Salon & Spa System Reports
Salon & Spa
provides reports that will provide the information that you need to know
about your business. There are 107 pre-defined reports available
within the system that can be viewed or printed at any time. If
you have a new report that you would be interested in, please contact
us.
Current year reports can be accessed from
the sales reports menu, the inventory manager reports menu as well as
the client manager reports menu. There are other specialized
reports available from other locations within the program.
Current Year Reports
Sales Specific
Reporting
Current Year
Sales Reports
- Sales receipt for current sale (print
receipt button)
- Duplicate receipts for any past sale
(sales tools menu)
- Sales summary by staff member -
today's sales
- Sales summary by all staff
members/period (date range selected)
- Sales summary by single staff
member/period (date range selected)
- Sales summary by months (month range
selected)
- Sales summary by period (date range
selected)
- Sales detail for services by staff
member by date range
- Sales detail for retail products by
staff member by date range
- Sales detail for all sales by staff
member by date range
- Sales detail for gift certificate
sales by staff member by date range
- Expense history detail by date range
- Client Sales history detail by date
range
- Staff purchases by date range range
- Consumed inventory report by date
range
- Donation reports by date range
- Product sales history by staff member
and date range
- Product sales history by
supplier/vendor vendor and date range
- Product sales history, consigned
inventory by date range
- Product sales history all inventory by
date range
- Salon sales performance history by
date range
- Tax history by date range selected
- Gift certificate summary reports
- Client gift certificate history
reports
- Daily register close, standard report
- Daily register close, staff tip detail
report
- Daily register close, staff cash and
other tender detail
- Daily register close, staff sales
detail
- Year end statistical summary
Appointment Specific
Reporting
Appointment reports are accessed from the
appointment toolbar or tools menu.
Appointment
Toolbar
- Daybook for the current or any future
day,
- Staff individual schedules for any day
or longer time period desired,
- Client individual schedules for any
day or longer time period desired,
- Access to client profiles, service
histories, tanning, formulas.
Client Specific
Reporting
Current Year
Client Reports
- Client list alphabetical
- Client list numerical
- Client list by stylist
- Telephone list
- Client profile
- Client formula
- Client service history
- Client summary report
- Birthday list by date range selected
- Lost client list
- Tanning Client List
- Client tanning history
- Client record statistics summary
- Client referral reports
- New client lists
- Client mailing labels
- Client account statements
- Salon charge account summaries
- Client loyalty points summaries
- Salon loyalty points program summaries
Inventory
Specific Reporting
Current Year
Inventory Reports
- Inventory check sheet
- Vendor/supplier lists
- Vendor/supplier activity
- Cost of Inventory Detail by all
suppliers
- Cost of Inventory Summary by all
suppliers
- Cost of Inventory Detail by supplier
- Current price list
- Price list by category/group
- Inventory summary by vendor
- Inventory summary (all inventory)
- Inventory summary (category/group
inventory)
- Inventory summary (retail inventory)
- Inventory summary (back bar inventory)
- Inventory summary (consigned
inventory)
- Inventory turnover summary
- Inventory order requirement report
(below minimums)
- Detailed product report
- Purchase order
- Outstanding purchase orders
- Product sales margin analysis
- Inventory value summary
- Products consumed history by date
range selected
- Year to date inventory loss
- Year to date consumed inventory
- List Product Sales (all, date range)
- List Product Sales (single, date
range)
Staff Specific
Reporting
- Commission report by date range
selected, all staff or active staff
- Staff purchases by date range selected
- Staff list
- Staff log in/log out/hours report
SpotCheck
Performance Reports
Current Year
SpotCheck Reports
- Service performance
- Receipt Detail
- Staff Performance
- Client Retention
- Advertising Performance
- Loyalty Points Usage
- Coupon Use Reports
- Staff Tip Report
Printing
Tools
-
Client mailing labels
-
Product labels
-
Product UPC barcodes
-
Client barcodes
Past Year
Reporting
Many of the reports noted
above for the current fiscal year are available for past years.
During the year end procedure the system will archive all of your files
for the recently completed year. These files are available for
reporting at any time in the future. To access past year reports
select the past year reports from the sales reports menu.
Past Year
Reports Screen
Select a year from the pull
down list. Then select your reports from the Client, Inventory and
Sales report menus. Note that as with the current year reports you
can keep selecting and running individual reports without closing the
report window.
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