Reports glossary
A plain-English list of what each report category covers, so you can find the right report.
Table of Contents
Leads & pipeline: where leads come from and where they stand.
Win/loss analysis: why enquiries book or don't.
Active clients: new, retained and high-spending patients.
Revenue & summary: sales, however you count them.
Invoicing & payments: invoices, deposits, refunds and tips.
Products & packages: what sells and what's still owed.
Schedule, Breakdowns and Attendance: bookings and missed visits.
Overview and Team & time: your business and your staff.
Memberships: members, renewals and payments.
Use the catalogue search if you already know what you want.
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Next, read How profit is calculated.