User Guides

A quick view of when to run our favorite reports.

Follow the suggested procedure for exporting SalonBiz® customer email addresses into Outlook.

Follow these steps to export a report.

Follow these steps to export a report to a local computer if you are using our Enterprise Edition - SalonBiz® HA/SpaBiz® HA.

Use this guide as a reference tool for the top staff coaching reports.

Use this guide as a reference tool for the top inventory reports.

Use this guide as a reference tool for the top management reports.

Use this guide as a reference tool for the top sales reports.

Use this guide as a reference tool for the top staff reports.

Use this guide as a reference tool for the Strategies reports.

Use this guide to create a staff client list using either a report or a query option.

The Accounting and Sales Summary report provides you with a snapshot of the sales, payments and ticket statistics for side-by-side comparison in two formats, daily for a week or monthly for a year.

The Adjustment Summary report displays the reasons that items were adjusted in and out of your inventory stock. It also gives you the dollar amounts associated with those adjustments.

The Average Item Adjustment report shows the details for products on processed inventory adjustments and their average movement for a specified date range grouped by category.

The Average Product Movement report displays products that were sold during the specified time frame. It provides you with an average amount sold for the number of days you selected, displays your inventory levels, on hand quantity and on order quantity.

The Cancelled Appointments report lists all appointments that were cancelled in a specific date range grouped by the staff that was scheduled to perform the service.

The Client List by Staff report displays a list of clients who had a processed ticket by staff within a date range.

The Current Status of Inventory by Category report is a real time snapshot of the dollar value associated with your current inventory stock - broken down by product categories. This report gives you the total on hand quantities along with the corresponding cost and retail price for each category.

The Customer Email List report lists the name and email address of all non-deleted customers with an email address in their customer file. This report only pulls customers with processed tickets within the location.

The Customer Referral Type Summary report gives you a summary of your customer referral activity.

The Customers with a Balance report provides a list of all non-deleted customers that have a balance (positive or negative) in the location.

The Customers with a Discount Report displays a detail of all customers who have received a discount within a specified date range.

The Customers without a Visit Since report is used to see a list of customers who had their last visit within the specified date range.

The Daily Summary report provides you with a summary of the business’ activity. It is typically used for reconciliation at the end of the day and in calculating key indicators.

The Department Productivity Report gives you a productivity summary for each of your staff categories (departments) and an overall productivity measurement for the entire location.

The Detail Customer Referral List Report displays all the referrals that were made by existing customers within a specified date range.

The Discount Summary report lists all of the discounts that were used during the specified time frame.

The Front Desk Productivity by Staff report displays the appointment actions by the booking staff. The ticket rung out section displays the person responsible for processing the ticket.

The Future Revenue Predictions report displays appointments made on the appointment book for future dates for each staff member. It also gives you the expected income from these service appointments.

The Gift Certificate Sales by Type report gives you all of the gift certificates sold within the specified date range, separated into your predefined categories.

The Hot and Cold List by Sales report displays your top and bottom 25 products sold by dollar amount.

The Inventory Valuation Summary displays a snapshot of inventory activity for each day within the date range you specify. The inventory values displayed are the values that are calculated at the open and close of each day; therefore if a day is not closed there can be variance in the inventory value. The cost of goods sold, inventory adjustments and received costs are calculated from tickets, adjustments and received orders for each day.

The Negative Quantity Products report lists all products that have a negative quantity on hand at the time the report is created.

The Open Gift Certificates report displays all open gift certificates including their current balance.

The Out of Stock Products report lists all products that have a zero or a negative on hand quantity. These products are grouped together by vendor. The last page of the report displays a grand total for the on hand quantity, on order quantity and quarter sales.

The Percent of Customers PreBooked report lists all customers that pre-booked (reserved) a future service appointment on the same day that they experienced a service.

The Product Ranking by Quantity Sales report lists all product sales for the date range specified and ranks them from the highest quantity sold to the lowest.

The Product Sales by Item (Category) reports lists products sorted by item number and grouped by category for products sold within the date range and item number range entered. It displays the product code, product name, ticket quantity, product quantity, cost and net sales for each category. It also gives subtotals for each category and a grand total at the end of the report. To rank all the products sold within the period, 000 (zero) should be entered for the starting product code and zzz should be entered for the ending product code.

The Sales Comparison Summary report displays sales for each item type for the date range entered by the user. It then generates sales data for the same date range in the prior year and then two years before. Those sales and quantities are compared against the current sales and quantities to illustrate the growth of the location sales over the years.

The Sales Summary report (accessed through the Ticket screen) provides you with an up-to-the-minute summary of business activity. It is typically used for coaching and monitoring key indicators because it calculates measurements for both the location as well as individual service team members.

The Staff Commission report determines the amount of service and product sales payable to your staff based on the commission structures you create. This report also gives you the option of deducting a product service charge from the totals before or after their commission is calculated or not at all.

The Staff Detail Summary allows you to select one or more staff members to display on the report. It lists all services performed by each staff member for a specified date range. It also lists service totals by category, request type totals, and product totals per staff. The report prints one staff member per page.

The Staff Request Summary report lists each staff member’s service client appointment request reasons and the net revenue associated with them.

The Staff Sales Summary report lists a summary of sales for each staff member. It displays the staff name, service net sales, service quantity, service average, product net sales, product quantity, product average, other net sales, other quantity, other average and product versus service percentage. A grand total of the sale amount is listed at the bottom of the report.

The Staff Service Productivity Summary report provides you with a productivity summary for your location, each of your staff members and departments. It also provides a monthly weekday productivity analysis.

The Staff Strategies Retention report lists new customers that purchased a service on their first visit in the date range. For each customer, their first visit is displayed and if they have returned, their last visit is displayed. A “smiley” face is displayed in the ‘To Stylist’, ‘To Salon’ or ‘To the Brand’ column if the customer has returned for a second service visit by the retention date entered by the user. A “frown” face is displayed in the ‘Lost’ column if the customer did not return to either staff or salon by the specified date. This report is grouped together by each staff member and customers are listed under the staff member who preformed a service for them.

The Strategies Retention report lists new customers that purchased a service on their first visit in the date range. For each customer, their first visit is displayed and if they have returned, their last visit is displayed. A “smiley” face is displayed in the ‘To Stylist’, ‘To Salon’ or ‘To the Brand’ column if the customer has returned for a second service visit by the retention date entered by the user. A “frown” face is displayed in the ‘Lost’ column if the customer did not return to either staff or salon by the specified date. The number of “smiley” and “frown” faces are counted for each column and totals are displayed at the end of the report with percentages.

The Time Payroll report displays how many hours a staff member has accumulated by staff utilizing the time clock entries multiplied by the wage information.

The Tip Detail Summary report lists all gratuities for a specific date range grouped by staff member.

The Tip Summary Report is used to view staff gratuity totals and to see if they have been paid.

The Top N Customers by All Sales Report provides you with a list of your top customers – those who have spent the most money with you - for a specified date range. This report combines both retail and service purchases into a combined total dollar spent figure.

The Voided Ticket List report displays sales tickets which were voided along with the void reason.