Reports and Insights glossary

Unlock the power of Fresha’s reports and insights with our comprehensive glossary. Designed to help you navigate your business data, learn and understand the key terms and metrics so you can make informed decisions to grow your business.

Reports overview

Track your business performance with Fresha’s powerful reporting tools, designed to give you valuable insights at two levels:

Standard reports:

Free access to essential performance data through pre-defined dashboards and reports

What’s included:

Insights:

Take your reporting to the next level with Fresha Insights. This optional premium add-on offers advanced tools, custom reporting options, and exclusive premium reports to help you extract meaningful data and drive business growth.

What’s included:

8 Additional premium reports
Custom report creation:
Track the metrics that matter most to you.
Team access control:
Manage which reports your team members can view.

Sign up to Fresha Insights here or try out your free trial to access game-changing features like premium and custom reports.

Insights is available in select countries as an optional paid feature with a monthly subscription fee, based on the total number of active team members within your business. Keep an eye on notifications as we expand to more locations.

Report types

Each report is pre-defined, tracking different metrics with a specific function. Within each report category, you’ll find:

Summary report:
Quick overviews with key data.
Detailed reports:
Full records you can filter and customize.

Depending on the report, data is updated every 30 to 80 minutes. Check the timestamp at the top of each page for the latest updates.

Available reports

Dashboards

Visualize your business performance at a glance:

Report	Overview
Performance dashboard	Dashboard of your business performance.
Online presence dashboard	Online sales and online client performance.

Sales reports

Analyze sales trends, products, staff performance, and more:

Report	Overview
Sales summary	Sales quantities and value, excluding gift card sales.
Sales by time period	Detailed sales data based on selected time periods. Available with Insights.
Sales list	Complete listing of all sales transactions.
Sales log detail	In-depth view of each sale transaction.
Gift card by time period	Gift card sales and usage data based on selected time periods. Available with Insights.
Gift card list	Full list of issued and outstanding gift cards.
Membership list	Complete list of active memberships.
Discount summary	Overview of discounts granted and their impact on sales.
Taxes summary	Summary of all tax-related transactions.

Finance reports

Keep a close eye on your finances, including sales, taxes, and payments:

Report	Overview
Finance summary	High-level summary of sales, payments and liabilities.
Payments summary	Payments split by payment methods.
Payment transactions	Detailed view of all payment transactions.
Cash flow summary	Overview of funds inflow and outflows.
Cash flow statement	Detailed record of cash flow over a selected period.
Service charges	Breakdown of service charge revenue.
Liability summary	Overview of company liabilities by type.
Liability activity	Detailed view of liability-related transactions.
Upfront payments by time period	Analysis of upfront payments over a selected time period. Available with Insights.
Upfront payment list	Complete record of all upfront payments.
Taxes list	Complete listing of all taxes transactions.

Appointment reports

Stay on top of of projected revenue from upcoming appointments and track cancellations:

Report	Overview
Appointments summary	General overview of appointment trends and patterns, including cancellations and no-shows.
Appointments list	Full list of scheduled appointments.
Appointment cancellations and no-show summary	Insight into appointment cancellations and no-shows.
Waitlist detail	Detailed view of waitlist entries.
Waitlist summary	Overview of waitlist trends and patterns, including appointments booked and expired waitlist entries. Available with Insights.

Team reports

Evaluate team performance, time off, hours worked as well as commission and tip earnings:

Report	Overview
Working hours activity	Detailed view of team members worked hours, shifts and timesheets.
Break activity	Detailed view of team members' breaks.
Attendance summary	Overview of team members' punctuality and attendance for their shifts.
Wages detail	Detailed view of wages earned by team members across locations.
Wages summary	Overview of wages earned by team members.
Fee deduction activity	Complete list of fees applied to team member earnings.
Fee deduction summary	Overview of fees applied to earnings by team member, locations and sale items.
Pay summary	Overview of team member compensation.
Scheduled shifts	Detailed view of team members scheduled shifts.
Working hours summary	Overview of operational hours and productivity.
Team time off report	Detailed view of team time off.
Tips summary	Analysis of tip income.
Tips detail	Comprehensive breakdown of all tips received.
Commission activity	Full list of all sales with commissions payable.
Commission summary	Overview of commission earned by team members, locations and sale items.

Client reports

Understand your clients better through their interactions with your business:

Report	Overview
Client summary	Overview of new, returning and walk-in clients with appointments in the chosen timeframe. Available with Insights.
Client list	Comprehensive list of all active clients.
Client insights	Deep dive into client behavior and preferences. Available with Insights.

Inventory reports

Manage stock levels and track product performance:

Report	Overview
Stock on hand	Current status and quantity of stock items.
Stock movement summary	Summary of stock inflow and outflow.
Stock movement log	Detailed record of all stock movements.
Product list	Comprehensive list of all products.
Ordered stock	Detailed record of all stock orders.

Discovering the reports menu

Head to the Reports section in your Fresha account to explore valuable insights. Use the menu to find and organize reports with ease, here you'll find everything categorized:

Category	Overview
All reports	View all your reports, including pre-defined and custom reports, in one place.
Favorites	Save time by starring your most-used reports and accessing them quickly from the Favorites tab.
Dashboards	Get a visual summary of your business performance with two free dashboards on performance and online presence.
Standard reports	Free, pre-defined reports for essential insights.
Premium reports (available with Insights)	Unlock advanced metrics for deeper analysis.
Custom reports (available with Insights)	Create tailored reports to track specific data points.
Folders (available with Insights)	Organize your reports into folders and manage team access effortlessly.

Searching for reports

Quickly find the reports you need using search, filters, and sorting tools:

Tools	Overview
Search bar	Enter keywords from the report’s title or description.
Created by	Filter reports by creator as either Anyone (view all reports), Fresha (pre-defined reports created by Fresha) or You (custom reports you’ve created).
Sort by	Reorder reports using the dropdown menu for Category (organize by report category), Last updated (view the most recently edited reports) and A-Z (Sort alphabetically).

Filter and group data

Refine your data for more precise insights by applying filters and groupings:

Open Reports and select the report you want to view.
Use the dropdown menus at the top of the report:
1. Group by:
  Choose relevant data categories.
2. Date range:
  Select a specific time period using the calendar.
Click Filters to apply preferences tailored to the report's purpose.
Select Apply after setting each filter.