Read the Reports page
Reports answers the owner questions: how much came in, how much stuck, how busy were we, and is the client base growing. One page, one period toggle, and definitions that don't move under you.
Who can do this: Manager and up. Everyone else sees a pointer to ask a manager or owner.
The page in one pass
- In the left sidebar, click Reports.
- Pick the period at the top: This week, Last week, or This month.
- Read the four tiles across the top, then the cards below.
What each tile means, exactly
- Gross revenue. Every successful charge in the period, tips excluded. A charge that gets refunded later still counts here, because it was revenue when it happened.
- Net revenue. Gross minus refunds minus processing fees. This is the "what stuck" number.
- Visits completed. Appointments that reached Complete in the period.
- New clients. First-time client records created in the period.
Example. Golden Coast's month: Gross $48,200, Net $45,900, 312 visits completed, 41 new clients. The $2,300 gap between gross and net is refunds plus card fees, both visible in the revenue cards below.
[Screenshot: the Reports page with the four tiles]
Common questions
- Why don't tips show in gross? Tips belong to your team, not your revenue line. They're tracked separately (payroll reads them for tip share).
- Gross and net look identical? Then the period had no refunds and no processing fees worth noticing. Common in cash-heavy weeks.
- A refund from last month's sale shows up where? Refunds are recognized against the period of the original charge, so a period's numbers settle rather than bleeding into next month.
- Why can't my front desk open Reports? Numbers are a Manager-and-up view by design. Change the person's role if they genuinely own the numbers.
Good to know
- The location switcher applies here like everywhere: All locations rolls the business up, one location shows its own.
- Definitions live in one place and don't drift; when you compare two periods, you're comparing like with like.