Daily Summary Report
The Daily Summary report provides you with a summary of the business' activity. It is typically used for reconciliation at the end of the day and in calculating key indicators.
When to create the report
We recommend reviewing this report daily, weekly and monthly.
How to create the report
- From the SalonBiz/SpaBiz menu bar, click on the Report icon.
- Click the Open button.
- Select Management in the report sub-category field.
- Select the Daily Summary report.
- Enter the beginning and ending date.
What it tells you
The report is separated into 7 areas:
- Payments - the types of payment that were used
- Sales - a summary of sales by type, quantity and dollar amount
- Ticket Information - ticket quantities and detail breakdown
- Customers - the amount of new, returning and walk-in customers
- Ticket Averages - averages that assist in measuring your business
- Discounts - the discounts applied to items that were sold
- Gift Certificate, Product, Series and Service Totals - the summary of items sold in each category
How it's used
This is a key accounting report. It is used in analyzing your overall business activity and for monitoring key indicators.
