Reports
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      How to run client reports

      This guide will give you an overview of the client reports in SalonIQ

       

      New Client Report

      Menu > Reports > Clients > New Clients

      • Run a date range at the top - this will then show you a list of all new clients for that period
      • Select Salon - For multiple salons click on the drop down box to change salons 
      • Email - Top right hand side allows you to email the report

       

      New Online Registrations Report

      Menu > Reports > Clients > New Online Registrations

      • Run a date range at the top - this will then show you a list of all new clients who have registered online 
      • Select Salon - For multiple salons click on the drop down box to change salons 
      • Email - Top right hand side allows you to email the report

       

      New Analysis Report

      Menu > Reports > Clients > New Analysis 

      • Run a date range at the top 
      • Select Salon - For multiple salons click on the drop down box to change salons 
      • Email - Top right hand side allows you to email the report 
      • How Heard, Age Groups, Occupation, Gender, Promotions, data quality - Columns will show client count, value and percentage

      You can add more look up options by going to Menu > Settings > Look Ups 


      Birthdays Report

      Menu > Reports > Clients > Birthdays

      • Run a date range at the top - this will show you a list of clients birthdays for that date range
      • Select Salon - For multiple salons click on the drop down box to change salons 
      • Email - Top right hand side allows you to email the report

      Points Report

      Menu > Reports > Clients > Points

      This report will show you a list out clients with outstanding points 
      • Contact details and their last visit 
      • Click the email button at the top to email the report 

      Client GDPR Report

      Menu > Reports > Clients > Client GDPR

      • Run a date range at the top - this will show you a list of clients who have completed GDPR 
      • Select Salon - For multiple salons click on the drop down box to change salons 
      • Email - Top right hand side you can email the report 

       

       

      Client Ranking Report

      Menu > Reports > Clients > Client Ranking

      • Run a date range at the top - this will show you a list of clients who have completed GDPR 
      • Inc VAT - Turn to green to include VAT 
      • Order by - You can order your top spending clients by service cost, retail spend or booking amount 
      • Top - Select how many top clients you want to see. If you filter by 100 as below this would show your top 100 clients by service spend
      • Select Salon - For multiple salons click on the drop down box to change salons 
      • Email - Top right hand side you can email the report 

      For top spenders we recommend to have the date range set to show the last 3 months

       

       

      Duplicate Emails Report

      Menu > Reports > Clients > Duplicate Email Clients 

      This report will list all clients with duplicate emails 
      • Click on the to export into Excel 
      • Email Address Column will show all Duplicates 

      You can merge your duplicate clients by going to the Client Screen. See our Merge FAQ (insert link once FAQ done)

      Duplicate Mobile Clients

      Menu > Reports > Clients > Duplicate Mobile Clients 

      This report will list all clients with duplicate mobile numbers
      • Click on the to export into Excel 
      • Mobile Column will show all Duplicates 

      Outstanding Courses Report

      Menu > Reports > Clients > Courses > Outstanding Courses 

      This report shows a list of outstanding courses
      • Date - When the course was purchased
      • Client - Client who purchased the course
      • Description - Name of the course
      • Sales Price - Amount course was sold for
      • Balance - Remaining services left 
      • Expiry Date - Date the course will expire

      Courses Sold Report

      Menu > Reports > Clients > Courses > Courses Sold

      This report shows a list of courses sold by Team Member
      • Date Sold - Date the client purchased the course
      • Guest - Clients name
      • Description - Name of the course 
      • Ex VAT - Amount the course was sold at EX VAT
      • INC VAT - Amount the course was sold at EX VAT

      Courses Done Report

      Menu > Reports > Clients > Courses > Courses Done

      This report shows courses done by Team Member 
      • Date Done - Date one of the course sessions done
      • Session Price - This will be the session price of the service. If you sell a course for £120 and the client gets 6 of these. The session price would be £20.

      You can use a split of the course for the session price or you can enter in a session price in the service settings. Menu > Settings > Services > Session Price