Find what you’re looking for when reviewing your performance. We’ll walk you through the reports available with Fresha.
In this guide, we’ll cover:
Available reports overview
Understanding how well your business is performing lends a hand to your growth and success. Whether you're tracking sales, measuring your team's performance, or monitoring inventory, we’ve got a selection of flexible reporting tools to help. Each report is pre-defined, tracking different metrics with a specific function. Within each report category, you’ll find:
- A summary report - Summarised data, making a great overview.
- A list of additional reports - Full records that can be filtered to your needs.
Data for dashboards and reports will refresh every 20 minutes to 1 hour. At the top of each page, you can find a timestamp for when the data was last updated.
Available reports
Dashboards
Find a visual overview of how well your business is doing overall and online with sales and clients.
- Performance dashboard - Dashboard of your business performance.
- Online dashboard - Online sales and online client performance.
- Performance summary - Overview of business performance by team or location. Available with Fresha Insights.
Sales reports
Analyse the performance of your business by comparing sales across products, staff, channels, and more.
- Sales summary - Dynamic sales summary with advanced filters and groupings.
- Sales by time period - Detailed sales data based on selected time periods. Available with Fresha Insights.
- Sales list - Complete listing of all sales transactions.
- Sales log detail - In-depth view of each sale transaction.
- Gift card by time period - Gift card sales and usage data based on selected time periods. Available with Fresha Insights.
- Gift card list - Full list of issued and outstanding gift cards.
- Membership list - Complete list of active memberships.
- Discount summary - Overview of discounts granted and their impact on sales.
- Taxes summary - Summary of all tax-related transactions.
Finance reports
Monitor your overall finances including sales, taxes, and payments.
- Finance summary - High-level summary of sales, payments and liabilities
- Payments summary - Payments split by payment methods.
- Payment transactions - Detailed view of all payment transactions.
- Cash flow summary - Overview of funds inflow and outflows.
- Cash flow statement - Detailed record of cash flow over a selected period.
- Service charges - Breakdown of service charge revenue.
- Liability summary - Overview of company liabilities by type.
- Liability activity - Detailed view of liability-related transactions.
- Deposits by time period - Analysis of deposits over a selected time period. Available with Fresha Insights.
- Deposit list - Complete record of all deposits.
Appointment reports
Keep on top of projected revenue from upcoming appointments and track cancellation rates and reasons.
- Appointments summary - General overview of appointment trends and patterns.
- Appointments list - Full list of scheduled appointments.
- Appointment cancellations & no-show summary - Insight into appointment cancellations and no-shows.
Team reports
Get a wider view of your team's performance, time off, hours worked as well as commission and tip earnings.
- Working hours summary - Overview of operational hours and productivity.
- Team time off report - Detailed view of team time off.
- Commission summary - Summary of commissions grouped by item and team member.
- Commission detailed - Full list of all sales with commissions payable.
- Tips summary - Analysis of gratuity income
- Tips detail - Comprehensive breakdown of all tips received. Available with Fresha Insights.
Client reports
- Client summary - High-level overview of client demographics and activity.
- Client list - Comprehensive list of all active clients.
- Client insights - Deep dive into client behaviour and preferences. Available with Fresha Insights.
Inventory reports
Monitor product stock levels and adjustments made, analyse product sales performance, consumption costs, and more.
- Stock on hand - Current status and quantity of stock items.
- Stock movement summary - Summary of stock inflow and outflow.
- Stock movement log - Detailed record of all stock movements.
- Product list - Comprehensive list of all products.
- Ordered stock - Detailed record of all stock orders.
Fresha’s top tips
🟣 With Fresha Insights, you can duplicate any one of our pre-defined reports to make changes and customise the metrics for your exact needs.
🟣 Check out appointments as soon as they’ve been completed to keep your reporting consistent. This will make it easier to detect any unwanted anomalies like unpaid invoices.
