Your reports dashboard

Requirements

• Available on: Growth and above
• Device access: Web & mobile browser
• Permission: Owner or Manager

Your reports dashboard gives you the headline numbers for your salon — revenue, appointments, tips — plus your top services, stylists, and clients, for whatever period you choose.

How to read your dashboard

1. In the left menu, open Reports.

   <!-- CAPTURE: route=/reports | login=owner | state=data present (demo) | highlight=summary KPI cards | viewport=1440x900 -->

2. The cards at the top show your key totals for the period: Total Revenue, Net Revenue, Transactions, Tips, Total Appointments, and Refunds.

3. Use the date filter to change the period. Pick a preset — Today, This Week, This Month, or This Quarter — or enter a custom start and end date.

   <!-- CAPTURE: route=/reports | login=owner | state=date presets visible | highlight=date-range filter | viewport=1440x900 -->

4. Below the totals you'll find:

   • Revenue Overview — daily revenue for the period.
   • Top Services — your best sellers, ranked by revenue, with booking counts.
   • Top Stylists — staff ranked by revenue, with appointment counts.
   • Top Customers — clients ranked by spend, with visit counts.
   • Appointments by Status — how appointments split across completed, no-show, and other statuses.
   <!-- CAPTURE: route=/reports | login=owner | state=data present | highlight=Top Services/Stylists/Customers | viewport=1440x900 -->

Note: If there's no activity in the period yet, you'll see "No activity in this period yet. Once you take bookings and payments, your analytics will appear here." Total Revenue includes gift card sales — your Rewards & Retention report shows outstanding gift card balances separately.

Tip: Need a detailed, downloadable breakdown rather than the dashboard view? See Run a report from the library.

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Related articles

• Run a report from the library
• Rewards & retention reports
• Taxes & your 1099-K