Key Reports overview

ℹ️ Reports are available in the Pro plan.

This report offers a comprehensive snapshot of your business's health.

You can select a date range, site, and employee to customise your view.
Key performance indicators (KPIs) provide essential business metrics at a glance.
Visual statistics, such as sales breakdown and client demographics, are presented in graphs and charts.

This report serves as an accounting tool.

Here you can view:
- Sales Overview: View the breakdown of sales between services and retail, including quantities, totals, and percentages.
- Ticket Averages: Analyze the total tickets and their averages, distinguishing between services and products.
- Payment Types: Explore the performance of different payment methods.
- Customer Insights: Understand customer demographics, including new vs. returning clients and gender distribution.
- Refunds: Monitor any retail refunds processed.
You can select the date range by clicking on the calendar and selecting the desired range.
You can also include or exclude tax.
You can view quantities, percentages, payment types, and client information.
You can export the report to Excel for further analysis or to share with your accountant.

This report offers insights into individual employee performance.

From the Menu select Reports, then select Employee performance.
Here you can view:
- Service and Retail Performance: Analyse employees' performance in service and retail sales, including average ticket values, re-bookings, and upsells.
- Retail Conversion: Assess the percentage of clients who purchased retail products.
- Hours and Customer Visits: Review the total hours worked and the number of customer visits.

From the Menu select Reports, then select Campaign summary.
If you have marketing campaigns set up, this report provides information on their performance.

Learn about the most important reports in Shortcuts Aire and how they help your business.