Business Summary Report Explained

The Business Summary Report is a summary of Reservation data for a specified time period.

This report can be accessed by choosing Reports > Business Summary.

Please note: The Business Summary Report does not contain data on Sales or Payments. This is contained in the Sales Report and the Payments Report.

The Business Summary Report can be filtered by a pre-set or custom time period, as well as by employee:

The figure at the top shows the total number of Reservations within the reporting period.

The first section is a breakdown of all Re-bookings; Cancellations, Check-ins and No-Shows for Reservations within the reporting period.

Click View no-show reservations to view all Reservations tagged as 'No Show'.

The Services section is a breakdown of Reservation data by Service.

The Employees section is a breakdown of Reservation data by Employee.

The data in each section can be exported to a CSV file by clicking the Export to CSV button at the top right 

To print the Business Summary Report, click Print

The Business Summary Report is a summary of Reservation data for a specified time period.

Please note: The Business Summary Report does not contain data on Sales or Payments. This is contained in the Sales Report and the Payments Report.

This report can be accessed from the Menu by tapping Reporting > Business Summary

The Business Summary Report can be filtered by a pre-set time period, or date, as well as by Employee

To filter by time period, tap directly on today's date displayed at the top of the screen

You can use the < > arrows to jump to the days before or after today's date

OR

Tap the Calendar icon in the top-right corner for a different date

Then tap on the drop down arrow and select from either Daily, Weekly, Monthly, Quarterly or Yearly to view Business Summary data for that time period

To filter by Employee, tap Employee in the Filters section, which displays your Employee list

Tap on the relevant Employee name to view Business Summary data for that Employee

Leaving the Employee filter set to None displays Business Summary data for ALL of your Employees

The data displayed in the Business Summary Report is explained below:

SUMMARY

The Summary section is a breakdown of all Re-bookings; Cancellations, Check-ins and No-Shows for Reservations within the reporting period

The Rebookings figures in the reports are only triggered when a booking is made by opening an existing booking, clicking on the Rebook button and selecting one of the future weeks

LINKS

Tap View cancelled Reservations to open your account in the web app showing a list of all reservations tagged as Cancelled during the reporting period

Tap View no-show Reservations to open your account in the web app showing a list of all reservations tagged as No-shows during the reporting period

SERVICES

The Services section is a breakdown of Reservation data by Service within the reporting period

EMPLOYEES

The Employees section is a breakdown of Reservation data by Employee within the reporting period