Accessing reports in App!
Where do I find reports in the App?
From the calendar, tap More in the bottom right of your screen, then tap Reports. From here you can open:
Cashup: view takings by payment type and refund bills
Revenue: view revenue and tax reports, staff commission. This opens Business Reports, where you can also find the dashboards, Staff KPIs and the other reports.
KPIs: view key metrics for the business and staff
Time-off: view time-off per category by staff member
Client Deposits: view the deposit log by client and refund credit
Gift Voucher Tracking: manage and view gift voucher purchases and statuses
Can I download my reports from the App?
Downloading your reports, including the Downloadable reports and the Deleted booking log, needs to be done from your desktop. Find the steps here: How can I download my reports from Slick? and Checking deleted bookings.
What is the difference between Revenue and Cash up reports?
Cash up records the cashflow into the business including any deposit payments. From an accounting perspective deposits are only recognised as revenue when the service is completed / product is sold.
The Revenue report shows you exactly the value of transactions that have been recorded as checked out. This includes all services and retail products that have been billed.
The Revenue report excludes deposits which have not yet been redeemed against a service but will include any services completed that had a deposit payment against them.
Can I exclude a staff member from reports?
Yes, just ask the team to make them 'unproductive'. Then they will not apply their data to your reports. This can be helpful for trainees and apprentices with low/no occupancy!