Service Reports

You can get to this part of the system by clicking Reports then clicking on the specific report you need in the Services section.

 

Classes

Your Classes Report is your reference point to see who is registered for any of your class sessions. By default, the report will show a 90-day period, but you can adjust the Date Range if you like. You can click on a class Title to view the registered students, and you can Print your results.

Once you have clicked on a Class Title, you can see details on all registrants, including the Transaction ID for when the class was paid for, the Customer's contact info, and the number of Seats purchased. Please note that whenever a Customer purchases multiple seats in a class, we advise clicking Notes in the Register to add a Transaction Note and include the name(s) of additional students for the class. You will be able to see those notes here, as well as on the receipt, or any time you open that transaction. For classes that were registered online, if you have the Attendee Names options active (Settings > Website Settings > Classes) the name of each attendee will be listed here. If the customer paid for Materials, that will be indicated here as well.

You can click to Print the Class Report so you'll have a hard copy of the registered students, and you can also click to Email Attendees or Text Attendees if you need to send a reminder or a supply list, or if scheduling has changed, etc. Please note that the Text Attendees function will only display if you have the Marketing Package.

 

Consignment Summary

This report can look at whatever date range and contract status you might need, and gives you a financial summary of how your consignments are performing for your sales. You can Export the data to a CSV (universal spreadsheet file) as needed. This report is found under the main Reports menu as long as Consignment functionality has been activated.

 

Gift Cards Outstanding

If you need to see every Gift Card in your system that has a remaining balance, use your Gift Cards Outstanding Report. You can Sort the results by clicking on the column headers, and see the Original Amount and Current Amount on each card. You can Print or Export the results, if needed.

Note that if you need to adjust any Gift Card information, you will need to go to Inventory > Gift Cards, the information provided in this report is for reference only.

 

Gift Cards Purchased

You can see all Gift Cards your customers bought in a given period by using the Gift Cards Purchased Report. You can choose whatever Date or Date Range you might need, and the results provide the Gift Card Code (you can copy and paste for use in the Register, if they've lost their card) as well as the Beginning Balance and Current Balance on the card. This report will show all cards purchased, including those that have been completely used up and have $0 balances. You can Print and Export the results, as needed.

Note that if you need to adjust any Gift Card information, you will need to go to Inventory > Gift Cards, the information provided in this report is for reference only.