Report categories
The reports area at /service-specialist/reports now groups reports into five categories:
- Sales
- Appointments
- Finance
- Team
- Clients
Examples of what you can review
- sales summary, daily sales, and sales by service, team member, or location
- appointment summaries, cancellations, no-shows, booking sources, and busiest times
- payments collected, taxes, service charges, outstanding payments, and disputes
- staff performance, staff utilisation, and staff schedule visibility
- client lists, retention, new versus returning clients, top clients, and client reviews
What the landing page lets you do
The reports home page is not just a list. It also lets you:
- search report titles and descriptions
- switch between category tabs
- favourite reports you open often
Favourite reports are stored in your browser, so they stay pinned on that device until you remove them.
How to use them
Use these reports together rather than in isolation:
- pair Busiest Times with Staff Utilisation when planning rota changes
- compare Booking Sources with Sales by Location when evaluating channels
- use Outstanding Payments alongside Payment Policies to tighten collection