Start from your question, not the report name. Several reports sound alike, such as Sales summary and Payments summary, so this page says which one holds your number. All of them are under Growth → Reports in the sidebar. See Find and read a report.
"How much did we sell?"
| Question | Report |
|---|---|
| What did we sell, net of discounts and refunds? | Sales summary |
| Every completed sale, one row each? | Sales list (line-item drill: Sales log (detailed)) |
| What money actually arrived, by tender, after fees? | Payments summary (row-level: Payment transactions) |
| Day-by-day performance dashboard? | Revenue overview |
| What did refunds and voids cost us? | Refunds & voids |
| What did discounting cost us? | Discount summary |
| Which channel or booking source drives sales? | Channel & booking source |
Sales and payments are different. A sale records what was sold; a payment records money arriving. A deposit paid last week for today's visit makes the two differ, and that's expected. See Understand the finance reports.
"What do we owe, and what's in the bank?"
| Question | Report |
|---|---|
| Period rollup of revenue, refunds, fees, liability movement? | Finance summary |
| What do we still owe customers (gift cards, packages)? | Liability summary |
| Gift card balances, day by day? | Gift-card liability ledger |
| Which transactions moved that liability? | Liability activity |
| Recurring revenue, churn, prepaid liability? | Deferred revenue & MRR |
| Deposits taken for appointments not yet delivered? | Prepayment list |
| Cash/card inflow vs refunds and fees, bank-statement style? | Cash flow statement |
| When does Stripe pay us out? | Payouts |
| Tax collected for filing? | Taxes summary (line detail: Taxes list) |
| Did the drawer balance? | Cash drawer over/short |
| Cancellation and no-show fee income? | Cancellation & no-show fees |
| Surcharge and service-charge income? | Surcharges collected, Service charges |
"How is the team doing?"
| Question | Report |
|---|---|
| Hours, tips, commission, total payable per person? | Payroll & commission. See Prepare payroll for your accountant. |
| Per-line commission with the rule math? | Commission statement |
| Scheduled vs worked hours? | Working hours |
| Labour cost from rates × hours? | Wages |
| Who earned which tips? | Tips |
| Utilisation and productivity per provider? | Staff productivity |
| Do each person's new clients come back to them? | Team retention |
"What about clients and appointments?"
| Question | Report |
|---|---|
| Are clients coming back? | Retention overview, New vs returning clients, Rebook conversion, Service rebook interval |
| What's a client worth over time? | Client lifetime value |
| Cancellations and no-shows? | Cancellations & no-shows |
| Booked vs delivered appointments? | Appointments summary / Appointments list |
| Empty chair time? | Calendar gap analysis, Peak hours |
| Are forms getting completed? | Form completion funnel |
| Memberships: health, revenue, who's lapsing? | Membership KPIs, Membership revenue, Memberships, Expiring soon |
| Loyalty and referrals paying off? | Loyalty dashboard, Loyalty redemption ROI, Referral program |
"Where's my stock?"
| Question | Report |
|---|---|
| What's on the shelf right now? | Stock on hand |
| Every movement, and why? | Stock movement log |
| What's on order from vendors? | Ordered stock |
| What does sold product cost us? | Cost of goods, Inventory turnover |
If something goes wrong
Sales summary and Payments summary disagree. Which is wrong?
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.
I can't find a report by name
Use the search box on Reports. It searches descriptions too, so "tips" or "churn" finds the right report even if you don't know its name.
Can I build a report that isn't listed?
Yes. The report builder groups your sales by what you choose and saves the view.