Sales Summary Report
The Sales Summary Report provides a clear, high-level snapshot of your shop’s income and expenses for a selected date range. This helps you understand your shop’s financial performance at a glance.
Here's what you'll find plus a description of the report below:
Filters:
Metrics:
How to Use It
Date Range: Choose the time period you want to analyze (e.g., “This Month”).
Artists Filter: View results for all artists or filter by specific artist to see individual contribution.
What You’ll See
The report is broken down into three key sections:
1. Income
This shows all revenue generated by the shop, divided into categories:
Product Sales: Total revenue from products sold.
Service Sales: Includes deposits and completed services.
Deposits: Deposits collected through all payment methods.
Services: The remaining balance collected after services are completed.
Sales Tax: Collected sales tax.
Tips: Any tips collected from clients and logged in the system.
2. Expenses
Tracks money to be paid out by the shop, including:
Commissions: Artist payouts based on services, deposits, or products.
Refunds / Voids: Any payments refunded or voided (if applicable).
Sales Tax: Amount of tax the shop is responsible for remitting.
3. Net to Shop
This is your bottom line:
Net to Shop = Total Income – Total Expenses
It shows how much money the shop actually keeps after commissions, taxes, and tips are accounted for.
Use this report regularly to:
Track performance by artist or overall shop
Understand income vs. payout dynamics
Prepare for tax reporting
Identify trends in product vs. service sales
Payments by Type Report
The Payments by Type Report shows exactly how your clients are paying—whether it's cash, card, or alternative payment methods like Zelle or Venmo. It helps you understand payment trends, track processing volume, and spot which methods are most popular.
Here's what you'll find plus a description of the report below:
On top there's the filters and the chart:
Below the chart, there is a table with the data:
🔍 Filters
Use these filters at the top to customize your view:
Date Range
Analyze payments across time with options like:This Month
This Year
Last Year
Custom Range (set your own date range)
Artist
Filter by specific artist or view totals for the entire shop.
📊 Report Breakdown
1. Payment Types Chart
A donut chart visually shows the percentage breakdown of payment methods used (e.g., how much was paid in cash vs. card). Hover over each slice for quick insights.
2. Payment Table
A detailed breakdown with:
Payment Method: Cash, manually entered card, Zelle, Venmo, etc.
Total Amount: Total value processed via that method
Transaction Count: Number of transactions using that method
💡 Use It To:
Know which payment methods are most common
Track how much is going through cash vs. cards
🛠 Features
Export: Download your payment breakdown as a CSV file
Favorite: Save the report view for quick access later
Appointments vs. Walk-ins Report
This report helps you understand how clients are booking—whether they schedule appointments in advance or walk in without notice. It breaks down total revenue and transaction counts by booking type, so you can track client behavior and plan staffing accordingly.
For this report, a 'Walk-in' is considered any checkout with no appointment.
Here's what you'll find plus a description of the report below:
On top you'll see the filters and the charts:
Below the charts is the Transaction Detail table:
🔍 Filters
At the top, you can adjust the view by:
Date Range: Choose a specific time period (e.g., This Year, Last Month, Custom Range)
Artist: View data for all artists or filter by an individual artist
📊 Report Breakdown
1. Revenue: Appointments vs. Walk-ins
A donut chart visualizes revenue share between scheduled appointments and walk-in customers [add image]
2. Transaction Count: Appointments vs. Walk-ins
Shows how many total checkouts came from each booking type
3. Transaction Details Table
Every transaction is listed below with:
Checkout ID
Client Name
Type (Appointment or Walk-in)
Date/Time
Total Amount
Artist Name
💡 Use It To:
Track how much revenue is coming from scheduled vs. spontaneous visits
Understand artist performance by booking type
Identify whether your business is more appointment-driven or walk-in friendly
Plan staffing levels based on historical booking patterns
🛠 Features
Export: Download the full report to CSV
Favorite: Save this report for future reference
Sales Tax Report
The Sales Tax Report gives you a complete breakdown of taxable and non-taxable sales, how much sales tax you’ve collected, and which items/services were taxed. This report is especially useful for filing taxes and ensuring compliance with your state’s sales tax regulations.
🔍 Filters
Date Range: Choose the timeframe you want to report on (e.g., This Month, This Year, Custom Range)
📊 Report Sections
1. Tax Summary Overview
Here's what you'll find plus a description of the report below:
Quick-glance totals for the reporting period:
Total Taxable Sales
Taxable Services
Taxable Products
Non-Taxable Sales
Non-taxable Services
Non-taxable Products
Total Tax Collected
Service Taxes
Product Taxes
Average Tax Rate
Total Taxable Transactions
Total Taxable Line Items
2. Taxable Transactions Table
Shows every taxable sale during the specified period:
Report columns:
Date
Client
Items
Taxable Amount
Tax Collected
Applied Tax Rate
3. Non-Taxable Transactions Table
Shows all services/products not subject to tax for reference:
Common for services like tattoos or piercings
4. All Transactions (Aggregated Table)
A full summary of taxable and non-taxable amounts by transaction:
Report Columns:
Taxable Amount
Non-Taxable Amount
Tax Collected
Total Transaction Value
Grand Total at the bottom combines all data:
💡 Use It To:
File sales tax with confidence
Understand what items/services are being taxed
Catch any inconsistencies in your pricing or tax setup
Break down sales tax by product type or service
🛠 Features
Export: Download the full report to CSV
Favorite: Save this report view for fast future access
Coupons/Discounts Usage Report
This report shows how often discounts are being used in your shop, how much they’re costing you, and which artists or clients are using them. It's perfect for tracking the impact of promotions, managing staff discount usage, or reviewing recurring client perks.
🔍 Filters
Date Range: Select the timeframe you want to analyze (e.g., This Year, Last Month, Custom)
Coupon/Discount Code: Filter for a specific code (e.g., "Military Discount", "Shop 10%")
Artist: Filter to see discounts used per artist
📊 Report Breakdown
1. Coupon Usage Count
A bar graph showing how many times each discount code was used:
2. Coupon Discount Amounts
A bar chart showing the total dollar value of each discount type:
🧾 Transaction Table
Details every time a discount was used:
Report Columns:
Coupon Name
Checkout ID (clickable link to the transaction)
Client Name
Artist Name
Usage Date
Amount Before Discount
Discount Amount
Amount After Discount
💡 Use It To:
Track which discount codes are used most often
See how discounts affect revenue
Monitor employee or shop-wide promotional activity
Audit high-usage codes for potential abuse or overuse
🛠 Features
Export: Download the full table for analysis or accounting
Favorite: Save report to Favorites for quick access later