Available Reports
Report Summary
This report enables you to finish your shift and account for any monies that have been taken during that period, for example if you had a member of staff that works between 07:00am – 15:00pm they would run an End of Shift when they had finished at 15:00 account for all monies taken, therefore the till would then be correct for the next staff member to take over.
The report will show you the Till Number, Time, Receipt Number, Client Name and the Value attached to the client. It will also give you a grand total of revenue taken during that shift
Note: This report can only be run if you have the End of Shift Facility activated within your Sites Settings
Report Criteria
Regions – All Selectable
Sites – Single Site
Till – All Selectable for the site
Dates – All
Past/Future Report- Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – N/A
Detail/Summary –Detail Only
Group Together – N/A
Report Specific Options – N/A
Report Summary
End of Day is a procedure that should be ran each evening, this report will show you all monies that been taken and also give you a breakdown of how the revenue was entered into your system for example, Cash, Credit Card, Debit Card, Cheque etc, it will also show Till Number, Receipt Date, Time, Receipt Number, Client Name and Value.
This report will also show if the End of Day process has been completed with any anomalies such as over or under banking.
You are also able to obtain an Income Centre Summary Breakdown so you are able to ascertain which area of the business the revenue has been generated from.
Report Criteria
Regions – All Selectable
Sites – Single Site
Till – All Selectable for the Site
Dates – All
Past/Future Report- Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – N/A
Detail/Summary – Detail Only
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report will show all revenue that has been taken through your system along with the Till Number, Receipt Number, Client Name, Nett Value, Tax Value and Total Value.
Note: if you select Detail before running this report along with the above information you will also receive the full description of what the client has purchased.
Report Criteria
Regions – All Selectable
Sites – Single Site
Till – All Selectable
Dates – All
Past/Future Report-Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – N/A
Detail/Summary – Both
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report gives the same detail as the Bills Analysis report with the addition of being able to ascertain the way in which the client paid for example Cash, Card, Cheque, and Complimentary.
This report may be used if you have an anomaly when trying to complete your End of Shift / End of Day procedure as you may be able to ascertain where the mistake has occurred and with which client.
Report Criteria
Regions – All Selectable
Sites – Single Site
Till – All Selectable
Dates – All
Past/Future Report- Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – N/A
Detail/Summary – Detail Only
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report shows all Discounts that have been given, the Discount Type, Reason, Original Price, Discount Amount, Actual Price and the % given, the report is also totaled so you are able to see at a glance how much money you have given away as a discount.
You are also able to run this report to include Automatic, Promotional and Non Promotional Discounts and if you select the Detail Tab you then receive Receipt Number, Client Name and Description of what has been discounted.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report – Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – Yes
Report Specific Options – N/A
Report Summary
This report shows which clients are classed as Non Arrivals within the specified date range and how much revenue you have lost due to them not turning up. When running the report you are able to include Non Arrivals, Not Billed and Payments.
This report details Date, Time, Client, Description and Value, you also receive a Sub Total and Grand Total.
This report can be run for all staff or you are able to select specific staff members.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report- Past
Staff – Yes
Business Areas – N/A
Currency – Site – N/A
Currency System Base – Yes
Detail/Summary – Detail Only
Group Together – N/A
Report Specific Options – Paid, Not Paid
Report Summary
This report shows all clients that have made a cancellation, when running the report you are able to select from Cancellations, Not Billed and Payments.
This report details Date, Time, Client, Description and Value, you also receive a Sub Total and Grand Total.
This report can be run for all staff or you are able to select specific staff members.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – Yes
Business Areas – N/A
Currency – Site – N/A
Currency System Base – Yes
Detail/Summary – Detail Only
Group Together – N/A
Report Specific Options – Payments, Add to Account, Pay Later, No Charge
This report shows all revenue which has been taken from the till to purchase petty cash items.
The report details Till Number, Description, Quantity, Value, you will also receive a Grand Total.
Report Criteria – All Selectable
Regions – All Selectable
Sites – All Selectable
Till – All Selectable
Dates - All
Past / Future - Past
Staff – N/A
Business Area – N/A
Currency – Site – N/A
Currency System Base – Yes
Detail /Summary – Detail Only
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report gives a comprehensive breakdown of all revenue that has been taken and from which aspects of your business.
Each section gives you the Income Centre Name, Receipt Number, Client Name, Description, Nett Value, Tax Value and Total Value.
You are able to select a Specific Business Area for this report along with Targets, Year To Date and Last Year, depending on which of the above you include you will be able to see if you are on target to achieve revenue set, figures for year to date and also see Last Year’s figures to see if you are on target Year on Year.
If you require a Clients Name and full Description of Treatments please ensure that the Details box is ticked before generating the report.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – Yes
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – None, Group, Company
Report Specific Options - Targets, Year to Date, Last Year. These options are only available if the Summary Report has been selected.
Report Summary
This report gives a comprehensive breakdown of all revenue that has been taken and from which aspects of your business and also which staff members are responsible for taking the bookings.
It will show the Staff Name, Income Centre Group, Income Centre Name, Receipt Number, Client Name, Description, Nett Value, Tax Value and Gross Amount. This is totaled so you are able to see the revenue generated against each Income Centre.
You are able to select a Specific Business Area for this report along with Targets, Year To Date and Last Year, depending on which of the above you include you will be able to see if you are on target to achieve revenue set, figures for year to date and also see Last Year’s figures to see if you are on target Year on Year.
If you require a Clients Name and full Description of Treatments please ensure that the Details box is ticked before generating the report.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report- Past
Staff – N/A
Business Areas – Yes
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – N/A
Report Specific Options – Targets, Year to Date, Last Year. These options are only available if the Summary Report has been selected.
This report allows the user to see which payee types Member, Resident, Client, Company or Till Sale have been processed through the till in relation to which income center, depending on which report specific option is ticked you will also see a comparison from the date range for which the report is ran and either year to date figures or last year figures giving the user the ability to see the differences between the two.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates - All
Past / Future – Past
Staff – N/A
Business Area - Yes
Currency – Site – Yes
Currency System Base - Yes
Detail /Summary – N/A
Group Together – Yes
Report Specific Options – Year to Date, Last Year
This report gives a comprehensive breakdown of payment taken by female and male clients, you are also able to include till sale items which have been sold.
The report also shows group totals along with a payment method balance.
You are also able to include year to date or last year for a comparison.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates - All
Past / Future – Past
Staff – N/A
Business Area - Yes
Currency – Site – Yes
Currency System Base - Yes
Detail /Summary – Summary
Group Together – Yes
Report Specific Options – Year to Date, Last Year
This report will show the any revenue that is due to be taken over the 7 day period from the date range which has been selected. This report will show all revenue in the relevant income centers.
Report Criteria
Regions – All
Sites - All
Till – N/A
Dates - All
Past / Future - Future
Staff – N/A
Business Area - All
Currency – Site - Yes
Currency System Base - Yes
Detail /Summary – Summary
Group Together - Yes
Report Specific Options – N/A
Report Summary
This report shows you all the business revenue that is due to come into the business over the dates specified, It shows the Date, Treatment, Total, you are also able to ascertain if any of the appointments have already been paid for example a future payment had been made by the client.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – All Selectable
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – N/A
Currency System Base – Yes
Detail/Summary – Detail only
Group Together – Yes
Report Specific Options – N/A
Report Summary
This report details which staff member has contributed what revenue to the company and which services they have conducted
The report shows the Staff Name, Appointment, and Number of said appointments, Nett Value, Tax Total and Gross amount. It also states how many appointments that have been carried out in which categories
You will be able to ascertain how many clients that each staff member has seen, along with a % total towards the business worth, Average Appointment Value per Client, Average Appointment Item per value, % of Appointments, Average Retail Value per Client, Average Retail Item Value, % of Retail and Treatment and Retail % split.
A detailed Hours Analysis which shows how many hours the staff member has been with a client, how many internal hours have been worked i.e. lunch breaks, meetings etc, White Space, this denotes how many hours the therapist has not been with a client or booked out for internal appointments, Total Worked and Internal not Worked.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – N/A
Currency System Base – Yes
Detail/Summary – Both
Group Together – Yes
Report Specific Options – N/A
Report Summary
This report shows which staff member has conducted which treatment and the revenue that this has generated.
The report shows Receipt Number, Client Name, Nett Value, Tax Value and Gross Amount, be selected Detail you will also receive the Appointment Description and also shows a Grand Total
This report can be ran for individual members of staff or all staff
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – All Selectable
Dates – All
Past/Future Report - Past
Staff – Yes
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – Yes
Report Specific Options -
Report Summary
This report gives you comprehensive details of which user has used the system and what activities they have completed, you are able to select all users or view a specific member of staff.
The report will detail User Name, Booking Date, depending on which areas have been included within the report you will then receive a complete breakdown of the following:
Appointments: Appointment Category, Appointment, Quantity
Facilities: Facility, Facility Name, Quantity and Value
This report has a Grand Total
Group Activities: Group Activity, Group Activity Type, Quantity and Value
This report also has a Grand Total
Packages: Package Name, Quantity and Value
This report also has a Grand Total
Internal Appointments: Description, Quantity
Note: this report will only be effective providing each staff member has their own unique log on and they ensure that no other member of staff uses the system whilst they are logged on. It is essential that each staff member logs onto the system when required and logs off once completed.
If you need to see which clients have booked onto Appointments, Facilities, Group Activities and Packages ensure that the Detail tab is ticked before running the reports
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – Users
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – Yes
Report Specific Options - Appointments, Facilities, Group Appointments, Packages, Internal Appointments
Report Summary
This report enables you to see how many appointments have been booked, on which day and at what time. This is ideal if you need to find out what your busy periods are during the day and also which days are busier than others.
When looking at this report you have three options, you are able to look at number of treatments by day and time, number of treatments by time, number of treatments by day.
You are able to include the following: Staff Appointments, Facility Appointments, Treatment Group Appointments and Non Treatment Group Appointments.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – N/A
Currency System Base – N/A
Detail/Summary – Detail Only
Group Together – Yes
Report Specific Options – Staff Appointments, Facility Appointments, Treatment Group Appointments, Non-Treatment Group Appointments
Report Summary
This report generates your most popular treatments you are able to input the number of treatments for example do you wish to see your top 10 treatments or your top 20, you are also able to look at this report by Quantity or Value.
Quantity
This report shows you your top 10 treatments giving you the name of the treatment and the amount that has been booked.
The report is also broken down into individually booked treatments and those booked as part of a package
Value
This report shows you your top 10 treatments giving you the name of the treatments and the value that each treatment is worth
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – Yes
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – Yes
Report Specific Options – N/A
Report Summary
This report shows all items that have been given as complimentary, you are able to run this for all staff or you are able to select a specific staff member.
This report shows the Staff Name, Receipt Number, Description, Nett Value, Tax Value and Total Amount. You also get a Sub Total per Staff Member and an overall amount.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – All Selectable
Dates – All
Past/Future Report - Past
Staff – All selectable
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Detail
Group Together – Group
Report Specific Options – N/A
The report shows all package that have been booked, it will show a Reservation Ref, Arrival and Departure Date, Arrival and Departure Time, Name of Clients, Package Name, Description of Treatments including within the package, Price, Discounts, Revenue Paid
Report Criteria
Regions - All
Sites – All
Till- N/A
Dates - All
Past / Future - Past
Staff – N/A
Business Area – N/A
Currency – Site- N/A
Currency System Base – N/A
Detail /Summary - Detail
Group Together - Yes
Report Specific Options – N/A
Report Summary
This report shows you how many packages have been booked, the revenue generated and any discounts that have been given,
The report shows Both Non Inclusive and Inclusive packages, Package Name, Qty, Price, Discount, and Total
Each section gives a total for all the above sections.
If you select the Detail option before running the report you will get a comprehensive report giving you a breakdown of which clients have booked onto which package and the revenue generated for each client.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – Yes
Report Specific Options – N/A
Report Summary
This report lists all stock items that are currently in the spa / salon for both Retail and Professional items.
The report shows Stock Manufacturer, Category, Stock Type (Retail or Professional), Reference Number, Description, Barcode, Min and Max, on order, In Stock, Pack Cost, Item Cost, Retail Price, Cost Value and Retail Value
You are able to run this report for all Manufacturers, Categories and Stock Rooms however if you use the filters you are able to select specific ones
The report is totaled for the amount of items in stock and the value of all items
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – N/A
Past/Future Report – Real Time Report
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – N/A
Detail/Summary – Both
Group Together – Yes
Report Specific Options - Manufacturer, Category, Stock Room, Stock Type, Order (Manufacturer/Room)
Report Summary
This report shows you what retail products have been sold by which manufacturers along with a % breakdown of each product towards the overall stock sold.
The report shows Category, Quantity, Nett Value, Tax Value and Gross Amount.
You are able to run this report for all Manufacturers, Categories and Stock Rooms however if you use the filters you are able to select specific ones
By ticking Detail you also get a description of each item.
This report can also be view in graph format
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report will show you which staff members have sold retail items along with value and the % that each staff member has contributed overall.
The report shows Staff Name, Quantity, Nett Value, Tax Value and Total Amount.
You are able to run this report for all Manufacturers, Categories and Stock Rooms however if you use the filters you are able to select specific ones
If you require the ability to see which items have been sold along with the quantity ensure that the Detail tab is ticked before running the report
This report can also be viewed in a graph format
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – All
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – Yes
Report Specific Options – N/A
Report Summary
This report lists your bestselling retail items.
You are able to run this report for all Manufacturers, Categories and Stock Rooms however if you use the filters you are able to select specific ones
The report shows Rank, Reference, Description, Manufacturer, and Category
You are able to run the report by Value, Profit or Quantity
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – All Selectable
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base –
Detail/Summary – Detail Only
Group Together – Yes
Report Specific Options - Manufacturer, Category, Stock Room, Stock Type, Order (Manufacturer/Room)
This report will show you your stock usage comparison; you will see the description of the item, Barcode, Reference Number, Allocated, Calculated and Difference.
By using the report you will be able to ascertain if too much stock is being used when treatments are being carried out.
You will also get a Site and Grand Total
Report Criteria
Regions – All
Sites – All
Till- N/A
Dates - All
Past / Future - Past
Staff – N/A
Business Area – N/A
Currency – Site – Yes
Currency System Base - Yes
Detail /Summary – Summary
Group Together - Yes
Report Specific Options – Manufacturer
Report Summary
This report gives a comprehensive breakdown for each member of staff, showing you how many appointments that they have booked, Revenue Taken, and the % that the staff member has contributed to the Business overall.
The report also shows how many appointments have been booked in each category, revenue taken and the % the staff member has contributed to the Business overall.
You also can see how much revenue each staff member has generated selling retail items and again what % they have contributed to the company as a whole.
You are also able to ascertain how many clients that each staff member has seen, along with a % total towards the business worth, Average Appointment Value per Client, Average Appointment Item per value, % of Appointments, Average Retail Value per Client, Average Retail Item Value, % of Retail and Treatment and Retail % split.
This report also details Hours Analysis which shows how many hours the staff member has been with a client, how many internal hours have been worked i.e. lunch breaks, meetings etc, White Space, this denotes how many hours the therapist has not been with a client or booked out for internal appointments, Total Worked and Internal not Worked.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report show how many hours each staff has worked.
The report shows Staff Name, With Client, Internal Worked, White Space, Total Worked, Internal Not Worked, and Appointments Not Completed.
The report also shows a % breakdown for each of the above areas along with a total.
By selecting Detail you will get a comprehensive breakdown of staff hours for each day
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – N/A
Currency System Base – Yes
Detail/Summary – Both
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report gives you a breakdown of how many hours each room has been used.
The report shows Room Name, With Client, Appointments not Completed, Internal, White Space.
The report also shows a % breakdown for each of the above areas along with a total.
By selecting Detail you will get a comprehensive breakdown of room hour’s analysis for each day.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – N/A
Currency System Base – Yes
Detail/Summary – Both
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report shows how busy each facility has been
The report shows Date, Facility Name, Used by Clients, Used by Staff, Client not Completed, Staff Not Completed, Internal, and White Space.
This report is also totaled and you also receive a % for each section stating how much each facility has contributed to the overall hour’s analysis
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – N/A
Currency System Base – Yes
Detail/Summary – Both
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report will show you how many internal hours each staff member has worked.
The report shows Staff Name, Appointment Type, Worked, Not Worked, and Total including a subtotal.
The report can also be run for all staff members or individual staff members.
You are able to select Staff, Facility and Room
Note: this report will only be effective if you book out all staff when they are being used for an activity that is not treatments
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – All
Business Areas – N/A
Currency – Site – N/A
Currency System Base – Yes
Detail/Summary – Both
Group Together – N/A
Report Specific Options - Order by Type, Facility, Room, Include - Staff / Facility / Room
Report Summary
This report will give you a breakdown on how much commission that is needed to be paid to each staff member.
The report shows Staff Name along with the amount of commission that is required to be paid; it also shows Amount, Percentage and Value. This is for all categories for which staff members get paid commission on.
The report has a Commission Total and a Grand Total
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – All
Business Areas – N/A
Currency – Site – N/A
Currency System Base – Yes
Detail/Summary – Detail Only
Group Together – N/A
Report Specific Options – N/A
Report Summary
The Gift Voucher Report show you which Gift Vouchers have been sold and how much each voucher was worth
You are able to state if you wish this report to show you Vouchers Sold, Redeemed Vouchers, Non Existent Gift Vouchers, Outstanding Vouchers and Expired Vouchers.
Voucher Sold – this report will show you Date, Client Name (only if the Detail tab is ticked) Description of the Gift Voucher ( you may have several different vouchers created for example one voucher called beauty and one called treatments) Voucher Number and the Purchased Value.
This report is also totaled so you are able to see how many vouchers have been sold over the time period selected.
Voucher Redeemed – this report shows you all clients that have redeemed a voucher, it shows you the Purchase Date, Redeemed Date, Redeemed by Client (client name) Description, Voucher Number, Purchase Value and the Redemption Value.
This report is also totaled so you are able to see how many Gift Vouchers have been redeemed over the time period selected.
Non Existed Vouchers Redeemed
The system allows you to account for vouchers which have not been sold initially through your software, for example a client may have purchased a voucher with you in May and you started to use your software in July.
This report shows you the Redeemed Date, Redeemed by Client (Client Name), Description, Voucher Number, Purchase Value and Redeemed Value.
This report is also totaled so you are able to see how many non-existing gift vouchers have been redeemed over the time period selected
Vouchers Outstanding – this report shows you the Date, Client Name, Description, Voucher Number, Purchased Value and the Balance remaining on the Voucher
This report is also totaled so you are able to see how many vouchers that you have sold are still to be redeemed.
Report Criteria
Regions – All selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – Yes
Report Specific Options - Order by Type, Facility, Room, Include - Staff / Facility / Room
Report Summary
This report shows you all the courses that you have sold, including the Course Name and Value.
You are able to state, if you wish this report to show you Courses Sold, Courses Redeemed or Courses Outstanding
Course Sold – this report shows the staff name who sold the course, the Course Name, the Client Name, Quantity, Nett Value, Tax Value and the Gross Amount.
This report is also totaled at the end of each course sold so you are able to see the whole amount for each course that has been sold.
Courses Redeemed – this report shows you the Date, Client Name, Course, Purchase Date, Nett Value, Tax Value and Gross Amount
This report is also totaled at the end of each course redeemed so you are able to see the whole amount for each course that has been redeemed.
Courses Outstanding – this report shows Client Name, Course Name, Description, Nett Value, Tax Value and Gross Amount
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – All
Business Areas – N/A
Currency – Site – N/A
Currency System Base – Yes
Detail/Summary – Detail only
Group Together – N/A
Report Specific Options – N/A
This report will show revenue which has been taken for treatments that have not yet been conducted.
Future Payments Sold – this will show all Future Payments that have been made
Future Payments Redeemed – this will show all Future Payments which have been redeemed
Future Payments Outstanding – this will show all Future Payments that are outstanding
By selecting Detail you will also be able to see client name, treatment and value.
Report Criteria
Regions - All
Sites – All
Till – N/A
Dates – All
Past / Future – Past
Staff – N/A
Business Area- N/A
Currency – Site - Yes
Currency System Base - Yes
Detail /Summary – Detail
Group Together - Yes
Report Specific Options – Sold, Redeemed, Outstanding
This report details all clients who have purchased a pre-payment.
Pre Payments Sold – this will show all pre-Payments which have been sold
Pre Payments Redeemed – this will show all Pre-Payments which have been redeemed.
Pre Payments Outstanding – this will show all outstanding Pre-Payments
By selecting Detail you will also be able to see client name, treatment and value.
Report Criteria
Regions – All
Sites – All
Till – N/A
Dates – All
Past / Future – Past
Staff – N/A
Business Area – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail /Summary – Detail
Group Together – Yes
Report Specific Options – Sold, Redeemed, Outstanding
This report shows all outstanding redemptions.
By selecting detail you will see the client name and value.
Report Criteria
Regions – All
Sites – All
Till – N/A
Dates - All
Past / Future – Past
Staff – N/A
Business Area – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail /Summary – Detail
Group Together – Yes
Report Specific Options – N/A
This report shows all deposits which have been made in relation to reservations
By selecting detail you will see the Reservation Reference, Client Name and Value.
Reservation Deposits made: this will show all Reservation Deposits which have been made.
Reservation Deposits Redeemed – this will show all Reservation Deposits which have been redeemed.
Reservation Deposits Outstanding – this will show all Reservation Deposits which are outstanding.
Report Criteria
Regions – All
Sites – All
Till – N/A
Dates – All
Past / Future – Past
Staff – N/A
Business Area – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail /Summary- Detail
Group Together – Yes
Report Specific Options – Made, Redeemed, Outstanding
This will show all your clients if you select first visit and last visit it will show client name, the first date of visit the last date of visit and will also calculate how many times during the time period selected that they have visited.
First Visit- this will show your clients first visit
Last Visit – this will show your clients last visit
Report Criteria
Regions – All
Sites – All
Till – N/A
Dates - All
Past / Future – Past
Staff – N/A
Business Area – N/A
Currency – Site – N/A
Currency System Base – N/A
Detail /Summary – Summary
Group Together – Yes
Report Specific Options – First Visit, Last Visit
Report Summary
The System allows you to let clients run up an Account over a period of time and this report shows you which clients have an account and how much revenue is outstanding to the company.
The report shows Client Name, Nett Value, Tax Value and Total Amount.
This report also gives you a Grand Total of all revenue that is outstanding.
If you wish to see what items each client has On Account then ensure the detail tab box is ticked before running the report
Note: If you require the ability for a client to use the On Account feature this must first be enabled within your site sittings.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – N/A
Past/Future Report – This is a Real Time Report
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – N/A
Detail/Summary –Both
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report shows you all the clients that are booked in for the date selected, it shows the Client Name, Home Telephone Number, Work Telephone Number, Mobile Telephone Number, Date, Time, Appointment, Staff Member and Treatment Price.
This report can be used if you require the ability to send reminder texts to your clients advising them of a future appointment reminder
This report also has a grand total of all revenue that is due from treatments booked.
Note: The SMS functionality will need to be configured within your system for this to work correctly.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Future
Staff – N/A
Business Areas – N/A
Currency – Site – N/A
Currency System Base – N/A
Detail/Summary – Detail
Group Together – Yes
Report Specific Options – N/A
Report Summary
This report is generated based on how your clients have heard about you and how much each source has generated in revenue for your business, for example if you were to commence with a leaflet drop you would be able to see how much revenue has been generated from this and compare this to the cost of getting leaflets printed and distributed
Note: you will need to have sources created within your Manager System and also need to allocate a source to each client on the client card
This report shows you Source Type, Nett Value, Tax Value and Total Amount.
If you required to see which clients are allocated to each source ensure that the Detail box is ticked before running the report
You are able to select from Clients, Reservations and Mail order
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Both
Group Together – Yes
Report Specific Options - Clients, Reservations, Mail Order
Report Summary
This report shows you, your top clients by spend, when running the report you are able to state how many clients you wish to see, for example you can look at your top 10, top 20 etc.
The report shows Rank, Client and Value
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – N/A
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – N/A
Detail/Summary – Both
Group Together – N/A
Report Specific Options – State prefer top number
Report Summary
This report details all items on account that may be owed from a specific company, for example you may have a company that uses your facilities and they get invoiced at the end of each month.
The report shows Company Name, Receipt Number, Qty, Description, Nett Value, Tax Value and Total Amount.
This report is totaled at the end of each company so you are able to see at a glance what the overall monies owed is.
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – N/A
Past/Future Report – N/A
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – N/A
Detail/Summary –Both
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report shows you all the members that you currently have on a valid membership.
The report shows Member Number, Member Name, Membership Type, Home Telephone Number, Mobile Telephone Number, Staff, Joining Date, Expiry Date, On Hold Payer / Corporate.
This report also gives you a Total of Members, Total of Memberships on Hold and an overall Total
This report can be filtered by Membership Type, Members Category, Update Type and Joining Date.
The report can by ran to include Linked, Corporate, Current, On Hold and Generated memberships
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – N/A
Detail/Summary – N/A
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report shows you all payments that have been received from Memberships.
This report shows Members Number, Member Name, Nett Value, Tax Value and Gross Amount, Due Date, Payment Method
This report also gives a grand total so you are able to see how much revenue has been received.
This report can be filtered by Membership Type, Members Category, Update Type and Payment Method
You can also state your preference on sort order and that can be by Surname, Number, Type or Category
The report can by ran to include Paid or Unpaid
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Past
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – Yes
Detail/Summary – Detail Only
Group Together – N/A
Report Specific Options - Type, Category, Update Type, Payment Method, Sort Order, Include Linked/Corporate/Current/On Hold/Generated
Report Summary
This report shows you how much revenue has been taken and how the amount is split across the next 12 months
The report shows Membership Number, Amount, Paid Date, Months, Other and Revenue generated during that month from each membership
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – All
Past/Future Report - Future
Staff – N/A
Business Areas – N/A
Currency – Site – Yes
Currency System Base – N/A
Detail/Summary – N/A
Group Together – N/A
Report Specific Options – N/A
Report Summary
This report should be ran on a regular basis and it states which items that you have within your system that does not point to an Income Centre, for example if you created a new appointment and did not allocate an Income Centre any revenue generated from this appointment would sit in an Income Centre called None, once allocated to this center there is no way of finding out which monies have come from where.
The report shows you the Item Type, for example an Appointment, Non Stock or Stock item and which item is without an Income Centre, once this report has been ran you are then able to print it off and then allocate any items as required with the correct Income Centre
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – N/A
Past/Future Report – N/A
Staff – N/A
Business Areas – N/A
Currency – Site – N/A
Currency System Base – N/A
Detail/Summary – Detail Only
Group Together – N/A
Report Specific Options – N/A
This report will show you any items within your system that does not have an Allocation Code allocated. This area of the system is essential if you require items to be posted into your hotel system.
Note: This report is only applicable if you are using a Hotel Interface
Report Summary
Report Criteria
Regions – All Selectable
Sites – All Selectable
Till – N/A
Dates – N/A
Past/Future Report – N/A
Staff – N/A
Business Areas – N/A
Currency – Site – N/A
Currency System Base – N/A
Detail/Summary – Detail Only
Group Together – N/A
Report Specific Options – N/A
This feature allows you to select the reports that you use on a regular basis and allocate them to your favorites.
Simply click onto the required report and then press Add to Favorites, the next time you wish to look at this report instead of scrolling down All reports click onto the Favorites tab, select and run the required report.