Reports and report categories

Reports allow you to view important information about your business. They are essential for keeping an eye on important metrics and how they change over time. In addition, reports can be useful when making changes to your business because you can view the impact those changes have.

NoteAfter changes are made in the system, reports can take up to five minutes to update.

You can perform the following tasks related to reports:

Reports are separated into the following categories:

Report category Description
Clients Reports on your clients, their engagement with your business, and their billing information.
Attendance Reports on the use of the services offered by your business over time.
Staff Reports on your staff members, their pay, and their interactions with clients.
Sales Reports on financial metrics, including revenue, refunds, taxes, and transactions.
Marketing Reports on all email, SMS and postcard communications between your business and your clients.
Enterprise Reports Reports for franchise businesses that allow you to view and compare metrics for each franchise location. Enterprise reports are only available to franchisor business accounts.
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