Report catalogue

Every report in the library, grouped the way the Reports page groups them, with one line on what each answers.

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The library has 87 reports. Which ones you see depends on your role; the All Reports tab shows everything your permissions allow.

Sales & Revenue

Report	What it answers
Sales Summary	Understand total revenue, discounts, tax and payment collection over a date range.
Sales by Branch	Compare revenue and invoice volume across branches.
Revenue Trend	Track revenue over time and see how it compares to the previous period.
Payment Method Report	See how customers are paying — cash, card, UPI, wallet, membership credit, gift vouchers, loyalty points and other tender modes.
Discount Report	How much revenue are we giving away, and through which discount types?
Tax / GST Report	Tax collected per invoice, for day-to-day review.
Sales Return Report	Product returns processed through inventory.
Sales by Invoice	Line-level list of every invoice in a period.
Sales by Service	Which services generate revenue?
Sales by Category	Revenue split across service and product categories.
Sales by Product	Which products generate revenue?
Average Ticket Analysis	How has average ticket value moved over time? (Median and distribution buckets are not computed — those metrics are not yet defined.)
Sales by Staff	Which staff members are generating service and package revenue?

Appointments

Report	What it answers
Appointment Summary	See how many appointments were booked, completed, cancelled or no-showed.
Appointment Status Report	Completed, cancelled and no-show breakdown, by staff member.
Appointment Trend	Is booking volume growing?
Waitlist Report	Who is waiting for an opening, and for how long?
Booking Conversion Report	How many waitlist entries actually convert into a real appointment?

Customers

Report	What it answers
Customer Visit Frequency Report	How often do customers visit?
Customer Spending Report	Spend distribution across the customer base.
Customer Inactivity/Churn Report	Which customers have gone quiet?
Customer Growth Report	How fast is the customer base growing?
Customer Segmentation Report	How do customer segments compare by size and value?
Customer Retention Report	Do customers come back? Each month\u2019s new customers, and the share seen again since.
Customer Acquisition Report	Where new customers came from, by recorded referral source.
New vs. Returning Customers	How much of the period\u2019s business came from first-time versus repeat customers.
Customer LTV Report	Rank customers by lifetime spend, to-date. (Projected LTV is not computed — no forecasting methodology is defined yet.)

Services

Report	What it answers
Service Popularity Report	Which services are booked most often, regardless of revenue?
Service Utilization Report	Which services consume booked service time, and how much of rostered staff time they use.
Service Revenue Report	How each service\u2019s revenue moves over time.
Service Profitability Report	Contribution after commission per service. Excludes consumables, which are not attributable.
Service Performance Report	How is each service doing overall?
Top/Bottom Services	Best and worst performing services by revenue.

Staff Performance

Report	What it answers
Staff Utilization Report	Booked service minutes against rostered hours, per staff member.
Staff Revenue Report	How each staff member\u2019s attributed revenue moves over time.
Cross-Branch Staff Mobility Report	Which staff work across more than one branch, and where their revenue lands.

Staff & Payroll

Report	What it answers
Staff Commission Report	Commission earned by staff, by type and by team member.
Staff Appointments Report	Booking load and status mix per staff member.
Staff Tips Report	Tips earned per staff member.
Staff Attendance Report	Attendance and punctuality record per staff member.
Payroll Summary Report	What are we paying staff, in total?
Commission vs. Payout Reconciliation	What the commission engine calculated against what pay runs actually paid.
Staff x Service Performance	Which staff members drive revenue on which services?
Staff Product Sales Report	Which staff members are driving product sales? (Note: the booking UI does not currently capture staff attribution for product sales — most or all data may appear under "Unassigned".)
Commission-vs-Payout Reconciliation Report	Does what a pay run actually paid out in commission match what was earned in that period?
Staff Performance Report	Revenue, completed appointments and average rating per staff member.
Staff Productivity Report	Revenue generated per hour worked, by staff member.

Memberships & Packages

Report	What it answers
Package Sales Report	Packages sold, by revenue and units.
Membership Sales Report	How many memberships sold, and for how much?
Active Memberships Report	Who currently has an active membership?
Expiring Memberships Report
Gift Voucher Sales Report	How many vouchers sold, and for how much?
Loyalty Points Issued Report	How many points are we giving out?
Loyalty Points Liability	What do we owe customers in unredeemed loyalty points, in currency?
Outstanding Gift Voucher Liability	What do we owe customers in unredeemed gift vouchers, in currency and service visits?
Membership Liability Report	What do we owe active members in unused prepaid credit and sessions?
Gift Voucher Aging & Breakage Report	How old is our outstanding gift voucher liability? (Breakage/forfeiture projection is not computed — no methodology is defined yet.)
Loyalty Points Redeemed Report	How many points are customers actually redeeming, and for how much value?
Frozen Memberships Report	Who currently has a frozen membership, and for how long?
Package Expiry Report
Membership Utilization Report	How much of what customers bought have they actually used?
Membership Revenue Report	Membership revenue over time, split new vs renewal.
Package Service Consumption Report	Which services inside packages are actually being consumed?
Gift Voucher Redemption Report	How much voucher value is being redeemed, and against which templates?

Products & Inventory

Report	What it answers
Stock Movement Report	Full audit trail of inventory changes.
Purchase Report	Stock purchased from suppliers — ordered value, excluding draft and cancelled orders.
Supplier Report	Supplier-level purchasing summary — ordered value, order count and delivery reliability.
Product Velocity Report	Fast- and slow-moving products by units sold per day, with days of stock remaining.
Low Stock Report	What needs reordering now?
Product Margin/Profitability Report	Which products are actually profitable, after cost of goods?
Stock Valuation Report	What is our current inventory actually worth, at cost?
Dead Stock Report

Finance

Report	What it answers
Expense Report	What are we spending, and on what?
Expense by Category Report	Spend breakdown by category, as a share of the whole.
Outstanding Receivables Report	Who owes us money — unpaid invoice balances by customer and age.
Refund Report	Invoices reversed in the period, with amount and reason.
Liability Summary	Total outstanding customer liability across loyalty points, gift vouchers, memberships, packages and credit notes.
Profit & Loss Summary	Revenue, cost of goods, payroll and expenses, distilled to net profit.
Payment Collection Report	How much are we collecting, when, and through which tender modes?
Tax Filing Summary	Period-end tax rollup by component (CGST/SGST), with taxable and exempt bases.

Operations

Report	What it answers
Daily Business Summary	One-glance view of revenue and appointments for the selected day.
Cancellation & No-Show Analysis	Where and why are we losing bookings?
Peak Hours & Capacity Report	When bookings cluster across the week, compared against rostered staff cover.
Capacity & Resource Utilization Report	How much of each resource\u2019s branch opening hours are booked.
Operational Performance Scorecard	One row per branch: average ticket, no-show rate, rebooking rate and staff utilization.
Branch Comparison Report	Which branches are over/under-performing?
No-Show Cost Attribution Report	What is no-show behavior actually costing us, and which staff/services are most affected?

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