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.
In this article
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 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 afor 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:
- Group by:
Choose relevant data categories. - Date range:
Select a specific time period using the calendar.
- Group by:
- Click Filters to apply preferences tailored to the report's purpose.
- Select Apply after setting each filter.