Reports

The Reports section provides analytics and business insights including revenue, taxes, deposits, commissions, tips, and payouts. Data can be filtered by date range, team member, payment method, and service type.

Accessing Reports

Navigate to Reports from the main menu. Both web and mobile have the same core data; the interface differs slightly.

Report Types

Reports are organized into tabs / views. On web, these are a pill toggle (not page tabs) within the chart section. On mobile, they appear as tabs.

Web: Clicking a pill switches the chart and summary data. The transaction data table below the chart remains the same regardless of which chart is selected.

Mobile (Trends): Automatically switches between week view (ranges under 7 days) and month view (longer periods).

Date Filters

Quick Filters

• Today (current day only)
• This Week (current week)
• This Month (current month)

Custom Date Range

• Click the date picker (or “Range” button on mobile)
• Select start and end dates
• Reports update automatically
• Clear dates to remove the filter

Reset

The Reset button (available on both web and mobile, in the action bar next to Filters) clears all active filters and date ranges, returning to show all transactions.

Advanced Filters

Click the Filters button to open advanced filter options:

• Artists/Staff, filter by specific team members
• Payment Methods, filter by payment type (cash, card, etc.)
• Services, filter by service type
• Products, filter by product sales

Active filters are shown as badges. Click “Clear” to remove all filters.

Transaction Table

The data table shows individual transactions with:

• Date
• Client name
• Amount
• Payment method
• Artist

Web: Sortable columns, searchable, paginated, exportable to CSV.

Mobile: Tap any transaction row to expand and see detailed service breakdowns. Edit and Client Profile buttons are available on expanded rows.

Editing or Deleting a Transaction

Open a transaction from the table to fix its details or remove it:

• Web: click the pencil icon (Edit Transaction) on the row.
• Mobile: tap the row to expand it, then tap Edit.

Change what you need and tap Save.

Deleting a Transaction

Use Delete transaction at the bottom of the edit window to remove a sale that shouldn’t be there, like a duplicate or a test. You’ll be asked to confirm before anything is deleted.

Deleting a transaction:

• Removes it from your Reports and from the client’s profile
• Can’t be undone
• Keeps the client’s consent form. Signed forms stay on the client’s profile.

What deleting doesn’t do:

• It doesn’t refund a card payment. Refunds are handled in your Stripe Dashboard, so do the refund first, then delete the transaction. On web, card sales have an Open Stripe Dashboard button in the edit window that takes you to the payment.
• It doesn’t change the client’s deposit balance. If the sale took or used a deposit, the client’s balance stays as it is.

Export to CSV

Web:

1. Apply desired filters and date range
2. Click “Export” or “Download CSV”
3. File downloads to your computer
4. Open in Excel, Google Sheets, etc.

Mobile:

• Tap the Export button in the report action bar
• Downloads filtered data as CSV

Payment Method Column (new in v4.2, web only)

Web CSV exports now include a Payment Method column for every transaction (cash, card, Venmo, CashApp, and anything else you have enabled). That means you can group, filter, or reconcile by payment type right inside Excel, Google Sheets, or your accounting tool without having to cross-reference anything else.

Useful for:

• Reconciling Stripe card totals against your bank deposits
• Pulling cash-only totals for end-of-day drawer counts
• Splitting revenue by processor for bookkeeping

Understanding Each Report

Sales

Tracks service revenue. Use to:

• Identify top-performing services
• Compare team member revenue contributions
• Analyze daily/weekly/monthly sales patterns

Taxes

Tracks tax collection. Use to:

• Prepare tax filings
• Verify tax rates are applied correctly
• Pull tax data for specific periods

Deposits

Tracks advance payments. Use to:

• Monitor deposit collection
• Reconcile deposits against completed services
• Find clients with outstanding deposits

The Deposits tab shows deposits taken in the selected period. When a deposit is used at checkout, it shows again on that sale as Deposit applied.

Sales With a Deposit

When a sale used a deposit, its row in the transaction table breaks the amount down:

• The service value, the full price of the work
• Deposit applied, shown as a negative amount
• Collected, what you took at checkout, with the payment method next to it

Sales without a deposit show a single amount.

Collected

The Collected card shows what you took in during the selected range, with a total and one line per payment method. Card and card reader payments both show as Stripe. Use it to match your Reports against your bank and cash drawer.

Trends

Shows performance over time. Use to:

• Identify growth patterns
• Spot slow and busy periods
• Compare time periods

Commissions

Shows commission earnings per team member. Use to:

• Calculate payroll
• Review commission rates
• Export for payroll processing

Each sale line is counted at the rate saved on it at checkout, so changing an artist’s rate later doesn’t change past totals. See Commissions and Sliding Scales for cash and card rates, product commission, and sliding scales.

Tips

Tracks tips per artist. Use to:

• Distribute tips to team members
• Track gratuity trends

Payouts

Comprehensive team compensation (commissions + tips + salary). Use to:

• Prepare team member payments
• Reconcile total payout amounts

Commission here follows the same per-line rates as the Commissions view. For sliding-scale artists, the band comes from the full pay period, and the report adds a note saying so. Details are in Commissions and Sliding Scales.

Troubleshooting

Reports not loading / blank

• Check internet connection
• Try selecting a different date range
• Clear all filters
• Refresh the page
• Verify you have transactions in the selected period

Numbers don’t match expectations

• Verify the date range is correct
• Check active filters (a filter may be excluding data)
• Compare with individual transaction records
• Contact support if a discrepancy persists

Export not working / file is empty

• Verify there is data in the current view
• Check that filters aren’t excluding everything
• Try a different date range
• Check browser download settings

Charts not displaying

• Verify you have transaction data for the selected period
• Filters may be too restrictive
• Try a different date range
• Refresh the page

Related Docs

• Payments Checkout, how transactions are recorded
• Commissions and Sliding Scales, how commission rates, products, pay periods, and sliding scales work
• Staff Management, setting commission rates per staff member
• Settings, tax rates and currency settings