The report library
The five numbers on the front page, the 42 reports behind them, and what changes about all of it depending on who's looking.
2 min readUpdated August 14, 2026
Somebody asks how the month is going. The honest answer usually takes ten minutes of adding things up, and by the time you have it the question has moved on.
Reports is the shorter answer. The front page is five numbers; behind it sit 42 reports for when five isn't enough.
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- 1Everything the AI can work out
The five numbers
Total Sales, Transactions, Average Ticket, Refunds and Tips — each with what the same window produced last time, and the percentage between.
The comparison is the part worth having. A total on its own is a fact; a total next to the previous thirty days is a direction, and a direction is what you can act on. Change the range and every tile moves together, so you're never comparing one period's revenue with another period's ticket.
Where a tile says No prior-period data, there was nothing in the earlier window to compare against. It says that rather than showing a percentage, because a change from nothing isn't a percentage — it's a division by zero wearing a suit.
The 42 reports
All reports opens the full catalogue, grouped the way the reports are actually about things:
Staff · Sales · Refunds · Offers · Client balances · Gift cards · Packages · Memberships · Payments · Inventory · Business.
The search box at the top counts them for you, and it's the fastest route in once you know roughly what you want — typing refund is quicker than finding the Refunds group.
What you see depends on who you are
This is the part that surprises people, and it's deliberate.
Reports isn't a manager-only screen. Anyone can open it. But almost everything in it is marked financial, and financial reports need their own permission — so a stylist who opens Reports gets the catalogue with the money removed: the time clock, appointment analytics, cancellations, retention, and stock movements. No revenue, no takings, no one else's sales.
The five tiles on the front page are financial too. Without that permission the page opens with no numbers across the top at all, which is the correct outcome and can look like a bug the first time you see it over someone's shoulder.
Common questions
What period do the top five numbers cover?
Whatever the range picker says — Last 30 days to start with. Change it and all five move together, along with the comparison underneath each one.
What is each number being compared against?
The window immediately before it, the same length. Thirty days is compared with the thirty days before that, so the comparison never quietly changes shape when you change the range.
One tile says "No prior-period data". Is that broken?
No — it means there was nothing of that kind in the earlier window, so there is no honest percentage to show. A change from zero isn't a percentage, and printing one would be a made-up number.
Why can my stylists open Reports at all?
Because a handful of reports aren't about money — the time clock, the appointment analytics, stock movements. The financial ones need a separate permission, so opening Reports and seeing salon revenue are two different things.
Where did Average Ticket come from?
Total sales divided by transactions, over the same window. It's the number that moves when you add retail or drop a service price, and the one worth watching when total sales look flat.
Related articles
- Reading a reportReports · Setting the period, narrowing it down, reading the chart against the table, and getting the whole thing out as a spreadsheet.
- Every report, and what it answersReports · All 42, grouped the way the catalogue groups them, with one line each — so "does it report on that?" takes one page instead of a hunt.
- Ask your reports a questionReports · Type the question the way you'd say it out loud, and get an answer with the real report underneath it.
Can’t find what you’re looking for?
Book a 20-minute walkthrough and we’ll answer it on a screen share — or start free and try it on your own salon’s data.