How run Your Reports

How run Your Reports

Run your reports from any device
Goto the 3 lines top right and the select Your reports then select a report and the date range. The report will be mailed to your Email address.

Report types

  1. Sales - A CSV of all of your sales ready for your bookkeeper or for importing into Quick Books or Xero depending up what you have specified in your settings.
  2. Services needed - A list of all of the services you have sold over a period. Good for stock keeping if you have your services set up correctly.
  3. Customers - A CSV list of all of your customers. Useful if you want to send them all an email.
  4. Customers needing appointment - This is a list of all addresses that need an appointment. The criteria are: system looks back at the last invoiced appointment for this address/room, checks the servicing frequency if entered and looks to see if an appointment has been made. If not it will appear on this list.
  5. Your services - A list of all of the things you charge for.
  6. Purchases - A CSV of all of the expenses you have entered in the app.
  7. Professional invoices - Our invoices to you.

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