[{"data":1,"prerenderedAt":1541},["ShallowReactive",2],{"help:\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question":3,"help-all-categories":604,"help-cat-articles:\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question":723,"help-related:\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question":724},{"id":4,"title":5,"audience":6,"body":7,"category":582,"description":583,"draft":584,"extension":585,"icon":586,"keywords":587,"meta":594,"navigation":595,"order":596,"path":597,"related":598,"seo":600,"stem":601,"updatedAt":602,"__hash__":603},"help\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question.md","Which report answers my question?","clinic",{"type":8,"value":9,"toc":567},"minimark",[10,19,24,123,135,139,269,273,350,354,477,481,536,540,545,548,552,555,559],[11,12,13,14,18],"p",{},"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 ",[15,16,17],"strong",{},"Growth → Reports",", searchable and favoritable.",[20,21,23],"h2",{"id":22},"how-much-did-we-sell-sales-and-revenue","\"How much did we sell?\" — sales and revenue",[25,26,27,40],"table",{},[28,29,30],"thead",{},[31,32,33,37],"tr",{},[34,35,36],"th",{},"Question",[34,38,39],{},"Report",[41,42,43,54,69,83,93,103,113],"tbody",{},[31,44,45,49],{},[46,47,48],"td",{},"What did we sell, net of discounts and refunds?",[46,50,51],{},[15,52,53],{},"Sales summary",[31,55,56,59],{},[46,57,58],{},"Every completed sale, one row each?",[46,60,61,64,65,68],{},[15,62,63],{},"Sales list"," (line-item drill: ",[15,66,67],{},"Sales log (detailed)",")",[31,70,71,74],{},[46,72,73],{},"What money actually arrived, by tender, after fees?",[46,75,76,79,80,68],{},[15,77,78],{},"Payments summary"," (row-level: ",[15,81,82],{},"Payment transactions",[31,84,85,88],{},[46,86,87],{},"Day-by-day performance dashboard?",[46,89,90],{},[15,91,92],{},"Revenue overview",[31,94,95,98],{},[46,96,97],{},"What did refunds and voids cost us?",[46,99,100],{},[15,101,102],{},"Refunds & voids",[31,104,105,108],{},[46,106,107],{},"What did discounting cost us?",[46,109,110],{},[15,111,112],{},"Discount summary",[31,114,115,118],{},[46,116,117],{},"Which channel or booking source drives sales?",[46,119,120],{},[15,121,122],{},"Channel & booking source",[11,124,125,128,129,134],{},[15,126,127],{},"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 ",[130,131,133],"a",{"href":132},"\u002Fhelp\u002Fgrowth\u002Funderstand-the-finance-reports","Understand the finance reports",".",[20,136,138],{"id":137},"what-do-we-owe-and-whats-in-the-bank-finance","\"What do we owe, and what's in the bank?\" — finance",[25,140,141,149],{},[28,142,143],{},[31,144,145,147],{},[34,146,36],{},[34,148,39],{},[41,150,151,161,171,181,191,201,211,221,235,245,255],{},[31,152,153,156],{},[46,154,155],{},"Period rollup of revenue, refunds, fees, liability movement?",[46,157,158],{},[15,159,160],{},"Finance summary",[31,162,163,166],{},[46,164,165],{},"What do we still owe customers (gift cards, packages)?",[46,167,168],{},[15,169,170],{},"Liability summary",[31,172,173,176],{},[46,174,175],{},"Which transactions moved that liability?",[46,177,178],{},[15,179,180],{},"Liability activity",[31,182,183,186],{},[46,184,185],{},"Recurring revenue, churn, prepaid liability?",[46,187,188],{},[15,189,190],{},"Deferred revenue & MRR",[31,192,193,196],{},[46,194,195],{},"Deposits taken for appointments not yet delivered?",[46,197,198],{},[15,199,200],{},"Prepayment list",[31,202,203,206],{},[46,204,205],{},"Cash\u002Fcard inflow vs refunds and fees, bank-statement style?",[46,207,208],{},[15,209,210],{},"Cash flow statement",[31,212,213,216],{},[46,214,215],{},"When does Stripe pay us out?",[46,217,218],{},[15,219,220],{},"Payouts",[31,222,223,226],{},[46,224,225],{},"Tax collected for filing?",[46,227,228,231,232,68],{},[15,229,230],{},"Taxes summary"," (line detail: ",[15,233,234],{},"Taxes list",[31,236,237,240],{},[46,238,239],{},"Did the drawer balance?",[46,241,242],{},[15,243,244],{},"Cash drawer over\u002Fshort",[31,246,247,250],{},[46,248,249],{},"Cancellation and no-show fee income?",[46,251,252],{},[15,253,254],{},"Cancellation & no-show fees",[31,256,257,260],{},[46,258,259],{},"Surcharge and service-charge income?",[46,261,262,265,266],{},[15,263,264],{},"Surcharges collected",", ",[15,267,268],{},"Service charges",[20,270,272],{"id":271},"how-is-the-team-doing-staff-and-payroll","\"How is the team doing?\" — staff and payroll",[25,274,275,283],{},[28,276,277],{},[31,278,279,281],{},[34,280,36],{},[34,282,39],{},[41,284,285,300,310,320,330,340],{},[31,286,287,290],{},[46,288,289],{},"Hours, tips, commission, total payable per person?",[46,291,292,295,296],{},[15,293,294],{},"Payroll & commission"," — see ",[130,297,299],{"href":298},"\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant","Prepare payroll for your accountant",[31,301,302,305],{},[46,303,304],{},"Per-line commission with the rule math?",[46,306,307],{},[15,308,309],{},"Commission statement",[31,311,312,315],{},[46,313,314],{},"Scheduled vs worked hours?",[46,316,317],{},[15,318,319],{},"Working hours",[31,321,322,325],{},[46,323,324],{},"Labour cost from rates × hours?",[46,326,327],{},[15,328,329],{},"Wages",[31,331,332,335],{},[46,333,334],{},"Who earned which tips?",[46,336,337],{},[15,338,339],{},"Tips",[31,341,342,345],{},[46,343,344],{},"Utilisation and productivity per provider?",[46,346,347],{},[15,348,349],{},"Staff productivity",[20,351,353],{"id":352},"what-about-clients-and-appointments","\"What about clients and appointments?\"",[25,355,356,364],{},[28,357,358],{},[31,359,360,362],{},[34,361,36],{},[34,363,39],{},[41,365,366,385,395,405,419,432,442,461],{},[31,367,368,371],{},[46,369,370],{},"Are clients coming back?",[46,372,373,265,376,265,379,265,382],{},[15,374,375],{},"Retention overview",[15,377,378],{},"New vs returning clients",[15,380,381],{},"Rebook conversion",[15,383,384],{},"Service rebook interval",[31,386,387,390],{},[46,388,389],{},"What's a client worth over time?",[46,391,392],{},[15,393,394],{},"Client lifetime value",[31,396,397,400],{},[46,398,399],{},"Cancellations and no-shows?",[46,401,402],{},[15,403,404],{},"Cancellations & no-shows",[31,406,407,410],{},[46,408,409],{},"Booked vs delivered appointments?",[46,411,412,415,416],{},[15,413,414],{},"Appointments summary"," \u002F ",[15,417,418],{},"Appointments list",[31,420,421,424],{},[46,422,423],{},"Empty chair time?",[46,425,426,265,429],{},[15,427,428],{},"Calendar gap analysis",[15,430,431],{},"Peak hours",[31,433,434,437],{},[46,435,436],{},"Are forms getting completed?",[46,438,439],{},[15,440,441],{},"Form completion funnel",[31,443,444,447],{},[46,445,446],{},"Memberships: health, revenue, who's lapsing?",[46,448,449,265,452,265,455,265,458],{},[15,450,451],{},"Membership KPIs",[15,453,454],{},"Membership revenue",[15,456,457],{},"Memberships",[15,459,460],{},"Expiring soon",[31,462,463,466],{},[46,464,465],{},"Loyalty and referrals paying off?",[46,467,468,265,471,265,474],{},[15,469,470],{},"Loyalty dashboard",[15,472,473],{},"Loyalty redemption ROI",[15,475,476],{},"Referral program",[20,478,480],{"id":479},"wheres-my-stock-inventory","\"Where's my stock?\" — inventory",[25,482,483,491],{},[28,484,485],{},[31,486,487,489],{},[34,488,36],{},[34,490,39],{},[41,492,493,503,513,523],{},[31,494,495,498],{},[46,496,497],{},"What's on the shelf right now?",[46,499,500],{},[15,501,502],{},"Stock on hand",[31,504,505,508],{},[46,506,507],{},"Every movement, and why?",[46,509,510],{},[15,511,512],{},"Stock movement log",[31,514,515,518],{},[46,516,517],{},"What's on order from vendors?",[46,519,520],{},[15,521,522],{},"Ordered stock",[31,524,525,528],{},[46,526,527],{},"What does sold product cost us?",[46,529,530,265,533],{},[15,531,532],{},"Cost of goods",[15,534,535],{},"Inventory turnover",[20,537,539],{"id":538},"common-questions","Common questions",[541,542,544],"h3",{"id":543},"sales-summary-and-payments-summary-disagree-which-is-wrong","Sales summary and Payments summary disagree — which is wrong?",[11,546,547],{},"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.",[541,549,551],{"id":550},"i-cant-find-a-report-by-name","I can't find a report by name",[11,553,554],{},"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.",[541,556,558],{"id":557},"can-i-build-a-report-that-isnt-listed","Can I build a report that isn't listed?",[11,560,561,562,566],{},"Yes — the ",[130,563,565],{"href":564},"\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report","report builder"," groups your sales data by the dimension you choose and saves the view.",{"title":568,"searchDepth":569,"depth":569,"links":570},"",2,[571,572,573,574,575,576],{"id":22,"depth":569,"text":23},{"id":137,"depth":569,"text":138},{"id":271,"depth":569,"text":272},{"id":352,"depth":569,"text":353},{"id":479,"depth":569,"text":480},{"id":538,"depth":569,"text":539,"children":577},[578,580,581],{"id":543,"depth":579,"text":544},3,{"id":550,"depth":579,"text":551},{"id":557,"depth":579,"text":558},"growth","A directory of Owneli's 60+ reports grouped by the question you're asking — sales, money, team, clients, appointments, and stock.",false,"md","i-lucide-compass",[588,589,590,591,592,593],"which report to use","workroom reports list","sales vs payments report","find the right report","report directory","reports explained",{},true,12,"\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question",[599,132,564],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":5,"description":583},"help\u002Fgrowth\u002Fwhich-report-answers-my-question","2026-08-14","ZVHbvhnD8heLgd4AZW-pzVRHz3KcM2XCrPgWNGyXJck",[605,615,624,633,643,653,663,673,682,692,702,713],{"id":606,"title":607,"audience":6,"description":608,"extension":609,"icon":586,"meta":610,"order":611,"slug":612,"stem":613,"__hash__":614},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":616,"title":617,"audience":6,"description":618,"extension":609,"icon":619,"meta":620,"order":569,"slug":621,"stem":622,"__hash__":623},"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":625,"title":626,"audience":6,"description":627,"extension":609,"icon":628,"meta":629,"order":579,"slug":630,"stem":631,"__hash__":632},"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":634,"title":635,"audience":6,"description":636,"extension":609,"icon":637,"meta":638,"order":639,"slug":640,"stem":641,"__hash__":642},"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":644,"title":645,"audience":6,"description":646,"extension":609,"icon":647,"meta":648,"order":649,"slug":650,"stem":651,"__hash__":652},"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":654,"title":655,"audience":6,"description":656,"extension":609,"icon":657,"meta":658,"order":659,"slug":660,"stem":661,"__hash__":662},"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":664,"title":665,"audience":6,"description":666,"extension":609,"icon":667,"meta":668,"order":669,"slug":670,"stem":671,"__hash__":672},"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":674,"title":675,"audience":6,"description":676,"extension":609,"icon":677,"meta":678,"order":679,"slug":582,"stem":680,"__hash__":681},"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":683,"title":684,"audience":6,"description":685,"extension":609,"icon":686,"meta":687,"order":688,"slug":689,"stem":690,"__hash__":691},"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":693,"title":694,"audience":6,"description":695,"extension":609,"icon":696,"meta":697,"order":698,"slug":699,"stem":700,"__hash__":701},"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":703,"title":704,"audience":705,"description":706,"extension":609,"icon":707,"meta":708,"order":709,"slug":710,"stem":711,"__hash__":712},"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":714,"title":715,"audience":705,"description":716,"extension":609,"icon":717,"meta":718,"order":719,"slug":720,"stem":721,"__hash__":722},"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",[],[725,1030,1325],{"id":726,"title":727,"audience":6,"body":728,"category":582,"description":1019,"draft":584,"extension":585,"icon":1020,"keywords":1021,"meta":1022,"navigation":595,"order":698,"path":599,"related":1023,"seo":1026,"stem":1027,"updatedAt":1028,"__hash__":1029},"help\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report.md","Find and read a report",{"type":8,"value":729,"toc":1006},[730,735,739,755,759,762,765,769,775,779,782,789,793,800,814,817,821,824,828,835,839,846,904,908,914,918,921,927,931],[11,731,732,734],{},[15,733,17],{}," 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.",[20,736,738],{"id":737},"two-tiers","Two tiers",[740,741,742,749],"ul",{},[743,744,745,748],"li",{},[15,746,747],{},"Dashboards"," — a designed overview of one area. Performance, sales, clients, operations. Start here when you don't yet know what you're looking for.",[743,750,751,754],{},[15,752,753],{},"Standard reports"," — a single focused table. Use these when you already know the question.",[20,756,758],{"id":757},"seven-categories","Seven categories",[11,760,761],{},"Sales · Operations · Appointments · Team · Clients · Inventory · Finance",[11,763,764],{},"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.",[20,766,768],{"id":767},"favourites","Favourites",[11,770,771,772,774],{},"Star a report and it lands under the ",[15,773,768],{}," 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.",[20,776,778],{"id":777},"date-range","Date range",[11,780,781],{},"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.",[11,783,784,785,788],{},"Relative presets like \"Last 30 days\" re-derive their dates each time you come back, so a bookmarked report is never stale. ",[15,786,787],{},"Custom"," pins a fixed window.",[20,790,792],{"id":791},"comparison","Comparison",[11,794,795,796,799],{},"Set ",[15,797,798],{},"Compare to"," and every figure gains its prior-period counterpart plus the change between them:",[740,801,802,808],{},[743,803,804,807],{},[15,805,806],{},"Previous period"," — the same length of time immediately before",[743,809,810,813],{},[15,811,812],{},"Previous year"," — the same window a year earlier",[11,815,816],{},"For a seasonal business, previous year is usually the honest comparison.",[20,818,820],{"id":819},"filters","Filters",[11,822,823],{},"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.",[20,825,827],{"id":826},"drilling-in","Drilling in",[11,829,830,831,834],{},"Numbers link through to what's behind them. A sales figure opens the underlying transactions in ",[15,832,833],{},"POS → Sales"," with the same filters applied. A report is a starting point, not a dead end.",[20,836,838],{"id":837},"exporting","Exporting",[11,840,841,842,845],{},"The ",[15,843,844],{},"Options"," menu on any report:",[25,847,848,858],{},[28,849,850],{},[31,851,852,855],{},[34,853,854],{},"Action",[34,856,857],{},"What happens",[41,859,860,870,884,894],{},[31,861,862,867],{},[46,863,864],{},[15,865,866],{},"Export CSV",[46,868,869],{},"Downloads immediately in the browser",[31,871,872,877],{},[46,873,874],{},[15,875,876],{},"Export Excel",[46,878,879,880],{},"Generates an ",[881,882,883],"code",{},".xlsx",[31,885,886,891],{},[46,887,888],{},[15,889,890],{},"Export PDF",[46,892,893],{},"Generates a formatted PDF",[31,895,896,901],{},[46,897,898],{},[15,899,900],{},"Add to favourites",[46,902,903],{},"Pins it under the Favourites filter",[20,905,907],{"id":906},"build-your-own","Build your own",[11,909,910,913],{},[15,911,912],{},"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.",[20,915,917],{"id":916},"what-you-can-see","What you can see",[11,919,920],{},"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.",[922,923,924],"warning",{},[11,925,926],{},"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.",[20,928,930],{"id":929},"which-report-answers-what","Which report answers what",[25,932,933,942],{},[28,934,935],{},[31,936,937,939],{},[34,938,36],{},[34,940,941],{},"Where to look",[41,943,944,952,960,967,975,983,990,998],{},[31,945,946,949],{},[46,947,948],{},"How did today go?",[46,950,951],{},"Performance dashboard",[31,953,954,957],{},[46,955,956],{},"What did we take, and how?",[46,958,959],{},"Sales summary · Payment transactions",[31,961,962,965],{},[46,963,964],{},"Is the till right?",[46,966,244],{},[31,968,969,972],{},[46,970,971],{},"Who isn't turning up?",[46,973,974],{},"Cancellations & no-shows · Cancellation & no-show fees",[31,976,977,980],{},[46,978,979],{},"What do we owe?",[46,981,982],{},"Liabilities · Gift card liability · Deferred revenue",[31,984,985,987],{},[46,986,370],{},[46,988,989],{},"Retention · Rebook conversion · New vs returning",[31,991,992,995],{},[46,993,994],{},"What should we reorder?",[46,996,997],{},"Stock on hand · Reorder",[31,999,1000,1003],{},[46,1001,1002],{},"What do we owe the team?",[46,1004,1005],{},"Payroll & commission · Wages · Tips",{"title":568,"searchDepth":569,"depth":569,"links":1007},[1008,1009,1010,1011,1012,1013,1014,1015,1016,1017,1018],{"id":737,"depth":569,"text":738},{"id":757,"depth":569,"text":758},{"id":767,"depth":569,"text":768},{"id":777,"depth":569,"text":778},{"id":791,"depth":569,"text":792},{"id":819,"depth":569,"text":820},{"id":826,"depth":569,"text":827},{"id":837,"depth":569,"text":838},{"id":906,"depth":569,"text":907},{"id":916,"depth":569,"text":917},{"id":929,"depth":569,"text":930},"How the reporting hub is organised, how ranges and comparisons work, and how to get the numbers out.","i-lucide-bar-chart-3",[],{},[1024,1025],"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":727,"description":1019},"help\u002Fgrowth\u002Ffind-and-read-a-report","2026-09-01","9pb6AxvJUnJWj8hY-B1TKO0fhwRqiTG3EMJ8VUcvJFk",{"id":1031,"title":133,"audience":6,"body":1032,"category":582,"description":1309,"draft":584,"extension":585,"icon":1310,"keywords":1311,"meta":1318,"navigation":595,"order":1319,"path":132,"related":1320,"seo":1322,"stem":1323,"updatedAt":602,"__hash__":1324},"help\u002Fhelp\u002Fgrowth\u002Funderstand-the-finance-reports.md",{"type":8,"value":1033,"toc":1295},[1034,1053,1057,1060,1087,1090,1176,1180,1187,1226,1236,1240,1255,1257,1261,1267,1271,1280,1284],[11,1035,1036,1037,1040,1041,1044,1045,1048,1049,1052],{},"Four numbers that all feel like \"how much money did we make\" are genuinely different things: ",[15,1038,1039],{},"sales"," (what you sold), ",[15,1042,1043],{},"payments"," (money that moved), ",[15,1046,1047],{},"revenue"," (value you delivered), and ",[15,1050,1051],{},"liabilities"," (value you still owe). Owneli keeps them in separate reports on purpose — collapsing them is how businesses discover a gift-card hole at year end.",[20,1054,1056],{"id":1055},"why-dont-my-sales-and-payments-match","Why don't my sales and payments match?",[11,1058,1059],{},"Because selling and getting paid are different events that often happen on different days:",[740,1061,1062,1069,1075,1081],{},[743,1063,1064,1065,1068],{},"A ",[15,1066,1067],{},"deposit"," is a payment today for a sale that completes next week.",[743,1070,1064,1071,1074],{},[15,1072,1073],{},"pay-later"," sale is a sale today with the payment arriving later.",[743,1076,1064,1077,1080],{},[15,1078,1079],{},"gift-card redemption"," is revenue today paid with money you received months ago.",[743,1082,1064,1083,1086],{},[15,1084,1085],{},"package session"," is delivered today but was sold — and paid for — up front.",[11,1088,1089],{},"Each report answers one question honestly rather than blending them:",[25,1091,1092,1104],{},[28,1093,1094],{},[31,1095,1096,1099,1101],{},[34,1097,1098],{},"Number",[34,1100,39],{},[34,1102,1103],{},"The question",[41,1105,1106,1120,1134,1148,1162],{},[31,1107,1108,1111,1117],{},[46,1109,1110],{},"Sales",[46,1112,1113,415,1115],{},[15,1114,53],{},[15,1116,63],{},[46,1118,1119],{},"What did we sell this period, net of discounts and refunds?",[31,1121,1122,1125,1131],{},[46,1123,1124],{},"Payments",[46,1126,1127,415,1129],{},[15,1128,78],{},[15,1130,82],{},[46,1132,1133],{},"What money arrived, by tender, minus refunds and processor fees?",[31,1135,1136,1139,1145],{},[46,1137,1138],{},"Cash position",[46,1140,1141,265,1143],{},[15,1142,210],{},[15,1144,220],{},[46,1146,1147],{},"What hit the till and the bank, day by day?",[31,1149,1150,1153,1159],{},[46,1151,1152],{},"Liabilities",[46,1154,1155,265,1157],{},[15,1156,170],{},[15,1158,200],{},[46,1160,1161],{},"What have customers paid us for that we haven't delivered yet?",[31,1163,1164,1167,1173],{},[46,1165,1166],{},"Liability movement",[46,1168,1169,265,1171],{},[15,1170,180],{},[15,1172,190],{},[46,1174,1175],{},"What moved those balances, and what's the trend?",[20,1177,1179],{"id":1178},"the-deferred-revenue-model","The deferred-revenue model",[11,1181,1182,1183,1186],{},"When a client pays up front — a gift card, a package, a prepaid membership period, a deposit — that cash is ",[15,1184,1185],{},"not revenue yet",". It sits as a liability until you deliver:",[1188,1189,1190,1194,1204,1208,1211,1215],"steps",{},[541,1191,1193],{"id":1192},"money-arrives","Money arrives",[11,1195,1196,1197,1199,1200,1203],{},"The payment shows in ",[15,1198,78],{}," and ",[15,1201,1202],{},"Cash flow",". The liability balance rises by the same amount.",[541,1205,1207],{"id":1206},"you-deliver-the-service","You deliver the service",[11,1209,1210],{},"The redemption shows as revenue; the liability falls. Nothing new hits Payments — the money already arrived.",[541,1212,1214],{"id":1213},"the-reports-stay-honest","The reports stay honest",[11,1216,1217,1219,1220,1222,1223,1225],{},[15,1218,1110],{}," tells you trading performance, ",[15,1221,1124],{}," reconciles the bank, ",[15,1224,170],{}," tells you what you'd owe if everyone showed up tomorrow to redeem.",[922,1227,1228],{},[11,1229,1230,1231,1199,1233,1235],{},"Treating gift-card and package sales as revenue on day one overstates profit and hides a real obligation. Give your accountant ",[15,1232,170],{},[15,1234,190],{}," alongside the sales figures — the outstanding balance is money you owe.",[20,1237,1239],{"id":1238},"reconciling-the-bank","Reconciling the bank",[11,1241,1242,1243,1245,1246,1248,1249,1251,1252,1254],{},"To tie Owneli to a bank statement, use ",[15,1244,78],{}," for the tender totals, ",[15,1247,82],{}," for row-by-row matching, ",[15,1250,210],{}," for the daily pattern, and ",[15,1253,220],{}," for when Stripe settles card takings to your account (card money arrives in batches, not per sale).",[20,1256,539],{"id":538},[541,1258,1260],{"id":1259},"which-single-number-is-our-revenue-this-month","Which single number is \"our revenue this month\"?",[11,1262,1263,1264,1266],{},"For trading performance, ",[15,1265,53],{}," net sales. For accounting revenue under a deferral model, sales minus new prepayments plus redemptions — the finance reports give your accountant each component rather than guessing the blend.",[541,1268,1270],{"id":1269},"where-do-refunds-show-up","Where do refunds show up?",[11,1272,1273,1274,1276,1277,1279],{},"Everywhere they truly belong: ",[15,1275,102],{}," for the events, as negatives in ",[15,1278,78],{}," for the money, and against the period in which the refund happened — a refund's own period owns the refund.",[541,1281,1283],{"id":1282},"why-is-there-both-a-liability-summary-and-a-liability-activity-report","Why is there both a Liability summary and a Liability activity report?",[11,1285,1286,1287,1290,1291,1294],{},"Summary is the ",[15,1288,1289],{},"balance"," (a snapshot of what's outstanding); activity is the ",[15,1292,1293],{},"movement"," (every sold\u002Fredeemed transaction in the period). Balance questions go to one, \"what changed\" questions to the other.",{"title":568,"searchDepth":569,"depth":569,"links":1296},[1297,1298,1303,1304],{"id":1055,"depth":569,"text":1056},{"id":1178,"depth":569,"text":1179,"children":1299},[1300,1301,1302],{"id":1192,"depth":579,"text":1193},{"id":1206,"depth":579,"text":1207},{"id":1213,"depth":579,"text":1214},{"id":1238,"depth":569,"text":1239},{"id":538,"depth":569,"text":539,"children":1305},[1306,1307,1308],{"id":1259,"depth":579,"text":1260},{"id":1269,"depth":579,"text":1270},{"id":1282,"depth":579,"text":1283},"Sales, payments, revenue, and liabilities are four different numbers — here's the deferred-revenue model behind Owneli's finance reports.","i-lucide-landmark",[1312,1313,1314,1315,1316,1317],"sales vs payments difference","deferred revenue explained","liability report gift cards","finance reports workroom","revenue recognition salon","reconcile bank deposits",{},16,[597,1321,1024],"\u002Fhelp\u002Fretail\u002Fgift-card-liability-and-expiry",{"title":133,"description":1309},"help\u002Fgrowth\u002Funderstand-the-finance-reports","h1zP9JAdHz0ggl-0IG-6AyskH_yxW-Ko7jl4z-ZhZfI",{"id":1326,"title":1327,"audience":6,"body":1328,"category":582,"description":1526,"draft":584,"extension":585,"icon":1527,"keywords":1528,"meta":1534,"navigation":595,"order":1535,"path":564,"related":1536,"seo":1538,"stem":1539,"updatedAt":602,"__hash__":1540},"help\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report.md","Build a custom report",{"type":8,"value":1329,"toc":1512},[1330,1340,1347,1351,1418,1422,1474,1484,1486,1490,1496,1500,1503,1507],[11,1331,841,1332,1335,1336,1339],{},[15,1333,1334],{},"Report builder"," answers the questions the fixed reports don't: pick a date range and a ",[15,1337,1338],{},"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.",[11,1341,1342,1343,1346],{},"It lives at ",[15,1344,1345],{},"Growth → Reports → Report builder"," and needs the same reports access as the rest of the suite.",[20,1348,1350],{"id":1349},"how-do-i-build-a-custom-sales-report","How do I build a custom sales report?",[1188,1352,1353,1357,1360,1364,1396,1400,1403,1407],{},[541,1354,1356],{"id":1355},"open-the-builder-and-set-the-range","Open the builder and set the range",[11,1358,1359],{},"The date-range picker works like every report — presets or a custom range.",[541,1361,1363],{"id":1362},"pick-a-group-by-dimension","Pick a Group by dimension",[11,1365,1366,1367,265,1370,265,1373,265,1376,265,1379,265,1382,265,1385,265,1388,1391,1392,1395],{},"One of: ",[15,1368,1369],{},"month",[15,1371,1372],{},"week",[15,1374,1375],{},"day",[15,1377,1378],{},"location",[15,1380,1381],{},"staff",[15,1383,1384],{},"service",[15,1386,1387],{},"category",[15,1389,1390],{},"kind",", or ",[15,1393,1394],{},"payment method",". The table re-rolls immediately.",[541,1397,1399],{"id":1398},"read-the-result","Read the result",[11,1401,1402],{},"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.",[541,1404,1406],{"id":1405},"save-it-as-a-view","Save it as a view",[11,1408,1409,1410,1413,1414,1417],{},"Type a name, optionally tick ",[15,1411,1412],{},"share with the workspace",", and click ",[15,1415,1416],{},"Save view",". The view appears as a pill you can re-apply in one click, and its URL is bookmarkable.",[20,1419,1421],{"id":1420},"saved-views","Saved views",[25,1423,1424,1433],{},[28,1425,1426],{},[31,1427,1428,1430],{},[34,1429,854],{},[34,1431,1432],{},"How",[41,1434,1435,1443,1451,1463],{},[31,1436,1437,1440],{},[46,1438,1439],{},"Apply",[46,1441,1442],{},"Click the view's pill — the builder loads its configuration",[31,1444,1445,1448],{},[46,1446,1447],{},"Share",[46,1449,1450],{},"Tick the share option when saving; shared views show for everyone with reports access",[31,1452,1453,1456],{},[46,1454,1455],{},"Duplicate",[46,1457,1458,1459,1462],{},"With a view applied, ",[15,1460,1461],{},"Options → Duplicate"," copies it as your own starting point",[31,1464,1465,1468],{},[46,1466,1467],{},"Delete",[46,1469,841,1470,1473],{},[15,1471,1472],{},"✕"," on a pill — only on views you own",[1475,1476,1477],"tip",{},[11,1478,1479,1480,1483],{},"Favorite the builder itself (",[15,1481,1482],{},"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.",[20,1485,539],{"id":538},[541,1487,1489],{"id":1488},"can-i-combine-two-dimensions-like-staff-by-month","Can I combine two dimensions, like staff by month?",[11,1491,1492,1493,1495],{},"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 ",[130,1494,63],{"href":597}," and pivot in a spreadsheet.",[541,1497,1499],{"id":1498},"whose-data-does-a-shared-view-show","Whose data does a shared view show?",[11,1501,1502],{},"The configuration is shared, not a snapshot — everyone who applies it sees live data through their own location scope and permissions.",[541,1504,1506],{"id":1505},"what-data-source-does-it-use","What data source does it use?",[11,1508,1509,1510,134],{},"Sales (completed carts). For payments, appointments, or stock questions, use the dedicated report for that domain — see ",[130,1511,5],{"href":597},{"title":568,"searchDepth":569,"depth":569,"links":1513},[1514,1520,1521],{"id":1349,"depth":569,"text":1350,"children":1515},[1516,1517,1518,1519],{"id":1355,"depth":579,"text":1356},{"id":1362,"depth":579,"text":1363},{"id":1398,"depth":579,"text":1399},{"id":1405,"depth":579,"text":1406},{"id":1420,"depth":569,"text":1421},{"id":538,"depth":569,"text":539,"children":1522},[1523,1524,1525],{"id":1488,"depth":579,"text":1489},{"id":1498,"depth":579,"text":1499},{"id":1505,"depth":579,"text":1506},"Group your sales data by month, staff, service, location and more in the report builder, then save and share the view with your team.","i-lucide-table-2",[1529,1530,1531,1532,1533],"custom report builder","group sales by staff","saved report views","report by service category","share report with team",{},18,[599,1537,597],"\u002Fhelp\u002Fgrowth\u002Fexport-a-report",{"title":1327,"description":1526},"help\u002Fgrowth\u002Fbuild-a-custom-report","qA8xtz3qlzqeyttvLbOGPlmtO4gc0IfO1lkGdC0eP5c",1790210903686]