Reports
Reports Hub
Use Reports to open Operating Briefing, find named reports by category, pin favourites, return to recent reports, print report pages, and export the datasets available to your plan and role.
Last updated 27 July 2026
Reports is the reporting home on web and mobile. The native hub uses one direct-opening library with All, Pinned, and Recent views, concise report descriptions, local search, and category filters. These local destinations remain usable if analytical or pin requests fail.
Where to find it. Web: Sidebar -> Reports. Mobile: bottom navigation -> Reports. Open Operating Briefing for the dashboard.
TL;DR
- Reports is owner/manager only on web
- The former web Intelligence dashboard is now Operating Briefing inside Reports
- The root Reports page is for finding and opening named reports, not reading one long all-in-one dashboard
- Use category filters for jobs like sales, appointments, team, finance, marketing, compliance, and insights
- Pin up to eight reports and find them in the Pinned view
- Search locally by report title, description, or alias
- Use Ask Reports to describe the decision you need; deterministic matching is free
- PRO owners and managers can save validated report views, govern access, and schedule supported views
- Recent reports are saved locally per venue on the current browser or mobile device
- Metric definitions live on report-page info icons so formulas, included data, exclusions, and caveats are available next to the number
- PRO users can export CSV files for Sales Summary, Sales List, Service Sales, Product Sales, Appointment Schedule, Day Sheet, Cancelled Appointments, No-shows, Incomplete Appointments, Revenue Trend, Booking Volume, and Staff Performance
- The print action opens a dedicated light-mode print route outside the app shell, then uses browser print/save-to-PDF
- FREE venues see advanced/source reports in a collapsed PRO group; exact search can reveal the matching locked destination without making it actionable
- Mobile source reports load in pages, preserve already-loaded rows when a later request fails, and provide explicit continuation rather than silently capping results
- On tablets, operational source reports use a list-and-detail layout; phones keep progressive in-row disclosure
- Mobile supports CSV sharing where a safe native export exists and shows an explicit web handoff for administrative or web-only workflows
What Reports Includes
The first Reports release includes a category-filtered report library and dedicated routes for the core source reports behind the overview:
- Operating Briefing
- Ask Reports
- Sales Summary
- Sales List
- Service Sales
- Product Sales
- Appointment Schedule
- Day Sheet
- Cancelled Appointments
- No-shows
- Incomplete Appointments
- Revenue Trend
- Booking Volume
- Staff Performance
- Commission Report
- Timesheet Export
- Compliance Report
- Gift Card Performance
- Deposit Performance
- Waitlist Recovery
- Campaign Performance
- Hourly Performance
Waitlist Recovery is available to owners and managers on every plan. Its optional AI coaching remains PRO-only.
Each catalogue entry shows:
- report title
- category
- short description
- an open action
- a pin action
The report page also shows the effective period or snapshot, location scope, venue timezone, freshness, date basis, included records, exclusions, and calculation notes. Controls are shown only when the report contract supports them.
Saved Views and Delivery (PRO)
Use Save view on a supported report to preserve its validated period, venue scope, tax basis, and the supported filters and sort for that report. The operational cohort supports staff, service, exact customer selection, booking/payment status, and source only where declared by the report contract. Saved views appear in the Reports hub and reopen against the current report definition. Unsupported, retired, or cross-venue values are rejected or marked for review instead of being silently changed.
Access is separate from report authority:
- Full access can manage the saved view, grants, and deletion
- Can edit can update the view and manage its delivery schedules
- View only can reopen the view and inspect delivery history
- Removing a grant takes effect immediately
Sharing never gives someone access to a venue, plan feature, location, or underlying report they could not already open.
Daily, weekly, and monthly schedules use the venue timezone, apply the saved supported controls, and deliver the previous completed period. Recipients must be active venue users with verified email addresses and current access to both the saved view and report. Supported operational reports can attach a bounded CSV; otherwise use the secure in-app link. The Delivery panel shows the next run and recent sent, failed, skipped, or revoked outcomes and lets an authorised user test, pause, resume, or delete a schedule.
Current paginated source-row and scheduled-CSV cohort: Sales List, Appointment Schedule, Day Sheet, Cancelled Appointments, No-shows, Incomplete Appointments, Staff Performance, and Service Sales. Discounts and Commission keep their dedicated report/export paths in this release; they are not silently routed through the generic source-row runner.
On native, Search reports filters the local library as you type. Ask Reports is a separate action for server-authorised deterministic matches, so searching the catalogue never implies an AI request. Interpretive AI is optional and PRO-only: OpenChair shows the exact Spark price and runs it only after explicit confirmation. AI answers link back to the supplied aggregate evidence and source reports.
Pinned and Recent Reports
Use the pin icon on a report card or library row to save a report to the Pinned view. Pinned reports are saved per user and venue, so an owner and manager can keep different shortcuts for the same salon.
You can pin up to eight reports. Recent reports remain local to the device. Because Pinned and Recent are alternate views of the same library, a report can appear in both without being duplicated on screen.
Categories
Category filters narrow the report library without changing report periods. Available reports stay first. FREE venues can expand the passive PRO group or use an exact title/alias search to identify a locked report; access is still enforced when opening it.
Metric Definitions
Report pages include info icons for the core reporting metrics:
- Revenue
- Bookings
- Average spend
- Occupancy
- Booking rate
- No-show rate
- Cancellation rate
- Retention
- Rebooking
- Utilisation
Definitions include a short formula, what is included, what is excluded, and caveats where the source data has limitations.
Core Report Pages
The PRO source reports share a consistent structure:
- metric strip for the primary numbers
- diagnostic checks that explain what to inspect next
- visual ranking or trend shape
- detail table with source rows behind the summary
- export menu for CSV and browser print
Current source reports:
- Sales Summary: period totals, average sale, service mix, and status breakdown
- Sales List: billable appointment records behind selected-period appointment value
- Service Sales: service revenue share, sales share, service mix, service sales detail
- Product Sales: paid product sales, units sold, average unit price, sales share, current stock signal, and product detail
- Appointment Schedule: all appointment statuses with full-scope schedule checks, time, client, service, staff, booking payment marker, source, duration, scheduled value, and appointment links
- Day Sheet: operational flow, exceptions, assignment, booking payment markers, duration, scheduled value, and appointment records; cancelled, declined, and expired appointments are excluded
- Cancelled Appointments: cancellation notice, reason coverage, booking payment markers, scheduled time affected, cancelled scheduled value, and appointment records
- No-shows: full-scope no-show volume, missed scheduled time and value, source and booking-payment context, and appointment records
- Incomplete Appointments: full-scope cleanup age, active-status mix, assignment and booking-payment context, and appointment records
- Revenue Trend: trend line, previous-period comparison, trend checks, period detail
- Booking Volume: completed and still-open outcomes, cancellation/no-show disruption, peak volume, and responsive outcome detail
- Staff Performance: appointment-value contribution, attributed appointments, attributed time, sample-aware averages, and responsive staff detail
- Hourly Performance: revenue per available hour, utilisation, booked time, lost capacity, strongest windows, weakest windows, and actionable gaps
- Gift Card Performance: exact venue-local issuance and redemption activity, prior-period movement, mutually exclusive source mix, current outstanding liability and voucher portfolio, and forward 30-day expiry risk; issued value is not presented as payment received
- Deposit Performance: exact venue-local appointment-period gross captured and net retained value, mathematically reconciled refunds, sample-aware no-show coverage, forfeited recovery, and responsive deposit-outcome detail
Exports
PRO users can export these core report pages to CSV:
- Revenue Trend
- Sales Summary
- Sales List
- Service Sales
- Product Sales
- Appointment Schedule
- Day Sheet
- Cancelled Appointments
- No-shows
- Incomplete Appointments
- Booking Volume
- Staff Performance
CSV exports include report metadata such as report name, venue, effective date range, timezone, currency, and generated timestamp. Spreadsheet formula prefixes are neutralised before export.
Existing exports remain available from their original surfaces:
- Commission Report CSV
- Timesheet CSV
- Compliance Report CSV
- Hourly Performance CSV
Commission Report and Timesheet Export are available on every plan. Timesheet Export uses the selected shift-start date range, shows completed, open, manual, and voided entries for audit, and excludes voided entries from its CSV. Open shifts remain in the CSV with no net hours so they can be corrected before payroll.
Compliance Report is available to PRO owners and managers on web and mobile. It uses recorded-event dates in the venue timezone, supports booking drill-down and complete pagination, and exports a formula-safe audit CSV without ID photo files or private storage references. Other linked exports retain the plan and role rules shown on their report surface.
Print / Save as PDF
Source report print actions open a dedicated printable route outside the normal app shell. The print view uses a light theme, removes sidebar/navigation chrome, keeps the report title and selected period, and allows long reports to paginate across multiple PDF pages.
Access
Reports is visible to owners and managers only. Team members do not see the venue-wide Reports entry in the sidebar and cannot open it directly.
This does not change staff-specific reporting surfaces such as My Earnings.
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Common questions
- Where is the Reports hub?
- On web, open Reports in the sidebar. It is visible to owners and managers.
- Where did Intelligence go?
- On web, Intelligence has been folded into Reports as Operating Briefing. Old Intelligence links redirect to Reports > Operating Briefing with the same date range.
- Can I export reports?
- PRO users can export Sales Summary, Sales List, Service Sales, Product Sales, Appointment Schedule, Day Sheet, Cancelled Appointments, No-shows, Incomplete Appointments, Revenue Trend, Booking Volume, and Staff Performance CSV files from Reports. Commission Report and Timesheet Export are available to owners or managers on every plan, subject to each report's role access. Print / Save as PDF opens a dedicated light-mode print route.
- Can I save favourite reports?
- Yes. Pins remain personal shortcuts. PRO owners and managers can also save a validated report view, reopen the same scope, grant governed access, and schedule supported views for email delivery.
- What can FREE venues see?
- FREE venues can open Reports and Operating Briefing. Advanced/source reports appear in a collapsed PRO group; an exact search can reveal a matching locked report, and direct advanced report URLs show the upgrade state.
- Can staff see Reports?
- No. The venue-wide Reports hub is owner and manager only.