To find the different reports available. Go to :
Staff > Ledger History Report - History of all open/close ledgers as well as all cash transactions in that date range.
Staff >Schedules - Previous 2 weeks/Current 2 weeks/Next 2 weeks schedules. Defaults to your personal schedule, can change view to see a particular locations or entire store's schedule.
Staff > Time Clock - Time Cards for selected date range. From here entries can be added, edited or removed.
Staff > Bonus Earned - Commission earned for selected date range. Information also includes any discount notes for the sale, the total commission-able sales for employee, memberships sold, lotions sold, airbrush/sunless tans sold.
Cuatomers > Collections & Past Dues - This will show every account that has a past due amount, along with a breakdown of regular monthly payments past due and decline fees.
Reports > Sales>General Report/Sales Summary - Side by side comparison of two years (of your choice). This is also the best place for you to find tax information.
- Total sale, taxes owed, gross profit, sales breakdown, tanning packages sold, products sold
Reports >Sales>Sales Analysis - Most popular/highest revenue packages and products in a date range. Can also see which account purchased what products/packages, as well as who sold it to them.
Reports > Sales>Daily Summary - Total sale, Product/Package only sales, Memberships sold, cancellations processed, total tans, breakdown of sales per employee for date range, as well as PCA (per client average) per employee
Reports >Sales> Package Sales - How many of each package was sold and the MSRP vs. what it was actually sold for
Reports > Customers>Search Customer by Sessions on Account - A list (per the date range entered) of what sessions each account has on it (unlimited as well) as well as expiration dates. It is best to search per single day, not in a date range.
Reports > Sales>Sales by Day of Month - Side-by-side comparison of current year sales to prior year. Includes product average and package average, both for the entire month and to date
Reports > Sales>Sales by Time of Day - Hourly breakdown of that day's sales along with the number of tanners that hour
Reports > Customers>Export top 500 Customers - Downloads a .csv file of your top 500 highest spending customers of all time as of that date. Report includes phone number, email, address, full name, amount spent, birthday, and package
Reports > Monthly Draft (Pending) - List of people (for a specific date/day) that are pending a draft, what package they are on, how much they are to be drafted, and what date they are to be drafted. Note: Search future dates, not previous dates.
Reports > EFT/Autobill Reports> EFT Performance Report - Which memberships are still actively drafted in that date range (no names listed), the average draft amount, total tans on that membership, and average price per tan
Reports > EFT/Autobill Reports> Top EFT tanners - Who is using their EFT the most and how many tans in a selected date range a customer has used on their EFT, the package they are on, and how much they pay per month
Reports > Monthly Draft (Pending) - A list of pending EFT drafts for the date range, the package they are on, how much to be drafted, and what date to be drafted. Search future dates when using this report.
Reports > Monthly Draft (Approved) - A list of approved EFT drafts for date range, the package they are on, how much they were drafted, and what date they were drafted. Search previous dates when using this report.
Reports > Monthly Draft (Declined) - A list of declined EFT drafts for date range, the package they are on, how much monthly draft is, and what date the draft attempted. Search prior dates when using this report.
Reports > Redrafts (Approved) - A list of customers who had a past due amount that were successful on redraft date and how much that was brought current. Search previous dates when using this report.
Reports > Redrafts (Declined) - A list of customers who had a past due amount that were still declined and how much they owe. Search previous dates when using this report.
Reports > Autobill (All) - A list of all Autobills that are within the date range, if they are pending, approved, or declined, and how much they are/were drafted for along with date
Reports > Autobill (Approved) - A list of all Autobills that were approved, the date they were approved, and for how much.
Reports > Autobill (Declined) - A list of all Autobills that were declined, the date attempted, and for how much
Reports > Employee Reports>Employee Analysis - Total sales, product sales, package sales in a date range broken down by employee with and without taxes, along with PCA (per client average) for total, products, and packages
Reports >Employee Reports >Employee Performance - What each employee sold, who they sold it to, the price the customer paid, and the date they sold it.
Reports >Equipment>Equipment Analysis - A breakdown of how your levels of tanning, each room, and each category are being used in a time range
Reports >Product Reports>Product Performance Report - What products are being sold, ranked from most popular to least popular, the amount sold, the total sale, and the amount remaining in stock
Reports > Product Reports>Product Inventory (All Products) - Inventory list of most in stock to least in stock
Reports > Product Reports>Product Inventory (Dead Stock Only) - Inventory list of products (most to least in stock) that did not get sold in that date range
Reports > Product Reports>Product Inventory (Sold Stock Only) - Inventory list of products that sold, highest to lowest quantity and how many are in stock. Can add or remove products from inventory on this screen.
Reports > Product Reports>Product Inventory (Adjustment Report) - A list of product adjustments where an item was removed, the employee that adjusted the inventory, the note why it was adjusted, and the amount removed from list
Reports >Product Reports>Search Customer by Product - A list of which customers purchased what products in a date range, can be filtered to specify certain products
Reports > Deposit Report - breakdown per location and employee of cash, credit card, checks, autobill, and total amount collected. Can be filtered by employee.