This report shows all appointments, broken down into department, then date and time and finally employees and the services they perform for customers, this works for any length of time required.

This report shows all appointments, broken down into department, then date and time and finally employees and the services they perform for customers, THIS SHOULD ONLY BE USED WHEN USING ServiceLevelIncreaseSplit tag in XConfiguration, this works for any length of time required.

This report shows all appointments that were ADDED between your chosen dates, broken down into departments, the date and time of the appointment and finally employees and the services they perform for customers, this works for any length of time required.

This report shows appointment visit types and values taken. For example, the revenue from new customers or customers requesting a specific employee. It has the total money taken and commission. This allows you to investigate your customers relationship to appointments, this works for any length of time required.

This report shows appointment cancellations, for any length of time required.

This report shows any customers that have had contact within a specific period of time. This allows you to contact your customers to maintain the relationship, for example, for thank you for the business type messages, or discounts for customers who have not had contact for a while, this works for any length of time required. Select the date range, run the report, export to Excel using the red arrow, to select all e-mails click the header of row K and copy, to select all mobile numbers click the header of row O and copy.

This report shows a specific employees customers that have had contact within a specific period of time. This allows you to contact your customers to maintain the relationship, for example, for thank you for the business type messages, or discounts for customers who have not had contact for a while, this works for any length of time required. Select the date range, run the report, export to Excel using the red arrow, to select all e-mails click the header of row K and copy, to select all mobile numbers click the header of row O and copy.

This report shows the total deleted appointments from an employees jobs. For example, you can find out who has the most deleted appointments which is helpful for finding out any employees who might be creating phantom appointments to appear busy and then deleting them afterwards. This works for any length of time required. NOTE: Dual appointment are correctly credited to each employee.

This report shows the total discount given on appointments within your chosen date range. This can become important when renewing your agreement with a 'corporate membership' client and you want to inform them about how much their employees are saving by using you. This works for any length of time required.

This report shows appointment notes, this is useful to show any special notes for todays services, but can be used for any length of time required.

(*Use report below instead for short-range employee reviews*)This report shows the total number of appointments, along with the total number of appointments that were rebooked last time. This allows you to see if employees are asking customers to return for their next appointment. This can apply to any length of time required. IMPORTANT NOTE: When you select re-book when paying for an appointment, THAT appointment will not show as a re-booked appointment, only future appointments will be shown as re-booked appointments. This is a large date range summary, use the 'By Employee' report below instead for e.g., monthly employee reviews.

This report shows the total number of appointments per employee, along with the total number of appointments that were rebooked by each individual employee last time. This helps you ensure employees are asking customers to return for their next appointment and whether they are booking them in. This can apply to any length of time required, e.g., monthly employee reviews.

This report counts appointment visit types. For example, the number of new customers or customers requesting a specific employee. This allows you to investigate your customers relationship to appointments, for example, how many customers do not have a preference of who carries out the service, or how many request a specific employee, this works for any length of time required.

This report counts appointment visit types broken down to give a total for each employee. For example, the number of new customers or customers requesting a specific employee. This allows you to investigate your customers relationship to appointments, for example, how many customers do not have a preference of who carries out the service, or how many request a specific employee, this works for any length of time required.

This report shows the total money paid by customers in highest accumulated amount order. This means you can see which customer is your most valued for producing the highest revenue from product and service sales, allowing loyalty bonus/discount offers/e-mail messages. This can apply to any length of time required.

This report allows you to print history for anyone who is coming in today. It shows details of the 'Top 5' appointments before today. As always this can actually be used for any length of time required.

This report shows all customers whos birthday is in the specified date range, for example, it will show all customers whos birthday falls between the dates you choose with their postal address for envelops with a little address window. This allows you to post them birthday offer letters, which you can export into Word for editing by using the export button,(for body type just BODY and then search replace that in word with your message, or type your own message in the body box before running the report). You can print this as it is created as a first pass-print job, and then type your own standard letter in word and print again over the template pages (2nd pass print). We advise this re-print method as it gives more flexibility for artwork or fancy fonts, your font should be Times New Roman, size 14. Your logo can also be added/changed from the programs menu. On your bottom start bar, click Start..AlphaTask..Platinum..Xtras..Customer Xperience ..Change my Company Logo for postal letters etc. Make sure the customer has a full address or they will not appear here. Also see Mailing Labels by Birth Date which allows easy electronic email and SMS text messages birthday offers.

This report shows a count of customers whos birthday is in the specified date range, for example, it will show all customers whos birthday falls between the dates you choose. This will include in the count any customer with a date of birth even if they do not have any other details like postal address. Also see Birthday Letters and Mailing Labels by Birth Date which allow you to do easy postal or electronic email and SMS text messages birthday offers, good-will best wishes, etc.

This report shows the total number of your customers by postcode, so you can target a postcode in marketing and determine if it increases visits. Numbers counted can apply to any length of time required.

Call History (this needs setting up with a proper account with numberstore.com or similar)

This report shows customers contact details who have either bought a product flavour in the past, or has expressed an interest in a product flavour. You can always export any data by clicking the Red arrow top left of the report screen. As your data base grows this report will take longer to run, please do not run it at peak trading hours. This allows you to contact your customers to maintain the relationship, for example, for thank you for the business type messages, this works for any length of time required. Run the report, export to Excel using the red arrow, to select all e-mails click the header of row L and copy, to select all mobile numbers click the header of row J and copy.

This report shows all customers contact details in the database. You can always export any data by clicking the Red arrow top left of the report screen. As your data base grows this report will take longer to run, please do not run it at peak trading hours. This allows you to contact your customers to maintain the relationship, for example, for thank you for the business type messages, this works for any length of time required. Run the report, export to Excel using the red arrow, to select all e-mails click the header of row K and copy, to select all mobile numbers click the header of row I and copy.

This report counts the number of customers who have bought a product flavour in the past, in other words a count of the number of customers interested in a specific flavour. If you double click the mouse on a flavour name you will -drill down- and see interested customers e-mail addresses, you can always export any data by clicking the Red arrow top left of the report screen. As your data base grows this report will take longer to run, please do not run it at peak trading hours.

Shows a complete list of all customers, their course name and number of remaining course-credits.

This report shows information about all non-deleted customers entered on to the computer by reception or through internet registrations. Used to give top level figures to establish conversion rates e.g., from 'P'otential and 'S'trong potential to actual 'C'ustomers. See also Customers Registration Date by Status which allows you to target one specific status type.

This report shows information about all new customers entered on to the computer by reception, or through internet registrations, it only shows potential, strong, staged-paying or actual paid customers. Used to help establish those that are not paying customers yet, who is stage-paying or who has already paid. It shows how long ago they first contacted you. You can choose a specific status to show. Working for any length of time required.

This report shows deposits taken during a time frame with totals. You can also run this report for just one customer from their profile, see top left (...) button. Tip: make sure you set a large date range if you wanted to see all customers who have paid a deposit!

This report allows you to send a letter to any customers that have had contact within a specific date range. This allows you to contact your customers to maintain the relationship, for example, to send a letter to thank them for their custom, or an incentive type discount for customers who have not had contact for a while, this works for any length of time required. You can export into Word for editing by using the export button. A company logo can be added by looking for and changing CompanyLogo.bmp.

This report allows you to send a letter to any customers that have had contact within a specific date range. This allows you to contact your customers to maintain the relationship, for example, to send a letter to thank them for their custom, or an incentive type discount for customers who have not had contact for a while, this works for any length of time required. You can export into Word for editing by using the export button. A company logo can be added by looking for and changing CompanyLogo.bmp.

This report shows the breakdown of how registered customers heard about your business. Double left click to drill down to the customers details. This can apply to any length of time required.

This report shows the customers who have not visited you for the longest time, so you can target them with mobile sms text, e-mail or postal marketing for special offers and determine if it increases visits. This can apply to any length of time required but we recommend that you run it from start of your business to no more than 6 months ago, so you do not include regulars. For example, Set the start date to the start of your business life, set the end date to 6 months ago, the customers shown have not visited for 6 months or more.

Needs setting-up to work properly.

You can introduce loyalty cards for your customers and award them for their custom. This report allows you to show your customers loyalty amount, this is the running total of how much their appointments are worth. You can allow your customers to claim their rewards by going to the Advanced Menu, the reward is then added to their Customer Tab value for use to pay for Products and Services. Once the Tab value is charged up and the Loyalty award is claimed the Loyalty Amount is set to zero again. This must be setup to work properly, please ask your technical support contact about switching this on.

You can introduce loyalty cards for your customers and award them for their custom. This allows you to print letters to your customers to inform them that they have had a loyalty reward, the Loyalty Amount is the running total of how much their appointments are worth. You can allow your customers to claim their rewards by going to the Advanced Menu, the reward is then added to their Customer Tab value for use to pay for Products and Services. Once the Tab value is charged up and the Loyalty award is claimed the Loyalty Amount is set to zero again. This must be setup to work properly, please ask your technical support contact about switching this on.

This report allows you to print out a mailing label for each of your customers.

This report allows you to print out a mailing label for each of your customers restricted by their date of birth. If you are in October and want to send out a birthday offer for anyone who has a birthday in November set the start and end dates to sometime in November. This can be used for postal, Mobile phone text and email marketing also by using the eMarketing button 'eMessage Them'. Due to eMessaging use blank postal addresses are shown. This can be used to show all birth dates over one or several months.

This report allows you to print out a mailing label for each of your customers in your chosen country. Enter the country in the first box. Please try to keep the same country code eg. stick to USA and not a mixture of USA and United States.

This report shows information about customers mobile phone numbers broken down by the Department and Service that they usually have, if there is no mobile number stored for the customer it will not show the customer, if the customer has asked not to be contacted with mobile marketing messages and the box is unticked on their customer profile they will not be listed here.

This shows all new retail product stock entered on to the computer, it will show only products that a customer has shown an interest in, for any length of time required. If you select today as a start and end date this will show any proactive product marketing e-mails that go out to customers.

This shows all new retail product stock entered on to the computer, it will show only products IN A GROUP that a customer has shown an interest in, for any length of time required. If you select today as a start and end date this will show any proactive product marketing e-mails that go out to customers WHO ARE INTERESTED IN ALL PRODUCTS OF A GROUP.

This report shows information about all new customers entered on to the computer by reception, or via internet registrations, for any length of time required.

This report shows information about all new customers entered on to the computer by reception, or through internet registrations, with the latest first, for any length of time required. It will only show customers who are happy to get contacted, if you click the red arrow top left you can export the list of e-mails and mobile numbers. There is a total shown at the bottom. INSTRUCTIONS:Open the report, export it to excel format, open the exported excel .xls file, delete the report header text, right mouse click on Column C and click copy for a list of mobile numbers, right mouse click on column E for a list of e-mails, paste into a text editor like word, save, send.

This report shows a specific persons 'potential customer' contacts that have had contact within a specific period of time. This allows you to contact potential customers to maintain the relationship, for example, for how are you doing type messages, it ensures there are no potential customers that have not been contacted for a while, this works for any length of time required. Select the date range, run the report, export to Excel using the red arrow, to select all e-mails click the header of row K and copy, to select all mobile numbers click the header of row O and copy.

If you click the Customer Referral button on the visit type selection screen when a new customer books an appointment, then lookup the customer who referred that new customer, you can track and reward the customers who refer others. This can also be done via the customer profile top left (...) button were you can add and see that customers referral details. This can apply to any length of time required but the search dates concerned are the new customers *registration* date not the appointment dates.

This report shows information about the Tab, which means what money the customer owes on credit and what the salon owes the customer from tab/voucher sales. For example, if a customer owes a total of 100 and the salon owes a total of 80 to the customer (in unused vouchers) then the customer owes 20 to the salon.

This report shows how a customer has used their Tab. This is useful if a customer contests the current value, you can show them how and when they used the Tab credits. This can apply to any length of time required.

This report shows all outstanding/unpaid invoices. If you want to remove an invoice you need to do a customer lookup from main menu, then click the date in the history, then click the history button, then click the 'Delete This' picture button.

This report lists all outstanding/unpaid invoice totals on a per customer basis. If you want to remove an invoice you need to do a customer lookup from main menu, then click the date in the history, then click the history button, then click the 'Delete This' picture button.

This report shows the Gender breakdown of visiting customers, so you can target them with e-mail or mail marketing for special offers and determine if it increases visits of a particular gender. This can apply to any length of time required BUT the person must have visited within the range you choose.

This report shows contacts details of customers who are watching auctions so you can target them with e-mail or text message marketing for special offers or even offer them the product if your top bidder lets you down. This will show auctions whos ending date is between the start and end dates you choose here.

This report shows information about your employees workload. For example, the report will show who has worked the most jobs and the least jobs. This can apply to any length of time required.

This report shows information about your employees workload by the Day. For example, the report will show who has worked the most jobs and the least jobs broken down into week days. This can apply to any length of time required.

This report shows what departments your employee is assigned to.

This report shows the amount of money you get for renting chair space, working for any length of time required. IMPORTANT NOTE : To cover a week you must select monday to monday, also if a person does not appear here and they should, please make sure they have a Rental amount in their record on the employee edit screen, which is found from the main menu. If they appear to have worked too many days, check that they are booked off in the Roster which is found on the setup menu just off the main menu. This works for any length of time required.

This report shows the amount of money you get for renting chair space, working for any length of time required. IMPORTANT NOTE : To cover a week you must select monday to monday, also if a person does not appear here and they should, please make sure they have a Rental amount in their record on the employee edit screen, which is found from the main menu. If they appear to have worked too much, check that they are booked off in the Roster which is found on the setup menu just off the main menu. This works for any length of time required.

This report allows you to easily see exactly how many customers an employee has within any date range. It may be used to see if employees client groups are growing. To do this set the end date to the end of last month, run and print that report, and then compare those totals when setting it to the end of this month. Normally you would set the start date to before your business started, but works for any length of time required.

This report allows you to easily see exactly how many customers an employee has within any date range. It may be used to see if employees client groups are growing. To do this set the end date to the end of last month, run and print that report, and then compare those totals when setting it to the end of this month. Normally you would set the start date to before your business started. To see the details simply double click the left mouse button on an employee name. This works for any length of time required.

This will show you details of customers who have ever requested an employee, it allows you to select an employee before it runs the report. This is useful if an employee is going on holiday and wants to tell their regular customers. This can be saved to excel format and then copied into an e-mail to be able to send them all a message. If you export to excel, open the excel sheet, right click row L click copy, you can then paste into your e-mail sending tool. This applies to all customers in your system it is not date based.

This report shows the days an employee worked and the number of dys booked off on leave, this works for any length of time required. NOTE: To cover a week you must select monday to monday, also if they appear to have worked too many days, check that they are booked off in the Roster found on the advanced menu. This does not cover half days off, only rostered full days off, for any length of time required. DOUBLE LEFT CLICK TO SET THE DATE TO BOLD.

This report shows information about the number of services performed by your employees. This can apply to any length of time required.

This report allows you to easily see exactly how many Leave days an employee has within any date range. It may be used to see which employee is in the least and works for any length of time required.

This report shows the total number of jobs an employee has carried out, where they were specifically asked for by name. This is useful because it allows you to see who is the most requested employee by your customers, for any length of time required.

This report shows the total money received from an employees jobs. For example, you can find out who is bringing the most money in from product and service sales, for any length of time required. NOTE: Dual appointment are correctly credited to each employee, therefore only the amount for the employees price/skill level for services is credited to them. Double click and employee name to drill down and show a break down of the payment types if you need to pay your employees their own cheques, etc. This works for any length of time required.

This report shows how much to pay employees who are on a fixed or partial salary. For example, if an employee is paid a 10,000 salary per annum, and you select 31 days for this month’s pay, you will get 870.78 (10,000/356 days *31 days). This will be the pre-tax value calculated and shown here, for any length of time required.

*Employee must have a commission value in their record* This report shows how much to pay employees who receive commission for product sales. Commission is shown in 3 ways depending upon your business; commission of the NET (pre-tax), or the price paid (gross) or just on commission of the profit made. For example, if an employee receives 20% commission on product sales, this commission will be calculated and shown here, with a total, for any length of time required. Important Note : This report only works on appointments that are paid for, you must also have a product commission value in the employees record. You can double click an employee's name to 'drill down' into the appointment, customer, product names and prices.

Employees who are rostered off day by day; e.g. 2 weeks for holidays in the summer or off this Wednesday for dentist. Working for any length of time required.

Employees who are rostered off on the same day; each and every week.

*Employee must have a commission value in their record* This report shows how much to pay employees who receive commission for services. For example, if an employee receives 20% commission on their services, this will be calculated and shown here, with a total, for any length of time required. For more expensive services, as an incentive, you can set a multiplier on any service so if it is sold they get 2 or more times their % commission.

*Employee must have a commission value in their record* This report shows how much to pay employees who are mainly salaried but also receive commission for service sales above a certain amount related to a multiple of their salary. For example, if an employee receives 10% commission on their service sales above a certain threshold, this will be calculated and added to their monthly salary, as an example, for the salary multiple enter 3, if the bonus has a threshold of above 3 times the annual salary, enter 10 if the commission percentage is 10 percent, giving a result of 10 percent of any service sales above the salary multiply threshold, this is added to the salary for the chosen date range, for example 28 days, working for any length of time required.

This shows the date and time that an employee started and ended their working day. To add to this report you need to right mouse click on the main menu in a blank area, this will allow employees to clock in and out.

This report shows a day by day bankable Till total (ie. Total of Cash and Cheques) This report is usually run for accounting purposes to cross reference what the daily till total was against what amount was actually banked and appears on a bank statement, it can be used for any length of time required. Double left click any date to drill down to see each individual transaction that day.

This report shows a day by day bankable Till total (ie. Total of Cards) This report is usually run for accounting purposes to cross reference what the daily till total was against what amount was actually banked and appears on a credit card bank statement, it can be used for any length of time required. Double left click any date to drill down to see each individual transaction that day.

This report shows customers who have appointments in multiple departments, on the same day,but have paid for all the appointments via one departments till.It is used when you have different departments that are either owned by different people, or for accounting purposes are 'on-paper' two different companies, it allows you to see what moneys are owed to what departments in order to divide the takings up fairly. Working for any length of time required.

Important:This cannot be used if you have more than one employee working on an appointment, see below instead. This report shows what was actually taken, if an appointment is deleted its values will not be shown, please read the notes at the bottom of the report, it can be used for any length of time required.

Important:This cannot be used if you have more than one employee working on an appointment, see below instead. This report shows what was actually taken, broken down by employee, with average spend per customer, if an appointment is deleted its values will not be shown, please read the notes at the bottom of the report, it can be used for any length of time required.

Same as above but Dual appointment aware providing it is one employee to one appointment for the same customer.(multi appointments are allowed with same customer just not more than one employee per appointment).

This report shows what was actually taken but with product sales broken out to another separate total, if an appointment is deleted its values will not be shown, please read the notes at the bottom of the report, it can be used for any length of time required.

*WILL NOT WORK UNTIL ACCOUNTS MODULE IS SETUP* This information is direct from the bank export and displayed in a nice format, you can click to copy a bank reference for example, this info comes not directly from the OFX but direct from the YourBiz database which is basically the back end of Microsoft accounting where we can IMPORT the .OFX into that database. For accountant type info please see the gross takings report instead. This report shows payments by date and you can restrict down to a specific transaction name (customer name or payment reference). This is used for importing your bank statements (.ofx files) from on-line banking. This relies on you installing the free Microsoft Accounting program. Sign in as manager..more setup.. easy setup.. e-business..financial area... to add this accounts module.

*WILL NOT WORK UNTIL ACCOUNTS MODULE IS SETUP* See the gross takings report instead. This report shows payments by date connected to monthly paying customers restrict down by their regular transaction name (customer name or payment reference). Import your bank statement(.ofx files) from your on-line banking and run this, set monthly paying customers payment reference in their profile. Run it to see which regulars have not paid you. This relies on you installing the free Microsoft Accounting program. Sign in as manager..more setup.. easy setup.. e-business..financial area... to add this accounts module.

**You should use Tax Repayment Totals By Date, see below.** CRUCIAL: Tax rates need setting up via easy setup. This report uses one tax value and needs to be setup properly, it is no good for you if you have different tax values per product, like any zero tax items. This report shows how much value added tax there is to pay on the purchase and sale of Products, it also shows total numbers of products sold, for any length of time required.

This report shows any refunds and what amount was actually refunded with the type or method of refund, please read the notes at the bottom of the report for vital information, it can be used for any length of time required.

**You should use Tax Repayment Totals By Date, see below.** This report uses one tax value and needs to be setup properly, it is no good for you if you have different tax values per service-treatment, like any zero tax items. This report shows how much value added tax there is to pay on the sale of Services, for any length of time required. CRUCIAL: Tax rates need setting up in easy setup.

This report shows how much tax there is to pay on the sale of Products and Services, for any length of time required. It is GST PST aware so you can do both Country and Local taxes for both products and services e.g. GST/PST in Canada. CRUCIAL: Tax rates need setting up in easy setup.

This report shows total income by month for progress and growth comparisons. For example, you can compare last year’s sales to this year’s sales in order to determine if more advertising or marketing is required. This can apply to any duration of time required.

This report shows information about the state of the Till (ie. Cash, Cheque values etc.) Top Tip:Appointments must be green and paid for to appear!! First type your expected Cash, Cheque and Credit Card values and these will be shown next to the actual values. This report is usually run at end of the day but it can apply and be used for any length of time required.

This report shows information about the state of the Till (ie. Cash, Cheque, Card, Voucher values etc.. Top Tip:Appointments must be green and paid for to appear!! This report is usually run at end of the day but it can apply and be used for any length of time required.

This report shows all date based information in your business. For example, Leave types like lunch or Off time, all the actual appointments, all Quick Product Sales. It will show it with the date and time it happened with customer name if applicable. It is used to find values that you think are not right or do not know where they came from. Any deleted data is also shown but is marked in red. This works for any length of time required.

*WILL NOT WORK UNTIL ACCOUNTS MODULE IS SETUP* This report shows paying customers transaction codes (customer name or payment reference). Import your bank statement(.ofx files) from your on-line banking and run this, set this customer payment-reference in their profile. This relies on you installing the free Microsoft Accounting program. Sign in as manager..more setup.. easy setup.. e-business..financial area... to add this accounts module.

This report shows appointments paid for in one department and then moved to another. It can be used for any length of time required.

This report shows what is due for each appointment and if it is paid for or not, watch out for any errors in red, please read the notes at the bottom of the report for vital information. You can find a set amount or leave it blank for all amounts. Can be used for any length of time required.

This report shows 1) what was due for each appointment and 2) the pre-calculated addition of products and services, in order to spot any differences, watch out for any errors in red, please read the notes at the bottom of the report for vital information. Double or overlapping appointments will appear with the same customer name, possibly the same amount, but set as Paid For 'N' and the rest of the line will be blank. This is a hidden appointment, meaning one is in-front of the other and you cannot see it, if you look at the day/time that the appointment was taken, open the appointment on the daybook and set it to just 1 cell eg. 15 minutes, this will allow you to see the one behind it and delete or pay for it. It can be used for any length of time required.

This report is similar to the Due Amount Inconsistency but is Advanced as it goes back and re-calculates the totals for the report. This report might take a long time to run and so the other should be used firstly. It does not change any of your data.

This report shows what was actually taken order by the largest first, this allows you to spot any very large amounts that are an obvious mistake and re-pay for that appointment.

This report is used to identify any appointments that do not have a payment record, if it shows one simply re-pay for that appointment to show it on financial reports. If cancelling the appointment payment process (however extremely unlikely) these may be out of sync with each other; even if green on the daybook. **When re-paying please read the popup warning carefully**. For any length of time required.

This report shows any non-zero overpayments with a date and time (normally it is zero if you do not use this feature) in that case, if it is non-zero, the staff have made a typing error. it can be used for any length of time required.

This report shows what was actually taken, please read the notes at the bottom of the report, it can be used for any length of time required.

This report is mainly used to find out when an appointment has been accidentally paid for on the wrong day. This can throw your figures out from what was due and what was taken. It shows what was due for each appointment and what was actually taken for that appointment, watch out for any errors in red, please read the notes at the bottom of the report for vital information, it can be used for any length of time required.

This report shows what was due for each appointment and what was actually taken for that appointment, watch out for any errors in red, please read the notes at the bottom of the report for vital information, it can be used for any length of time required.

Same as 'Payment' above but shows the totals per payment type, e.g. shows a tab total.

This report is used to identify any inconsistency in the due amount of an appointment and the total of the services and products selected for that appointment. The total is stored for faster reporting purposes instead of re-calculating all services and products each time a report is run. If a user changes the list but cancels the appointment it is possible (however extremely unlikely) that these will be out of sync with each other. For any length of time required.

This report shows detailed information about all service sales, paid for or not, allowing you to forecast and see if you are on track, for example, it shows who did (or who will) perform it and when, the price and which customer it was (or will be) sold to, for any length of time required. IMPORTANT: You cannot compare the figures here to other reports because this report will calculate an appointment in even if it is not paid for! Other reports will be based on what was actually paid but these are based on what was due.

This report shows an overview of all service sales by employee, paid for or not, allowing you to forecast and see if you are on track, it shows the total monetary value, for any length of time required. IMPORTANT: You cannot compare the figures here to other reports because this report will calculate an appointment in even if it is not paid for! Other reports will be based on what was actually paid but these are based on what was due.

This report shows information about non-customer cash movements in your business. This is not cash taken from a customer or change given to a customer, it is cash internally used by employees. It will show it with the date and time it happened, for any length of time required.

This report can be printed and handed to each staff member, each day, each page has the name of the employee on it. It shows Customer list, services/treatments for that day and their previous 5 products purchased, to allow upselling of 'The Usual' products if possible, as always this can actually be used for any length of time required.

This report shows information about the state of the Till (ie. Cash, Cheque values etc.. Top Tip:Appointments must be green and paid for to appear!! IT IS NOT AN INCOME REPORT it is to check that money has not been removed fraudulently by staff, that all credit card payments were correctly paid and that you have all cheques ready for banking. This report is usually run at end of the day but it can apply and be used for any length of time required. If you use vouchers you need to run one of the 'financial area' till total reports.

The same as Till Total in the list but not broken down by department.(read that description) Top Tip:Appointments must be green and paid for to appear!!

Some opening hours can be complex, on different days different opening and closing hours, this helps check your setup.

*IMPORTANT* to see WHO did each event you must enable pin codes for each staff member! This report shows information about what is going on in your business. For example, if a new customer has been entered into the system, if there is a change of service price, moved or deleted appointment, or a cancelled booking. If you set up pin code for your staff it will also show their names next to each event. It will show the date and time each event happened, for any length of time required. If you want to see specifically just one appointment and 'what has been happening' with it, you can click your right mouse button in a blank space in the 'appointment details' screen instead.

This report shows you full order details, for your chosen date range, with the current status of each order's item's, the name and address of the customer who ordered and the name and address of the delivery customer, it is useful for checking that no orders have been forgotten. It works for any length of time required.

This report shows you full order details with the current status of each order's item's, the name and address of the customer who ordered and the name and address of the delivery customer, it is useful for when a customer calls to check the status of their order.

This report shows each Customers Bid on a Product in an Auction, for any length of time required, you can Auction any Product in the database.

This report shows information about your best selling product, for any length of time required.

This report shows if any products need re-ordering. For example, each product has a re-order level and when this level is reached, it will show in this report along with the relevant supplier contact details. You can further choose the Supplier and Flavour(Product Range type) which allows you to Export (top left, to .PDF format) and file-attach and email the order directly to them. You can even choose certain pages only to export.

This report shows information about the employee who sells most products, for any length of time required.

This will show all Products in the groups and flavours you have put them in, it is used to check that you have not made any mistakes. Important: To show here you must have the product in stock, see the Product button on the Main Menu. The flavour utility you use to assign products to flavours will only show products that have a price. To hide ---group names--- just blank the price out on those items.

This report shows the total cost of products an employee has used during customers services (In-Shop use), this information is recorded by clicking Quick Product Sale, selecting the product and then clicking the (In Shop) button, this will flag it as used in the shop and not sold to a customer. You can also double click to 'drill down' into the data to see more of the details. It works for any length of time required.

This report shows the total cost of products used during customers services (In-Shop use), it is broken down by Product Flavour, this information is recorded by clicking Quick Product Sale, selecting the product and then clicking the (In Shop) button, this will flag it as used in the shop and not sold to a customer, for any length of time required.

This report shows the current product stock levels, the re-order level of each product, the total cost of the stock and current worth if sold without discount. This allows you to find out how much stock you have and what it is worth at any given time. If you use the Tab feature you must use the Tab Aware version of this report.

Talk to us before using this report for vital info. This report shows the current product stock levels, the re-order level of each product, the total cost of the stock and current worth if sold without discount. This allows you to find out how much stock you have and what it is worth at any given time. This report ignores any Tab value products, so you can get an accurate value of stock.

This report shows IN STOCK retailable products with its code and their barcodes, this allows you to very quickly lookup prices and sell stock. This report includes any Tab value products, allowing you to scan them at point of sale from a pre-printed list.

This report shows ALL current retailable products with its code and their barcodes, this allows you to very quickly lookup prices and sell stock. This report includes any Tab value products, allowing you to scan them at point of sale from a pre-printed list.

This allows the current tab based products to be printed, this allows you quickly assign tab value products to customers, allowing you to scan them at point of sale from a pre-printed list.

This report shows detailed information about product sales and profit, for example, which customer it was sold to and who sold it, for any length of time required.

This report shows detailed information about product sales and profit, broken down into 'Flavours', A flavour is a term used to group products into whatever you decide they should be grouped into, you set this up in the 'Product Group' and 'Product Flavour' areas of the 'Advanced menu', it shows which customer it was sold to and who sold it, grouped into your customised 'Flavours', for any length of time required.

This report shows an overview of information about product sales and profit, broken down into 'Flavours', A flavour is a term used to group products into whatever you decide they should be grouped into, you set this up in the 'Product Group' and 'Product Flavour' areas of the 'Advanced menu', it shows which customer it was sold to and who sold it, grouped into your customised 'Flavours', for any length of time required.

This report shows an overview of information about product sales and which employee sold it, for any length of time required.

This is the same as the above but shows, for each employee, the total of products sold by them, with total taken and NET value.

This report shows an overview of information about product sales and profit by day, for any length of time required.

This report shows information about monthly sales and profit of products. For example, for each month it will show a total value with profit for the total product sales in that month, for any length of time required.

This report shows detailed information about already paid for service sales, for example, when and who performed it, the price and which customer it was sold to, for any length of time required. It will not show here if not paid for (it must be green in the daybook)

This report shows detailed information about service sales by department, for example, when and who performed it, the price and which customer it was sold to, for any length of time required.

This report shows an overview of already paid for service sales, by employee, with total monetary value, for any length of time required. It will not show here if not paid for (it must be green in the daybook)

This report shows an overview of already paid for service sales, by employee, by day, with total monetary value, for any length of time required. It will not show here if not paid for (it must be green in the daybook)

This report shows information about monthly sales of services. For example, for each month it will show a total value for the total service sales in that month, for any length of time required.

This report shows sales totals for a specific service for month by month sales comparisons. For example, you can compare last year’s sales to this year’s sales in order to determine if more advertising or marketing is required. Selecting [choose] will show all services. Using this report with eMessaging you can target and send messages to customers who have JUST had one type of service/treatment. You can double click to drill down in to the data. This can apply to any duration of time required and you must specify 1st until end of the month. NOTE: for marketing via eMessaging you can choose FALSE and it will show anyone who has not had the chosen one to send special offers out.