Business Analysis Report Releases

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Added "Select Team" Employee Selection option

Added Missed Opportunity report 

Added Filter By Employee Status 

 Added a Prebook to Service Guest percentage to the Business Analysis Summary report

Added the option to choose Active/Inactive employees on the Employee Sales Summary report

Added number of Retail Units Sold and number of Retail Units Per Guest to Business Analysis Summary report

Added Employee and Employee Department filter to the Business Analysis Summary 

Added Fields to the Retail Analysis report

Added Sort By Retail to Service % and Retail Units to Guest % for the Retail Analysis report

 Added option to include blocked times in the Employee Utilization Report calculations

Added the Employee Goals by Month report

Added the Business Goals by Month report

Added "Select Team" Employee Selection option (Ultimate Only)

DATE ADDED: 07/07/2020

  • The "Select Team" Employee Selection option has been added to the Active Retention by Employee, Business Analysis Summary, Employee Goal Summary, Employee Goals by Month, Employee Productivity, Employee Sales Summary, Employee Utilization, Missed Opportunities, New Client Retention by Employee, Prebook Detail, Retail Analysis, Service Forecast, Service Types by Company, and Service Types by Employee reports. This report filter allows you to pull data regarding a team's performance, progress, and more! 
    • Employee Selection > Select Team 

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Team Goals by Individual Summary

Added Missed Opportunity report 

DATE ADDED: 04/06/2020

  • Added a Missed Opportunity report (Ultimate Only) which allows you to see your missed opportunities filtered by date, employees and/or services! This is a great tool to analyze which services and employees are in high demand. This feature can aid your business in decision-making regarding hiring, scheduling, and more! To pull this report: 
    • Business Analysis Reports > Missed Opportunity

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Added Filter By Employee Status 

DATE ADDED: 3/10/2020

  • Made a new range available on some of your reports! We have added the ability to filter the following reports by the Employee Status:
    • Reports > Business Analysis Reports >
      • Employee Goal Summary
      • Employee Goals by Month
      • Employee Productivity
      • Employee Sales Summary
      • Employee Utilization
      • New Client Retention by Employee
    • > Employee Status Range 

This update ensures you’re able to pull the information you need, by allowing you to only view or filter out employees currently working with your company.

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Added a Prebook to Service Guest percentage to the Business Analysis Summary report

DATE ADDED: 02/18/2020

  • Added a Prebook to Service Guest percentage to the Business Analysis Summary report, so you can track what amount of your appointments are rebooked.
    • Reports > Business Analysis Reports > Business Analysis Summary 

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Added the option to choose Active/Inactive employees on the Employee Sales Summary report

DATE ADDED: 02/18/2020

  • Added the option to choose Active/Inactive employees on the Employee Sales Summary report, giving you the choice to only view or filter out employees currently working with your business.
    • Reports > Business Analysis Reports > Employee Sales Summary > Employee Status Range 

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Added number of Retail Units Sold and number of Retail Units Per Guest to Business Analysis Summary report

DATE ADDED: 01/21/2020

  • Added the number of Retail Units Sold and the number of Retail Units Per Guest to the Business Analysis Summary report, to give you a more in-depth understanding of your retail sales.
    • Reports > Business Analysis Reports > Business Analysis Summary

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Added Employee and Employee Department filter to the Business Analysis Summary 

DATE ADDED: 01/21/2020

  • Added both an Employee and Employee Department filter to the Business Analysis Summary, which allows you to pinpoint information about your employees' performance.
    • Reports > Business Analysis Reports> Business Analysis Summary > Single Employee or Single Employee Department

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Added fields to the Retail Analysis report

DATE ADDED: 01/21/2020

  • Added Retail Units Sold, Total Guests, and Retail Units to Guest percentage fields to the Retail Analysis report which provides a more well-rounded view of your retail sales. 
    • Reports > Business Analysis Reports > Retail Analysis  

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Added Sort By Retail to Service % and Retail Units to Guest % for the Retail Analysis report

DATE ADDED: 01/21/2020

  • Added additional Sort By options for the Retail Analysis report which include the Retail to Service percentage and the Retail Units to Guest percentage.
    • Reports > Business Analysis Reports > Retail Analysis > Sort By 

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Added option to include blocked times in the Employee Utilization report calculations

DATE ADDED: 10/07/2019

  • Added the option to include blocked times in the Employee Utilization Report calculations. This allows you to decide whether employee block time times are factored into the Employee Utilization data. 
    • Reports > Business Analysis Reports > Employee Utilization > Other Options > "Include Employee Block Times" checkbox 

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Added the Employee Goals by Month report

DATE ADDED: 07/01/2019

  • Added the Employee Goals by Month report. This report displays data regarding your employee's goal on a monthly basis, allowing you to track and analyze their performance over a period of time. 
    • Reports > Business Analysis Reports > Employee Goals by Month

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Added the Business Goals by Month report

DATE ADDED: 07/01/2019

  • Added Business Goals by Month report. This report organizes your business's performance by month while also displaying year totals. Viewing your numbers by month allows your business to identify your points of improvement and strengths, which can help guide you with decision-making and business strategy! 
    • Reports > Business Analysis Reports 

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