Reports and Insights

Reports are vital for gaining insights into your business performance. Use tools designed to help you analyze data, make informed decisions, and drive growth. Learn how to organize, customize, and manage your reports effectively, ensuring you have quick access to the information you need.

Reports overview

Client insights report

Discover how to use the Client Insights Report to manage your client database more effectively.

Client summary report

Learn how to use the Client Summary Report to improve your business by gaining valuable insights into your clients.

Finance summary report

Gain a financial overview of your business and learn how to use the Finance Summary Report effectively.

Sales summary report

Explore how to use the Sales Summary to track your sales, refunds, and discounts.

Performance summary report

Understand how to use the Performance Summary Report to effectively track your business activities, including sales, appointments, productivity, and client data.

Payments summary report

Keep track of transactions made by your business and learn the effective use of the Payments summary report.

Payment transactions report

Uncover how the Payment transactions report effectively tracks and manages transactions.

Liability summary report

Analyze, track and manage your business's liability activities with the Liability Summary Report.

Liability activity report

Discover how to use the Liability activity report to track and manage your business liability activities.

Sales by time period report

The Sales by Time Period report helps you track sales trends over specific time periods, allowing you to analyze and identify patterns in your sales data.

Deposits by time period report

Keep track of your deposit activity and learn how to effectively use the Deposits by time period report.

Gift card by time period report

Understand how to use the Gift card by time period report to track your gift card activities handle by your business.

Reports and Insights glossary

Understand your reports data and learn what each metric means and how it can drive smarter decisions.

Export reports

Export reports in PDF, CSV, or XLSX formats for easy offline access and sharing.

Customizing reports

Organizing your reports

Organize and streamline your reports by creating folders and marking favorites for quick access.

Create custom reports

Streamline decision-making with relevant data by creating custom reports that deliver tailored insights for your business.

Manage report access for team members

Ensure that only authorized members have access to specific reports and data.

Upgrade to Insights for premium reports

Enhance your business’s performance with data-driven insights using Fresha's reporting tools.

Data connector

Data connector overview

Sync your data with external tools, eliminating the need for manual exports and uploads.

Create new Data connections

Connect your business data to a variety of business intelligence and analytics tools.

Manage your Data connections

Seamlessly integrate with over 40 platforms by setting up data connectors.

Data connector Tables

Analyze your business performance effectively by exploring data connector tables.

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