Reports
39 reports. Zero spreadsheets.
Sales, tips, commissions, retention, stock — live on the dashboard, scheduled to your inbox.
Compared to last period, always.
Every report opens with its key numbers — and one click compares them to the prior period or the same period last year, so you know whether a number is good before you scroll.
- →KPI cards with vs-prior-period and vs-prior-year deltas
- →Sales, payments, staff pay, clients, appointments, inventory, and tax families
- →Filter by date preset, location, and staff
Sales▲ 12.4%
$3,184Appointments▲ 8.1%
27Avg ticket▼ 1.2%
$118Tables that drill down.
Every report is a real table with a totals row, and the first column links into the records behind it — a day’s sales, a member’s pay, a client’s history. Export any of them to CSV or Excel.
- →A totals row on every table
- →Drill from any summary row into the underlying records
- →CSV and Excel export on every report
Date# SalesGross Total
Jul 712$1,131.00
Jul 614$1,375.00
Jul 411$1,014.00
Total312$26,110.00
Delivered before you ask.
Schedule any report to arrive by email — daily, weekly on your day, or monthly — so the numbers meet you instead of waiting to be checked.
- →Any report, scheduled daily, weekly, or monthly
- →Sent by email with the current numbers
- →Manage every schedule from one page
Sales SummaryWeekly · Monday · maya@roseandmain.com
Tips SummaryMonthly · day 1 · maya@roseandmain.com
Lands in your inbox before you open the laptop.Give your front desk superpowers.
Set up in an afternoon. Import your clients from anywhere. Keep every dollar you make.