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Reporting and analytics overview
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Reporting and analytics overview

In this guide, you'll learn how to use Fresha reports to manage your clients, track revenue, and improve overall business performance.

In this article

  • Explore reporting in Fresha
  • Gain deeper business Insights
  • Track your business revenue growth
  • Measure team performance
  • Review client activity
  • Analyze your business finances

Explore reporting in Fresha

Fresha provides 44 different reports to help set your business up for success. These reports measure sales, revenue, and overall performance, and they’re all free to use with your Fresha plan.

Gain deeper business Insights

For more advanced analysis, Fresha offers Insights as an optional paid add-on. This provides additional premium reports, customizable reporting tools, and advanced permissions that let you control team member access.

Learn more about the Insights add-on.

Track your business revenue growth

Use our Sales reports to gain insights into your revenue by exploring sales over time, reviewing inventory sales, and much more.

Measure team performance

Explore our Team performance reports to understand your team’s activity, including detailed wages and commission breakdowns.

Review client activity

View our Client reports to understand booking patterns, track client retention, and see how new and returning clients are engaging with your business.

Analyze your business finances

Access our Finance reports to review revenue, expenses, and taxes, giving you a clear picture of your overall financial health.

Share your business reports with team members, and export your reporting data for further analysis with Fresha Insights.

Reports overview

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Reports overview

Reporting and analytics overview

Discover how Fresha reports help you manage clients, track revenue, and measure business performance.

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.

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