201 results found
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Create a report for cancellations and no shows
it'd be useful to be able to create a report or summary that shows the number of canceled appointments for a specific window of time, i.e. the number of no-show's for the month, late cancellations, etc.
right now, you can only look one day at a time through the cancellations button on the front desk view.
32 votes -
More Customizable Payroll Reports
Provide more flexibility in payroll reporting and commission settings, including the option to calculate commissions based on the full retail price of services and products without automatically deducting the cost of goods or service costs. This would allow businesses to customize payroll to match their compensation structure, simplify payroll processing, and better support the wide variety of commission models used across the aesthetics and wellness industry.
9 votes -
How is there not a way to print and entire history, product and service report for one specific client?
We are in the medical field, a client may request a whole service history with products. services etc. They may even ask for copies of their clinical notes. There is no way for me to select a client and print their history or notes. I cant believe taking a screen shot is the only way.
8 votes -
Fully Customizable Report Dashboard
Make the new report dashboard fully customizable. Users should be able to choose exactly which metrics and widgets appear on their dashboard, rather than being locked into a fixed layout. Specifically:
Users can select which data points are shown (e.g. gross production, net production) and at which level (practice-wide, individual provider, or both).
Users can add, remove, and reorder dashboard widgets/sections to match what matters most to them.
Selected layout and preferences persist per user, so the dashboard stays customized across sessions rather than resetting to default.Goal: let each user build a dashboard view tailored to their role, instead…
6 votes -
Sales Tax Collected Report
A comprehensive report which shows Product, Service, Membership, and Package sales where it is totaled. Basically, the following reports combined in to one:
- "Service Sales by Category"
- "Membership Sales"
- "Package Sales"
- "Product Sales"This would allow a breakdown of each category and a grand total - for reporting purposes to the state when paying sales tax.
Played with the Detailed line item report - but it is lacking (doesn't total, doesn't show all sales tax collected, doesn't show all necessary categories)
6 votes -
new client report
to pull clients who have visit the spa for the first time
50 votes -
reporting on app
Access admin or management level reporting via the app
5 votes -
Reporting to see which clients do/do not have a card on file
When trying to tag profiles that still need a card on file, it's a bit tedious to go through each client profile individually. It would be very helpful to be able to create a report that pulls the clients that do/don't have a card on file.
36 votes -
Reporting: Lifetime patient retention & Lifetime patient value
ADD REPORTS:
-Lifetime patient Retention
-Lifetime patient spendADD:
-Ability to pull reports outside of 365. i.e. 3 years + etc.4 votes -
Future Appointments Report Needed
We need a report that will show how many specific treatments are booked out during a specific time frame. For example, knowing how many Halo lasers are booked in the next 3-6months helps us know how many Halo tips we need to order. Many treatments use specific disposable items and knowing how many to order and have on hand is crucial.
42 votes -
Nightly Summary
Nightly sales report via email. Each night you receive an email with how much you made for the day/weekend. This is what will be deposited into your bank account the following day(mon-thurs). The weekend will be sent out on Sunday night(fri-sun) Includes a list of the follow: clients name, date of service including tips. This includes gift cards sold. Gloss Genius has this feature and I loved it. Bummed its not here.
26 votes -
New Reporting - Sales Summary (and Daily Summary) should be latest data, not delayed
The old reporting Summaries were all completely real time. It was helpful to get a quick grasp on how the day was going, etc...
The new reporting is all delayed. I would appreciate even just a couple of the reports to be real time. It is a bit of a regression to not have somewhere in the system to show what the current total collected is.
3 votes -
The new reports are awful. I don't the new reports. I want to toggle off the new reports permantly.
I need to permanently toggle off the new reports.
2 votes -
Please do not force the new reports on us!
Almost all of the reports I use for payroll are no longer there. To run payroll, I used the Time Clock Summary- The new one goes day by day and doesn't separate by staff member, so I would have to calculate each individual's time clock entries day by day which leaves far too much room for error and is totally unacceptable. The new summaries section has completely limited the options for separate sales summaries. I use ALL of the summaries and now the majority of them are GONE. Please do not make this a permanent change.
1 vote -
Restore the 'Email this report' option in new reporting
The email icon is no longer available after the recent reporting update.
2 votes -
accounting summary
A report that breaks down the monthly activity into debits and credits for input into an accounting program seems to be a basic feature of every other software I have used...the program syncs to Quickbooks online, so it knows what is needed, just create a report that summarizes it for desktop users.
2 votes -
Feedback on New Report Section
Thank you so much for the new Reports section and Dashboard. I’ve been playing around with both, and they’re a great improvement.
The biggest element I’m still missing is the ability to see a breakdown of sales by employee within the Business Summary or Sales Summary reports.
I see that I can filter the report by Staff, but what I really need is to see the total sales for the selected period, along with a breakdown showing how much each staff member contributed to that total—all within the same report.
That would make the reporting significantly more useful for tracking…
1 vote -
Add dates to reports saved as PDF
When downloading reports as a PDF (for example, the Gift Card balance report as of X date), add in the date to the report. Currently, there is no reference to the date of the report.
2 votes -
Lifetime Client Retention
RETENTION: We need to be able to look at lifetime client retention of more than just 180 days. This is important to understand how long patients are staying in the clinic, whether that be months or years!
3 votes -
Your Tag report doesnt work
The Tag report needs to populate. It doesnt work
2 votes
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