Reports
Reports sit under Insights in the sidebar:
- Revenue — what the studio earned for a period, split by services and products, with the money that isn’t income listed separately.
- Product Sales — units and net sales for each retail product or jewelry piece, with its last sale date.
- Earnings — revenue, commissions, and tips by team member.
- Sales Tax — taxable sales and tax collected by rate and item type, with the use-tax disclosure for jewelry given with services.
- Balances — every balance the studio is holding or owes: store credit, deposits, gift cards.
- Close of Day — the end-of-shift close: cash reconcile, tenders, and services vs product sales.
Rules every report shares
Section titled “Rules every report shares”One studio at a time. A report covers the studio you’re currently working in — switch studios to run it for another location. There is no all-locations rollup.
Refunds count when they’re processed. A refund lands in the period you issued it, never back in the period of the original sale. A closed month stays closed; a month with a big refund of an earlier sale can legitimately show negative net sales.
Dates. Most reports cover a selected range; Close of Day opens on today. Balances reports outstanding amounts now or as of one date, rather than activity over a range.
Print and export. Reports print as formatted documents with the studio’s letterhead via Print. Revenue, Product Sales, Sales Tax, and Balances also export CSV; Earnings and Close of Day don’t. Check each report’s export rules: Product Sales includes both product types in CSV, and Balances prints the current page while exporting every matching record.
Which reports need the Sales feature
Section titled “Which reports need the Sales feature”Revenue, Product Sales, Sales Tax, and Close of Day require the Sales feature — without it there’s no register activity to report. Earnings and Balances work regardless: commissions are a property of service pricing and record whether or not you run payroll, and outstanding deposits, credit, and gift cards exist either way.
Permissions
Section titled “Permissions”Reports require their report permissions; Checkouts → View (everyone) does not grant them. Product Sales shares Revenue Report → View with Revenue, and both that permission and Balances → View stay with the owner unless granted individually; Manager includes Earnings, Sales Tax, and Close of Day, Front Desk includes Close of Day, and Payroll includes Earnings and Close of Day. See Roles & Permissions.