Running Reports & Exporting Data

Navigate to the Reports Dashboard

Click Reports in the sidebar navigation, or go to /reports directly.

What you'll see: The "Reports & Analytics" page with the heading "Track your salon's performance and insights." At the top right you will find the date range controls and export buttons.

The Reports & Analytics dashboard with metric cards and date range presets

Select a date range

Choose a preset from the date range bar at the top right of the page:

Click a preset to highlight it in indigo; all metrics and charts on the page update immediately to reflect the selected range. If you need a custom range that does not match a preset, you can pass start and end dates through the URL parameters (advanced use).

Review the four metric cards

Below the header, four summary cards show high-level numbers for the selected date range:

• Total Revenue -- total income, with a percentage change vs. last month
• Total Appointments -- booking count, with the number completed shown as a subtitle
• Active Clients -- total client count, with the number of new clients this month
• Average Ticket -- mean revenue per appointment, with a change percentage

Each card shows a loading spinner while data is being fetched. If a card fails to load, an error banner appears at the top of the page: "Failed to load some report data. Please try again."

Read the Revenue Trend chart

The Revenue Trend line chart plots revenue over time for the selected date range. The x-axis shows dates and the y-axis shows revenue in dollars. Use this chart to spot seasonal patterns, day-of-week spikes, or unexpected drops.

To the right of the Revenue Trend is the Service Popularity bar chart, which ranks services by revenue generated in the selected period. The x-axis shows service names and the bars show the revenue each service produced.

Revenue Trend and Service Popularity charts for the selected date range

Review the Employee Performance table

Below the charts is the Employee Performance table. Columns are:

• Employee -- the staff member's name
• Appointments -- number of appointments they completed
• Revenue -- total revenue they generated
• Avg Rating -- their average star rating from client feedback
• Utilization -- a progress bar showing the percentage of available hours they were booked

The table scrolls horizontally if the viewport is narrow. Rows are clickable when more employee detail is needed.

Access detailed sub-reports

At the bottom of the Reports Dashboard are three shortcut cards:

• Revenue Report -- click to go to /reports/revenue for a deeper breakdown of revenue trends, service categories, and client segment analysis
• Client Analytics -- click to go to /reports/clients for client acquisition, retention, lifetime value, and growth trend data
• Service Analytics -- service performance and popularity data is available on the main Reports Dashboard via the Service Popularity chart

Each sub-report page follows the same layout: metric cards at the top, charts below, and the same date range presets in the header.

Export your data

Two export buttons are available at the top right of the Reports Dashboard, next to the date range controls:

• Export CSV -- downloads the revenue data for the selected date range as a .csv file named revenue-report. Open it in Excel, Google Sheets, or any spreadsheet application.
• Export PDF -- generates a PDF document containing all dashboard data (revenue, service popularity, and employee performance). The file is named "Reports Dashboard."

Use the Data Export API for bulk data (optional)

For bulk data extracts beyond what the Reports Dashboard provides, use the export endpoints at /api/export/. This is primarily for integrations or one-time data pulls.

• Supported entity types: clients, employees, services, products
• Supported formats: CSV, JSON
• Date range filtering: supported for all entity types
• Access: Admin and Manager only; these endpoints are rate-limited because they can be resource-intensive

To use the export API, make a request to the appropriate endpoint with your date range and format parameters. Contact your Admin if you need API credentials or documentation on request parameters.