Reports and report categories

Reports allow you to view important information about your business. They’re essential for keeping an eye on important metrics and how your business is changing over time. Additionally, 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.

NoteReports have a limit of 10,000 rows of data. When viewing a report, we recommend using the advanced filters to generate more specific results.

You can perform the following tasks related to reports:

Reports are separated into the following categories:

Report categoryDescription
ClientsReports on your clients, their engagement with your business, and their billing information.
AttendanceReports on the use of the services offered by your business over time.
StaffReports on your staff members, their pay, and their interactions with clients.
SalesReports on financial metrics, including revenue, refunds, taxes, and transactions.
MarketingReports on all email, SMS and postcard communications between your business and your clients.
Enterprise ReportsReports 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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