25. REPORTS


Using the reports you can:
- List all orders with client name, id, date, location, staff, payment type, amount paid for each payment type and order total;
-  Group and display a list of all the clients and the totals for each client with id, name, email, phone, orders total, cash total, card total, card fees total, cheque total, courses, services, products, promotions, power plates and tanning courses;
- List of all client’s orders as shown on the receipt, the order’s details are repeated as needed;
- List all staff with manager rights, calculates the sales total then deducts the VAT value of the total and applies commission percentage to the resulting value;
- Calculate the commissions for the staff;
- List all appointments and the consumables used on each individual treatment;
- List all products included in the treatments consumables list with details on allocation, subtraction and total spent on allocated and subtracted units for each product;
- History of customer balance use with before and after amounts values;
- List of all courses and their income, summary by course directory and grand total at document footer;
- Export all the clients inside the database in Excel of CSV format;
- Determine client visit frequency / loyalty;
- List the total amount taken for each day of the selected month;
- Generate charts representing the evolution and prediction of the total takings;
- List of all the clients with the “How did you found us” option filled in on their profile;
- Excel report and chart of the most busy employee based on the number of services and courses performed;
- List all of the client’s purchased courses with payment and usage stats;
It then lists each course’s instalments, sessions and appointments;
- List all services type appointments with status and payment data;
- List of customers registered through the online booking application with their assigned courses barcode;
- List the number of clients that had a patch test procedure performed;
- List all patch tests with a minimum of 1 booking inside the Day Book;
- Summary of total products income by staff/employee;
- List all items from the receipts with the assigned staff, gross price, net price and discounts;
- List all product sales and who sold them;
- List all products with their stock value, buy and sell prices;
- List all stock operations with details on the product, stock, storage room, method, who performed the action, target bill/receipt and customer, notes;
- List all the services and courses performed by the employees from the appointments;
- List all client purchased courses with their usage and payment data, ordered on, ordered by, used on, paid on;
- Summary of commission sheets report;
- List each staff with the number of distinct clients and appointments he/she in the selected date interval from the Day Book;
- Calculate each staff member’s performance based on attendance, punctuality, utilization, rank, revenue and customer satisfaction;
- List shifts for each staff member and their attendance performance;
- Summary of sales total;
- List all minute type courses purchased by clients and their usage data;
- Lists all session type courses purchased by clients and their usage data;
- etc.

 

The system features the following reports:

1) API Calls

Application Programming Interface call log – requests made by third party software.

2) Barcode Generator

Used to generate a list of CODE39, EAN8 or EAN13 type barcodes.
Can export in Excel/HTML format or as a ZIP archive containing images for printing.

 

3) Clients activity Report

Raw system log of client activity (action log mainly useful for developers or administrators, e.g. bill added, balance update, patch tests, instalments payment, cancelled appointments from the online booking application, power plates and track sessions usage)

 

4) Clients orders Report

- Lists all orders (receipts) with client name, id, date, location, staff (who was logged in and had pressed cast, card buttons), payment type (cash, card, cash and card), amount paid for each payment type and order total.

- Groups and displays summary of the takings for each payment type (e.g. office cash/card total)

- Lists each individual order’s items as shown on the receipt.

- Groups and displays summary of the takings by item type (courses, services, products, promotions, power plates, tanning courses)

- Groups and displays a list of all the clients and the totals for each client with id, name, email, phone, orders total, cash total, card total, card fees total, cheque total, courses, services, products, promotions, power plates and tanning courses.

 

5) Clients orders Summary

Summary of the “Clients orders Report” by client

- Groups and displays a list of all the clients and the totals for each client with id, name, email, phone, orders total, cash total, card total, card fees total, cheque total, courses, services, products, promotions, power plates and tanning courses.

 

6) Clients orders - CRM Report

List of all client’s orders as shown on the receipt, the order’s details are repeated as needed.
Used for import compatibility of receipts in CRM type software.

 

7) Commission for Salon Manager

Used to calculate commissions for salon managers.

Lists all staff with manager rights, calculates the sales total then deducts the VAT value of the total and applies commission percentage to the resulting value.
The commission percentage is entered on the report page, before pressing the “Generate Report” button.

 

8) Commission sheets

This report is used to calculate the commissions for the staff.
It takes the commission sources from one of two sources,
- Staff Commissions admin area page (commissions set for individual services and courses)

- Courses and Services Commissions (for upper and lower limit per service category and course directory)
Results are taken from the Day Book (e.g. what staff performed the service/course)

Services income is calculated from the value of the services on the receipt that have a reference to the appointment from the Day Book.
Courses income is calculated by dividing the course total value to its number of sessions then adding each session as booked for a particular staff.

We keep 2 prices for each item on the receipt, the regular one (displayed on the receipt) and a second one with the discount applied. This helps when calculating the reports.

E.g. If the receipt has a discount of 10% then the second price for each item on the receipt will be reduced by 10%.
If a value is entered as discount on the receipt then a discount percentage is calculated automatically based on the amount entered and the receipt total, same procedure as above is performed.

If discounts are used, then the second price is used when calculating the commissions.
Basically it would calculate the commissions based on the value taken from the customer rather than the item (service/course) total.
The report will list all appointments that a staff had performed in 2 tables (one for each appointment type, e.g. services and courses).
Then it will group by each course and service the total calculated commission.

It will also do this for Patch test type appointments, products and tanning courses.

Lastly all above values are added together and a summary is displayed.

Penalties are applied if the staff clocks in later than the set shift hour, the penalty percentage is added for that particular day if late by set minutes.

The summary also includes entries with the penalties and VAT deducted from the total.

Note:

 

9) Consumables Appointments

This report will list all appointments and the consumables used on each individual treatment.

Consumables are products used performing a particular treatment (service/course/patch test) from the appointment.

They are used to keep track of the products partial utilization and stock deduction.
Consumables can be defined for each service, course or patch test in the database from the “Admin Area” / “Consumables – Treatments” page.
After they are defined, they will be present in the consumables button located in the appointment details window.
If enabled, the system will also prompt you to specify the amount used from each product when you update the appointment status.

The report lists the appointment ID, title, type (service, course, patch test), date, staff, duration, status, client, appointment treatment and consumable data (unit price and size, allocated amount in defined unit e.g. ml/mg and remaining amount from the product), the storage room and consumable status.
The appointment details are repeated for each consumable.

It will calculate the amount spent on the consumable by determining the value for example of 1 ml and multiplying it with the amount allocated.
It will also calculate the total spend on consumables subtracted from stock (this measures whole units).
A summary of the total spent on the allocated and subtracted amount is included at the bottom at the report.

 

10) Consumables Summary

This report lists all products included in the treatments consumables list with details on allocation, subtraction and total spent on allocated and subtracted units for each product.
A summary of the total spent on the allocated and subtracted amount is included at the bottom at the report.

 

11) Customers Balance Report

History of customer balance use with before and after amounts values.

 

12) Courses Income Report

List of all courses and their income, summary by course directory and grand total at document footer.

 

13) Customers List Report

From this report you can export all the clients inside the database in Excel of CSV format.
It also supports “Aweber” and “Mailchimp” CSV file formats.
Use this report to import clients into the “SMS TEXT” page by selecting “CSV for SMS Text”.

14) Customer Trends Report

This report is used to determine client visit frequency / loyalty.
It groups clients based on the number of appointments per specified interval in 3 categories:

Where <x> and <y> are the limits that define the range for the number of appointments and <z> represents the number of months.
From this report you can also export the clients list to be used within the “SMS TEXT” page for marketing purposes.

 

15) Daily sales Report

This report lists the total amount taken for each day of the selected month.
It also groups by normal takings, upsold amount and special offers and compares the total amount taken to the daily target set in the “Admin Area” / “Salon Daily Targets” page.
Note:

 

16) Forecasting Report

From this report you can generate charts representing the evolution and prediction of the total takings.
There are 3 types of charts:

Forecast method can be selected from (depending on type of chart):

 

17) How to find us Report

List of all the clients with the “How did you found us” option filled in on their profile.

 

18) Most busy employee

Excel report and chart of the most busy employee based on the number of services and courses performed.

 

19) Inconsistency Report Clients Courses

This report lists all of the client’s purchased courses with payment and usage stats.
It then lists each course’s instalments, sessions (when they were marked as used) and appointments.

 

20) Inconsistency Report Services Appointments

This report lists all services type appointments with status and payment data (amount taken, taken on, if amounts match with what is specified in the appointment).
Taken amount is calculated from the receipts (when you press ‘set paid’ on the appointment and its services are added to cart a reference to the appointment is also stored in the order/receipt).

 

21) Online Customers Barcode List

List of customers registered through the online booking application with their assigned courses barcode.
A course barcode is assigned automatically when the account is created by the client from the online booking application, it can be later modified from the client profile page if required.

 

22) Patch test - weekly Report

This report lists the number of clients that had a patch test procedure performed with the following fields:

- Nof. Clients booked for patch test – number of clients with patch tests

- No show – Number of clients with patch tests set to “No show”

- No return – Number of clients with patch tests set to “No return”

- Returned and paid – Number of clients with patch tests set to “Returned and paid”

- % returned and paid – Percentage between the total number of clients with patch tests and the number of clients with patch tests set to “Returned and paid”

The report will list each month’s weeks and a total of the above columns for each month.
Patch tests are created from the “PATCH TESTS” page located on the top menu.
One added a patch test’s status can be changed from the above page or from the appointment details window.

 

23) Patch test first consultation Report

This report lists all patch tests with a minimum of 1 booking inside the Day Book.
For each patch test it will also include the first ordered course within the patch test course directory.

 

24) Product sales by employee

Summary of total products income by staff/employee.
A sale is assigned to a staff based on who was logged in the system at the time of purchase or if the staff was selected from the drop-box below the receipt (this will override what staff sold the products on the receipt).

 

25) Products Services Report

This report will list all items from the receipts with the assigned staff, gross price (shown on the receipt), net price (used in some report such as commission sheets) and discounts.
It will also display a summary for services total, courses, products, drinks, promotions, card fees and the number of transactions (orders), sold services and courses, products, drinks, promotion items, number of bookings, treatment time total (from services/coursed duration) and total worked hours (from appointment duration).

 

26) Products sold by employee

This report lists all product sales and who sold them (what staff was logged in or selected for the sale).
It includes details on the amount taken, discount, profit (sell price - buy price) and a summary of the takings, number of product sold, total buy price and profit (nominal and taken).
Nominal profit is calculated from the product set price.

Taken profit is calculated from the value on the receipt with discounts applied.

 

27) Products stock

This report lists all products with their stock value, buy and sell prices.
Note: Total sell and buy price columns represent the sell and buy price multiplied by the stock value.
Excl.Tax columns represent the previous column with the VAT deducted.

 

28) Products stock history

Detailed product stock update log.
This reports list all stock operations with details on the product, stock, storage room, method (e.g. if the stock was updated from the product page manually, deducted from order or from the admin area stock take pages), who performed the action, target bill/receipt and customer, notes.

 

29) Services and Courses sales by employee

This report will list all the services and courses performed by the employees from the appointments (Day Book). It includes the taken amount and course payment data, appointment cancellation date and notes if applicable. Taken amount is calculated by receipt appointment reference for services, for courses it represents the total course payment – do not use this data for commission calculation for courses, use the commission sheets report instead.

 

30) Session Courses Audit Report

This report lists all client purchased courses with their usage (number of sessions used, current session / total or minutes used for minutes type courses) and payment data (number of instalments paid / total, total paid / remaining), ordered on, ordered by (staff nickname), used on (track sessions page date of last session marked as used), paid on (date of last instalment payment).

 

31) Staff commissions

Summary of commission sheets report.

 

32) Staff members activity Report

Raw system log of staff activity (action log mainly useful for developers or administrators).
Provides a log of administrative tasks (e.g. when a service was added or modified in the admin area) and main events such as client updates, booking cancellations etc.

33) Staff members clients Report

This report lists each staff with the number of distinct clients and appointments he/she in the selected date interval from the Day Book.

 

34) Staff performance Report

This report calculates each staff member’s performance based on attendance, punctuality, utilization, rank, revenue and customer satisfaction.
The rank column represents the average of attendance, punctuality and utilisation.
The Customer satisfaction column lists the number of ratings and their average score.
Charts are also provided for each performance index.

 

35) Staff rota

This report lists shifts for each staff member and their attendance performance.
Each staff is on a separate excel sheet.
For each shift the following columns are listed:

Note: By cascading we mean that the value is the sum of the current value + previous calculated value).

 

36) Till Totals Report

Summary of sales total, it includes:

37) Track Minutes Report

This report lists all minute type courses purchased by clients and their usage data (minutes used / total / remaining)

 

38) Track Sessions Report

This report lists all session type courses purchased by clients and their usage data (sessions used / total / remaining)

 

39) KPI (Key Performance Indicator) Report

Capture Rate
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% of transactions for which we have name + either physical address, email or mobile phone
Note:
- Receipts up to selected date (receipt date <= selected date) with client data (name + phone/email/address/postcode)
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients are not counted

Total Captured Active Consumers #
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Total number of customers for whom we have contact data and purchase data, and who have made a purchase within 0-12 months
Note:
- Receipts date between selected date and 12 months in the past from selected date
(selected date -12 months >= receipt date <= selected date)
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients are not counted

Total New Consumers #
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Total number of customers who are new to the database and make a purchase. (Remain new for 0-6 months)
Note:
- Clients with receipts added between selected date and 6 months in the past from selected date
(selected date -6 months >= client add date <= selected date)
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients are not counted

Total Prospects #
------------------------------------------------------------------------------
Consumers who engage with you, don't make a purchase, but are captured in the database and are contactable (name plus phone, email, or address).
Note:
- Clients that have been added before (including) the selected date
- If location/salon is selected then only the clients added at that location and their receipts are counted
- Refunded receipts are not counted
- Deleted clients are not counted

Total Lapsed Consumers #
------------------------------------------------------------------------------
Total number of captured consumers who made a purchase in the last 13-24 months, but not in the last 0-12 months.
Note:
- Clients with contact details that made a purchase before 13-24 months of the selected date
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients are not counted

Total Inactive Consumers #
------------------------------------------------------------------------------
Total number of captured consumers who made a purchase 25+ months ago, but not in the last 0-24 months.
Note:
Same as "Total Lapsed Consumers #" but with a purchase date 25+ months ago from the selected date

Database Total Consumers #
------------------------------------------------------------------------------
Total Active + Total Prospects + Total Lapsed + Total Inactive Customers

Prospect Conversion Rate
------------------------------------------------------------------------------
% of total prospects who are captured and subsequently make a purchase within 12 months of the original FG interaction/capture
Note:
We calculated the % of "Total Prospects #" compared to LAST YEAR (Vs LY field)

New Customer Repeat Rate
------------------------------------------------------------------------------
% of new customers who make a 2nd purchase within the first 6 months after their original purchase
Note:
- Clients with receipts and date added between selected date and 6 months before the selected date
(selected date -6 months >= client add date <= selected date)
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients are not counted

Retention Rate
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% of customers retained from year to year – Of those customers who purchased 13-24 months ago, the percent who also made a purchase within 0-12 months (the most recent year).
Note:
- Percentage of clients who purchased 0-12 months ago to the ones to who purchased 13-24 months ago
The date is subtracted from the selected date
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients are not counted

In/Out Rate
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== NO DETAILS IN POWER POINT PRESENTATION ==
We calculated the % of customers who purchased to the ones who didn't, that were added before and including the selected date
Note:
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- If salon/location is selected then only the clients added at that location are counted
- Deleted clients are not counted

Re-Activation Rate
------------------------------------------------------------------------------
== NO DETAILS IN POWER POINT PRESENTATION ==
Note:
We calculated the % of "Total Inactive Consumers #" compared to LAST YEAR (Vs LY field)

Customer Frequency (1x,2x,3x+)
------------------------------------------------------------------------------
The number of times a single customer makes a purchase over the last 12 months.
Note:
- Clients with receipts before 12 months of the selected date to the selected date
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients are not counted

Total Consumer Spend Frequency (top 1% and 5%)
------------------------------------------------------------------------------
Customers who rank in top 1% Of Spending within 12 months
Note:
- Clients with receipts before 12 months of the selected date to the selected date
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients are not counted
We order the customers by total spent and assign index (first client with the most spendings is index position 1)
We iterate and assign to top 1% by comparing if the index is <= 1% * number of clients

Total Consumer Spend Frequency (Visits 5+/Year)
------------------------------------------------------------------------------
Same as "Customer Frequency (1x,2x,3x+)"

Average Metrics / Average Visit Frequency (AVF)
------------------------------------------------------------------------------
Average total visits per captured customer in last 0-12 months
Note:
- Clients with receipts before 12 months of the selected date to the selected date
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients are not counted
We sum up the nr of distinct days from the receipts for each customer and then average them to the total number of customers

Average Metrics / Average Sales per Visit (AUS)
------------------------------------------------------------------------------
Average sales per visit per customer in last 0-12 months
Note:
- Clients with receipts before 12 months of the selected date to the selected date
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients are not counted
We calculate the average number of items / visits (distinct days) and then average the results again for all clients

Average Metrics / Average Items per Visit (IPT)
------------------------------------------------------------------------------
Average items per transaction per customer in last 0-12 months
Note:
- Clients with receipts before 12 months of the selected date to the selected date
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients and their receipts are not counted
We calculate the average number of items / receipts (transactions) and then average the results again for all clients

Average Metrics / Average Items per Year
------------------------------------------------------------------------------
Average items per customer per year in last 0-12 months
Note:
- Clients with receipts before 12 months of the selected date to the selected date
- Refunded receipts are not counted
- If salon/location is selected then only the receipts from that location are counted
- Deleted clients and their receipts are not counted
We calculate the number of items in the receipts for each customer and then average them to all the customers

 

reports the reports function reports is a very powerful tool for generating and analyzing data it has a large number of features and functions which can be used to identify potential customer segmentation there are several ways to achieve results from the reports you can search by the name of the report on the top you can filter using category or you can scroll down and check again report you want to analyze using reports you can identify marketing opportunity based on your marketing analysis report in this section of the reports you will be able to find and segment data based on the activity of your customers all your packages and courses or your finances reports on your leads for your marketing aspects everything related to them online reservations staff members associated with Evergreen commissions and of course products in stock and sales too how reports work as you can see. may access to various customer reports uh section where you can view customer activity customer balance report balance history summary list of customers uh, including meeting with clients report it just has details monthly uh clients spent trends report orders we have about 100 reports that need to be honestly, it's a wide range of reports where you can analyze the business. activity uh checking the reports will help you to to see and understand your business better. to see who your best customers are and what is the value for each one a client who has great forecasting reports can be viewed twice day book the answer of the semester from your customers who have many reports the customer lead reports to to analyze the busiest business activities promo codes for employee appointments custom fields report how to find us online booking analysis where you can you will see exactly who is online and which step they can reach and which can background tracking of all activities in the Google Analytics dashboard you can paste the Google Pixel code and facebook tracking pixel automatically then you have membership reports you have staff committee reports stock reports you can export. with each individual report you have possibility to visualize the double report check UH graphs if this report comes with chart and export in excel one of my favorite reports is import of product services for everyone you will be able to select one report. as you can see the location you want to target date range which is very nice and easy. you can choose from the calendar or type you can specify a period of time, for example take this example for 12 months by that particular date you can graduate date range from day to day or can determine the duration and of course. report format you can to download this excel file or you can by clicking on the report download or you can view the report simply click view report as you can see i have clear overview and inside the report we have a date and time a recent number of staff that would the system type of the sale description if it is treatment or product gross price net price discount reservation type customer id customer name customer name and last name uh customer phone number uh email address and of course the claim barcode so as you can see you can scroll down export and work with the data you have. you have great analytical reports you have reports on the performance of your staff mind for your commissions and great reports in case you need the new one The report believes we have covers everything you can imagine everything you need in the wide range of 100+ reports however, if you need to user report just have to raise your request in maintenance department The team will analyze your request and they will answer you. most cases there was a positive response and they have created custom report for everyone business because we believe that every business is unique and you know very well what you would like to see inside the report