Find and read a report

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.

Two tiers

• Dashboards — a designed overview of one area. Performance, sales, clients, operations. Start here when you don't yet know what you're looking for.
• Standard reports — a single focused table. Use these when you already know the question.

Seven categories

Sales · Operations · Appointments · Team · Clients · Inventory · Finance

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.

Favourites

Star a report and it lands under the Favourites 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.

Date range

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.

Relative presets like "Last 30 days" re-derive their dates each time you come back, so a bookmarked report is never stale. Custom pins a fixed window.

Comparison

Set Compare to and every figure gains its prior-period counterpart plus the change between them:

• Previous period — the same length of time immediately before
• Previous year — the same window a year earlier

For a seasonal business, previous year is usually the honest comparison.

Filters

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.

Drilling in

Numbers link through to what's behind them. A sales figure opens the underlying transactions in POS → Sales with the same filters applied. A report is a starting point, not a dead end.

Exporting

The Options menu on any report:

Build your own

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.

What you can see

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.

Which report answers what