Manager Reports - New, Improved & Custom Reports
We need different reports to get figures for our business, some reports just need improving and for others it would be great to have more customisation of the results we can get from reports.
We have completed our first phase of out reporting overhaul. We now give you all the information you need in one place to see your Staff Performance and Payroll, and your Financial details.
We are not stopping there of course, we’ll be adding more and more reporting features over the coming months.
If you have any feedback on what we’ve done so far, or what you’d like to see, we’d love to hear from you!
Jean-Marie Cannazza commented
so where is this place where we can see everything?
Beckie Fraser commented
I have noticed there is no way to pull a report to see the source of new clients, would be great to get one that works. The current option "Sources of New Clients" doesn't pull information correctly or legibly.
Lisa DefaultLastName commented
It would be a really useful addition to reports to have a preview of the month ahead. This would help with marketing, stock management and growth! Is this included in the Phorest Engine?
when you add a new staff category the access default should be none then up to a manager to give access if necessary. now it defaults to total access.
How about different levels of access to reports by different staff members? Front Desk might need some access but not all the financial data and client lists to export.
While you guys at it, could you please let us to put our LOGO on the top please?
Under our reports, is it possible to allow some access for our receptionist staff? As of right now the only options for our front desk is to have all access to every report or no access at all. Is there a way we can modify certain things they can and cant access?
Harpreet Singh commented
Hi, Can you please provide us the option to breaks annual report in quarter , months and days ,
I got the audit from IRS and they request me to provide 3 months daily report , so i have to generate apx 90 reports one by one .It would be handy if it gives us the option to breaks reports by day .
Samantha Hiseman commented
This would save me hours of work at the end of the month when trying to work out all my therapists repeat/requested booking commission. The system currently can tell me the number of clients that have requested but can't actually tell me the monetary value that goes with this so I have to look at each therapist individually and each client and add them up one by one......please introduce this simple calculation to the report system.
we would like to see or customize a report that has at least these columns: total hours worked, number of clients for individual stylists, net earnings with and without adjustments. thank you
Carl Fox commented
Key reports should have the ability to be run ex vat or inc vat. i.e. value of future bookings, this currently includes VAT only, having to work out ex vat figures manually slows us down.
it would be helpful to get a report for individual treatments. I.e. utilisation at different times /seasons
which therapist is busy when and with what treatments
which treatments are more popular (exempt top 5 normal services )
emma granville commented
being able to print totals sales by week for a large period - i.e every 1/4 print out the last 12 weeks totals
John DefaultLastName commented
We also would like to be able to generate custom reports by selecting the fields we want to include (and order by) and include our logo instead of the Phorest logo which is misleading to people that see them including third party vendors.
Please could you include two additional columns in the Sales Transactions Report. It is very important to see whether a transaction is a service or a product and also to see the brand of the product sold. Could these columns please be added to the Sales Transactions Report
Jill Jacobi commented
I would like the opportunity to run a report to establish which of my existing clients do not have a Treat Card. I would then like to send them one in the post, as an incentive to come in for a treatment. I am aware that we can set a reminder to offer clients a Treat Card, which is a brilliant tool. However, I would like to target clients that haven't been in to the salon for a while.
Would also like to do a report on clients addresses so I can see majority of where my clients come from so I can do marketing in areas that I don't have as many clients thanks
Kerri Angus commented
Looking at sources of clients - a report that tells us the source of client (online,fb etc) within a particular service category.
Reports - Service Performance - Source of Appointment
we would like to be able to get one list of all clients and see want they have spent in the salon on service and products in year so we can reward the clients that spend the most thanks
Danielle Boucher commented
Add the option to sort reports by last name. This would assist management with payroll processing. Payroll companies require the data to be entered in order by last name first. This would ensure that payroll information is being entered accurately. We could then export to excel and copy and paste to our payroll ledgers. Currently with excel export the order is by first name and we run the risk of not sorting properly causing payroll errors.