Reports
Reports Hub
Use Reports to open Operating Briefing, find named reporting surfaces by category, pin favourite reports, return to recent reports, print report pages, and export PRO datasets.
Last updated 23 July 2026
Reports
Reports is the web home for OpenChair reporting. The root Reports page is a report launcher: it puts recent reports and the category-filtered report library first. The former Intelligence dashboard now lives inside Reports as Operating Briefing.
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 to keep your regular reporting jobs at the top of the hub
- Search by report title, description, or alias; the query and category remain in the URL
- PRO owners and managers can save validated report views, govern access, and schedule supported views
- Recent reports are saved locally per venue on the browser
- 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 Operating Briefing only in the Reports hub; advanced/source reports require PRO or an active trial
- Mobile source reports load in pages, show how many matching rows are displayed, and keep already-loaded rows visible if the next page fails
- 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
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 and venue scope. A report's tax basis is also preserved when that report supports the control. Save view is unavailable while a custom granularity, staff filter, discount filter or unsupported tax override is active; reset those controls first. Filters, grouping, sorting and column selection are not saved in this release. Saved views appear in the Reports hub and reopen against the current report definition. If a saved option is no longer supported, OpenChair asks you to review the view instead of silently changing it.
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.
Ask Reports sits above the report library. It lets owners and managers ask a reporting question, then open the best source report for verification.
Pinned and Recent Reports
Use the pin icon on a report card or library row to save a report to the top of the Reports hub. 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 browser-local and automatically exclude reports already shown in the pinned section.
Categories
Category filters narrow the report library without changing the selected reporting period. FREE venues only see reports available on their current plan; PRO and trial venues see advanced/source reports.
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: source rows behind selected-period billable booking revenue
- Service Sales: service revenue share, sales share, service mix, service sales detail
- Product Sales: retail product revenue, units sold, average unit price, stock signal, product detail
- Appointment Schedule: appointment source rows with time, client, service, staff, status, payment context, value, and calendar links
- Day Sheet: active operational appointment rows for running the day
- Cancelled Appointments: cancelled rows with lost value and cancellation reason where captured
- No-shows: no-show rows with missed appointment value and operational context
- Incomplete Appointments: past active-status rows that need completion or cleanup
- Revenue Trend: trend line, previous-period comparison, trend checks, period detail
- Booking Volume: active demand, cancellation/no-show leakage, demand shape, booking detail
- Staff Performance: team revenue, concentration, utilisation review, staff detail
- Hourly Performance: revenue per available hour, utilisation, booked time, lost capacity, strongest windows, weakest windows, and actionable gaps
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
These linked report surfaces are visible in the Reports hub for PRO/trial venues.
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.
FAQ
Where is the Reports hub?
On web, open Reports in the sidebar. Reports 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 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. Print / Save as PDF opens a dedicated light-mode print route.
Can I save favourite reports?
Yes. Owners and managers can pin up to eight reports in the Reports hub. Pinned reports are saved per user and venue, so each operator can keep their own shortcuts.
What can FREE venues see?
FREE venues can open Reports and Operating Briefing. Advanced/source reports are hidden from the hub, and direct advanced report URLs show the upgrade state.
Can staff see Reports?
No. The venue-wide Reports hub is owner and manager only.