How much does Insights cost?

Pricing for all of Fresha's add-ons, including Insights, is available on our pricing page.

Can any team member sign up for Insights?

Anyone with permission for Account Setup can sign up for Insights.

Who can create custom folders?

Team members with permission to access All Reports can create, share, and delete folders within reports.

How can I manage who has access to my folders?

As the business owner, you can choose who can access report folders by opening the folder, selecting Options, and then Share. From here, manage the team members who have access and set the permission level.

Can I add all reports to a folder?

Only custom reports can be added to a folder. Open the custom report, click on Options, and select Edit details. In the pop-up, you can rename the report, add/edit the description, and select a folder to store the report.

What does the "Access Reporting" permission provide access to?

When this permission is enabled, the team member gains access to your Standard reports.

What does the "Access New Reporting & Insights" permission provide access to?

When enabled, the team member can access both Custom and Standard reports. When disabled, they cannot access newly created custom reports but can still view existing ones.

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Organizing your reports

Organizing your reports

Make your reports easier to access, manage, and share by organizing them into folders and favorites. Learn how to streamline your reporting process, making it quicker to find and manage the insights that matter most to your business.

Getting started

Fresha’s reports offer valuable insights into your business and team performance. With tools to customize, duplicate, and organize reports, you can tailor them to your specific needs. To get started, you'll need to:

Upgrade to the Insights add-on to manage your reports.
If you’re a team member, request permission for Access reporting and Access new reporting & insights.

Favoriting reports

To quickly access important reports, save them to your Favorites which can be found in the reports menu.

To add a report to your favorites:

Open Reports.
Search the report name or description.
Click the star next to the report’s title to add it to your favorites.

The star will turn gold to indicate it has been added. To remove it, click the star again to change it back to an outline.

You can also favorite a report by clicking Options in the report and selecting Add to favorites. The star next to the title will turn gold. Follow the same steps to undo it by selecting Remove from favorites.

Using report folders

Organize your custom reports by grouping them into folders. You can name folders, add descriptions, and share them with specific team members.

Create folders

Everyone who has access to your reports can view report folders by default, including new team members.

Desktop
Mobile

To create a folder for reports:

Open Reports.
Under Folders, click Add Folder or select the pencil icon to Add a new folder.
Name the folder and add an optional description.
Click Add.

To create a folder for reports:

Open Reports.
Under Folders, tap (+) Add Folder or select the pencil icon to Add a new folder.
Name the folder and add an optional description.
Tap Add.

Rename folders

Desktop
Mobile

To add reports to folders:

Open Reports.
Select Custom and click on the report to open it.
Click on Options and select Edit details.
Under Folder, use the dropdown to select and allocate a folder.
Click Update.

To add reports to folders:

Open Reports.
Select Custom from the list and tap on the report to open it.
Tap on the three dots in the top right corner and select Edit details.
Under Folder, use the dropdown to select and allocate a folder.
Tap Update.

Rearrange folders

You can rearrange the way your folders appear in your reports menu.

Desktop
Mobile

To rearrange report folders:

Open Reports.
Next to Folders, select the pencil icon.
Drag and drop the folders into your preferred order.
Click Save.

To rearrange report folders:

Open Reports.
Next to Folders, select the pencil icon.
Drag and drop the folders into your preferred order.
Tap Save.

Duplicate reports

Each of Fresha’s pre-defined reports can be duplicated and renamed for multiple variations or completely customized to provide specific insights.

Desktop
Mobile

To rename folders:

Open Reports.
Under Folders, select the folder you want to rename.
Click Options and select Edit.
Make changes to the folder name and description.
Click Save.

To rename folders:

Open Reports.
Under Folders, select the folder you want to rename.
Tap the three dots in the top right corner and select Edit.
Make changes to the folder name and description.
Tap Save.

Delete folders

Desktop
Mobile

To delete a report folder:

Open Reports.
Under Folders, select the folder you want to delete.
Click Options and select Delete folder.
Check the box if you want to delete the reports within the folder. Leave it unchecked to keep them under All reports.
Click Delete.

To delete a report folder:

Open Reports.
Under Folders, select the folder you want to delete.
Tap the three dots in the top right corner and select Delete folder.
Check the box if you want to delete the reports within the folder. Leave it unchecked to keep them under All reports.
Tap Delete.

Managing reports

Duplicate reports

Each pre-defined report can be duplicated and renamed for multiple variations or completely customized to provide specific insights.

Desktop
Mobile

To duplicate a report:

Open Reports.
Select the report you want to duplicate.
Click Options and select Duplicate.
Enter the report name and add a brief description.
Select a folder to save the report, or create a new one by entering a name in the Folder field. If none are selected, the report will appear under Custom.
Click Duplicate.
Adjust the report to your needs using the Customize menu.
Click Apply.

To duplicate a report:

Open Reports.
Select All reports from the list.
Select the report you want to duplicate.
Tap the three dots in the top right corner and select Duplicate.
Enter the report name and add a brief description.
Select a folder to save the report, or create a new one by entering a name in the Folder field. If none are selected, the report will appear under Custom.
Tap Duplicate.
Adjust the report to your needs using the Customize menu.
Tap Apply.

Selecting the Customize button on a report will automatically allow you to duplicate the report before updating it for your needs.

Deleting reports

You can only delete custom reports which have been created by you, using Insights. All pre-defined reports will remain within your dashboards and categories.

Desktop
Mobile

To delete a report:

Open Reports.
Select Custom and click on the custom report you want to delete.
Select Options and click Delete.
Click Delete to reconfirm.

To delete a report:

Open Reports.
Select Custom and tap on the custom report you want to delete.
Select the three dots in the top right corner and tap Delete.
Tap Delete to reconfirm.

FAQs

- How much does Insights cost?
- Can any team member sign up for Insights?
- Who can create custom folders?
- How can I manage who has access to my folders?
- Can I add all reports to a folder?
- What does the "Access Reporting" permission provide access to?
- What does the "Access New Reporting & Insights" permission provide access to?

Organizing your reports

Getting started

Favoriting reports

Using report folders

Create folders

Rename folders

Rearrange folders

Duplicate reports

Delete folders

Managing reports

Duplicate reports

Deleting reports

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