Staff Reports

Staff reports

Staff reports can be used to access your payroll options and analyze the performance of your staff members. All of these reports can be filtered using advanced filters, if needed. For information about other report types, see Reports. Report Description Cash Closeout Displays a list of cash closeouts performed by your […]

Cash Closeout Report

The Cash Closeout Report is a staff report that displays an overview of cash closeouts made during the selected date range. To learn how to perform a cash closeout, see Performing a cash closeout. In this article: To view the Cash Closeout Report: To modify a Cash Closeout Report: In […]

Client Retention by Staff Report

The Client Retention by Staff report is a staff report that displays a detailed record of staff retention rates during a selected time frame. A client is “retained” when they visit during a specified “First Visit” time period and then visit again within a specified number of days (retention period). […]

Payroll Details Report

The Payroll Details Report is a staff report that displays a detailed payroll report for the selected time period. In this article: To view the Payroll Details Report: Summary cards in the Payroll Details Report Summary cards Description Pay The total amount paid to staff members for services or sales […]

Payroll Summary Report

The Payroll Summary Report is a staff report that displays a summary of your payroll for the selected time period. In this article: To view the Payroll Summary Report: Summary cards in the Payroll Summary Report Summary card Description Pay The total amount paid to staff members for services or […]

Staff Attendance Analysis Report

The Staff Attendance Analysis Report is a staff report that displays an overview of staff members’ performance during the selected time period. This report can be used to assess the efficacy of your staff members. In this article: To view the Staff Attendance Analysis Report: Summary cards in the Staff […]

Staff Service Average Report

The Staff Service Average Report is a staff report that displays the average number of clients who attend each staff member’s classes during the selected date range. This report can be used to assess the popularity of your instructors and their classes, and to manage communications with your staff members […]

Time Clock Details Report

The Time Clock Details Report is a staff report that displays a detailed look at your staff members’ daily Time Clock activity and earned pay during the selected date range. In this article: To view the Time Clock Details Report: Headings in the Time Clock Details Report Heading Description Day […]

Time Clock Summary Report

The Time Clock Summary Report is a staff report that displays an overview of your staff members’ time clock activity and earned pay during the selected date range. In this article: To view the Time Clock Summary Report: Headings in the Time Clock Summary Report Heading Description Staff The name […]

Tips Earned Details Report

The Tips Earned Details Report is a staff report that displays details about each of your staff members’ tips and associated purchases during the selected date range. In this article: To view the Tips Earned Details Report: Summary cards in the Tips Earned Details Report Summary cards Description Total Tips […]