The Reports Library

Reports in the left navigation, gated by its own permission. Every report carries a "How to Use This Report" panel explaining what it shows, why it matters, and what to do about it — read that before you draw a conclusion from it.

Sales

Daily Sales and Monthly Sales — revenue over time.

Average Ticket Size — the number to move if you want more revenue without more clients. Retail and add-ons move it; discounts move it the other way.

Payment Methods — the split across cash, card and everything else. Also a sanity check: a sudden jump in cash is worth a look.

Revenue by Service and Revenue by Staff — where the money actually comes from.

Top Services and Top Products — volume rather than value. Read them alongside the revenue reports; the most popular service is often not the most profitable.

Staff

Staff Performance — output per person.

Stylist Pickup Rate — how often a stylist is chosen rather than assigned. A low pickup rate with a full book means they are carrying walk-ins.

Chair Utilization — how much of the available time is actually sold. This is the report that tells you whether to hire.

Clients

Client Retention — do they come back? For most shops this is the single most important number in the product.

Client Growth — new clients over time.

Top Clients — who your business actually depends on.

Appointments

Appointment Statistics — volume, completion, the shape of the book.

Cancellation Rate and No-Show Rate — read these before and after changing your deposit or fee policy. That is how you find out whether the policy worked.

Peak Hours — when you are busy. This is your staffing rota, if you let it be.

Appointment History — every appointment in the range, filterable. This is where you answer "how many walk-ins did we do?", by filtering to the walk-in sources.

Walk-In Waitlist History — every waitlist entry, served or cancelled, newest first. Demand peaks, drop-offs, and how quickly people were served.

Appointment Waitlist History — the same for the appointment waitlist.

Inventory

Low Stock Alerts — what to reorder.

The trend chart

Most reports have a Trend Over Time view: pick a metric, group by day, week, month or year, and optionally break it down by staff member.

Two limits you will meet:

• A date range too wide to chart. Narrow it, or group by a longer period.
• A staff breakdown too large to chart — periods × staff exceeds what can be drawn. Filter to fewer people, narrow the range, or group more coarsely.

Both are telling you the same thing: you are asking for more points than a chart can say anything with.

Getting the data out

Export CSV, Export PDF and Print are on every report. Export the periods you care about and keep them. Perceny always recomputes from live data, which is right for operations and unhelpful when someone asks what a number was three months ago and something has since been refunded.

A reading order that works

Monthly, in this order: Client Retention, Chair Utilization, Average Ticket Size, No-Show Rate. Those four tell you whether the business is healthy. Everything else explains why.