1096],{},"Service charges",[31,1098,1100],{"id":1099},"how-is-the-team-doing-staff-and-payroll","\"How is the team doing?\" — staff and payroll",[110,1102,1103,1111],{},[113,1104,1105],{},[116,1106,1107,1109],{},[119,1108,587],{},[119,1110,874],{},[126,1112,1113,1126,1136,1146,1156,1166],{},[116,1114,1115,1118],{},[131,1116,1117],{},"Hours, tips, commission, total payable per person?",[131,1119,1120,1123,1124],{},[15,1121,1122],{},"Payroll & commission"," — see ",[190,1125,815],{"href":814},[116,1127,1128,1131],{},[131,1129,1130],{},"Per-line commission with the rule math?",[131,1132,1133],{},[15,1134,1135],{},"Commission statement",[116,1137,1138,1141],{},[131,1139,1140],{},"Scheduled vs worked hours?",[131,1142,1143],{},[15,1144,1145],{},"Working hours",[116,1147,1148,1151],{},[131,1149,1150],{},"Labour cost from rates × hours?",[131,1152,1153],{},[15,1154,1155],{},"Wages",[116,1157,1158,1161],{},[131,1159,1160],{},"Who earned which tips?",[131,1162,1163],{},[15,1164,1165],{},"Tips",[116,1167,1168,1171],{},[131,1169,1170],{},"Utilisation and productivity per provider?",[131,1172,1173],{},[15,1174,1175],{},"Staff productivity",[31,1177,1179],{"id":1178},"what-about-clients-and-appointments","\"What about clients and appointments?\"",[110,1181,1182,1190],{},[113,1183,1184],{},[116,1185,1186,1188],{},[119,1187,587],{},[119,1189,874],{},[126,1191,1192,1210,1220,1230,1244,1257,1267,1286],{},[116,1193,1194,1196],{},[131,1195,637],{},[131,1197,1198,56,1201,56,1204,56,1207],{},[15,1199,1200],{},"Retention overview",[15,1202,1203],{},"New vs returning clients",[15,1205,1206],{},"Rebook conversion",[15,1208,1209],{},"Service rebook interval",[116,1211,1212,1215],{},[131,1213,1214],{},"What's a client worth over time?",[131,1216,1217],{},[15,1218,1219],{},"Client lifetime value",[116,1221,1222,1225],{},[131,1223,1224],{},"Cancellations and no-shows?",[131,1226,1227],{},[15,1228,1229],{},"Cancellations & no-shows",[116,1231,1232,1235],{},[131,1233,1234],{},"Booked vs delivered appointments?",[131,1236,1237,1240,1241],{},[15,1238,1239],{},"Appointments summary"," \u002F ",[15,1242,1243],{},"Appointments list",[116,1245,1246,1249],{},[131,1247,1248],{},"Empty chair time?",[131,1250,1251,56,1254],{},[15,1252,1253],{},"Calendar gap analysis",[15,1255,1256],{},"Peak hours",[116,1258,1259,1262],{},[131,1260,1261],{},"Are forms getting completed?",[131,1263,1264],{},[15,1265,1266],{},"Form completion funnel",[116,1268,1269,1272],{},[131,1270,1271],{},"Memberships: health, revenue, who's lapsing?",[131,1273,1274,56,1277,56,1280,56,1283],{},[15,1275,1276],{},"Membership KPIs",[15,1278,1279],{},"Membership revenue",[15,1281,1282],{},"Memberships",[15,1284,1285],{},"Expiring soon",[116,1287,1288,1291],{},[131,1289,1290],{},"Loyalty and referrals paying off?",[131,1292,1293,56,1296,56,1299],{},[15,1294,1295],{},"Loyalty dashboard",[15,1297,1298],{},"Loyalty redemption ROI",[15,1300,1301],{},"Referral program",[31,1303,1305],{"id":1304},"wheres-my-stock-inventory","\"Where's my stock?\" — inventory",[110,1307,1308,1316],{},[113,1309,1310],{},[116,1311,1312,1314],{},[119,1313,587],{},[119,1315,874],{},[126,1317,1318,1328,1338,1348],{},[116,1319,1320,1323],{},[131,1321,1322],{},"What's on the shelf right now?",[131,1324,1325],{},[15,1326,1327],{},"Stock on hand",[116,1329,1330,1333],{},[131,1331,1332],{},"Every movement, and why?",[131,1334,1335],{},[15,1336,1337],{},"Stock movement log",[116,1339,1340,1343],{},[131,1341,1342],{},"What's on order from vendors?",[131,1344,1345],{},[15,1346,1347],{},"Ordered stock",[116,1349,1350,1353],{},[131,1351,1352],{},"What does sold product cost us?",[131,1354,1355,56,1358],{},[15,1356,1357],{},"Cost of goods",[15,1359,1360],{},"Inventory turnover",[31,1362,181],{"id":180},[39,1364,1366],{"id":1365},"sales-summary-and-payments-summary-disagree-which-is-wrong","Sales summary and Payments summary disagree — which is wrong?",[11,1368,1369],{},"Neither. Sales counts what was sold in the period; Payments counts money received in the period. Deposits, pay-later, and gift-card redemptions all legitimately split the two.",[39,1371,1373],{"id":1372},"i-cant-find-a-report-by-name","I can't find a report by name",[11,1375,1376],{},"Use the search box on the reports index — it matches descriptions too, so searching \"tips\" or \"churn\" finds the right page even if you don't know its title.",[39,1378,1380],{"id":1379},"can-i-build-a-report-that-isnt-listed","Can I build a report that isn't listed?",[11,1382,1383,1384,1387],{},"Yes — the ",[190,1385,1386],{"href":244},"report builder"," groups your sales data by the dimension you choose and saves the view.",{"title":214,"searchDepth":215,"depth":215,"links":1389},[1390,1391,1392,1393,1394,1395],{"id":862,"depth":215,"text":863},{"id":967,"depth":215,"text":968},{"id":1099,"depth":215,"text":1100},{"id":1178,"depth":215,"text":1179},{"id":1304,"depth":215,"text":1305},{"id":180,"depth":215,"text":181,"children":1396},[1397,1398,1399],{"id":1365,"depth":220,"text":1366},{"id":1372,"depth":220,"text":1373},{"id":1379,"depth":220,"text":1380},"A directory of Owneli's 60+ reports grouped by the question you're asking — sales, money, team, clients, appointments, and stock.",[1402,1403,1404,1405,1406,1407],"which report to use","workroom reports list","sales vs payments report","find the right report","report directory","reports explained",{},12,[246,963,244],{"title":211,"description":1400},"help\u002Fgrowth\u002Fwhich-report-answers-my-question","ZVHbvhnD8heLgd4AZW-pzVRHz3KcM2XCrPgWNGyXJck",1790210903359]