Check out the video above to see our lovely Pia chat through your reports!
Got more questions?
We have answers below!
1. To access the Reporting Hub, head to Menu - Business Reports.
2. Do the reports include VAT?
You can change your report totals to reflect your VAT/Deductible tax rate by entering this amount in the box shown below.
You can locate this in the top right corner, on the same bar as the date pickers.
3. What does each report show?
If you are unsure which report you need, simple hover over or click on the information icon by each reporting bucket. If you're still unsure, please contact us on Live Chat.
4. How can I download my reports?
You can download an Excel spreadsheet of each section of your reports by clicking the 'Download to Excel' button.
5. Checking Deleted Bookings
If you want to check to see if a clients booking has been deleted or not, you can do this by accessing the 'Deleted bookings'.
In order to do this, click on menu and go to 'Business Reports'.
At the bottom of this page, you will see 'Downloadable' reports.
Next select the dates you want via the date selector. Select first the start date and then the end date.
Then click the 'Download' button for the Deleted booking log.
This will be downloaded into your 'downloads' file on your computer and will show which clients appointments have been deleted. Simple!
6. 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 reports excludes deposits which have not yet been redeemed against a service but will include any services completed that had a deposit payment against them.