Getting started with Timely reports

Bring your reporting to life and take control of your business performance by raising invoices and applying payments in Timely .

To unlock powerful sales reporting, upgrade to the Schedule and Sell plan. Check out our How to change your Timely plan guide.

Timely provides a full range of business, appointment, customer and staff reporting to let you evaluate your business performance. All reports can be easily accessed from the Reports tab.

  1. Using the reports.
  2. What reports are included in your plan.

1

Running reports

  1. Click the Reports tab in the main menu.
  2. Choose your report from the drop-down list (see below for more information): 

  3. Adjust any available parameters to personalise your report such as a date range (use a preset or specify a date range), staff and location selectors. Other reports may have different filtering options: 

  4. Click View report to see the results.
  5. Click the Print button to print or export the report by clicking the Excel, Word or PDF buttons. The last group buttons are used for navigating reports:
  6. Re-sort the information on the report by clicking a black double-arrow next to the column header you wish to sort by: 

  7. For those reports that use appointment statuses, click the Settings cog: 

  8. Then choose which statuses are used by all of these reports: 

  9. To refresh the report results, click the refresh icon: 

Note: Changes to the report settings (as above) will take 24 hours to be reflected in reports.


2

What reports are included in your plan

Introductory instruction

Business Performance

  • Exec Summary
  • Monthly Summary
  • Future Value
  • Customer spend

Sales

All reports in this section are only available on the Schedule and Sell plan:

  • Sales Report*
  • Appointment Sales*
  • Product Sales*
  • Unpaid Invoices*
  • Transaction summary*
  • Customer product sales*
  • Stock levels*
  • Package redemption*
  • Gift voucher activity*
  • Credit Activity*

Appointments

  • Day sheet
  • Appointment Schedule
  • Cancelled appointments
  • Incomplete appointments
  • No-show appointments
  • Pencilled in appointments

Customers

  • Customer List
  • Customers by date added
  • Customers by service
  • Customer birthdays
  • Customer retention
  • Customer notes
  • Duplicate customer list
  • Deleted customer list

On the Schedule and Sell plan, you will also have access to three additional reports:

  • Customer package details*
  • Customer gift voucher details*
  • Customer credit details*

Staff

  • Staff timesheet
  • Staff roster
  • Staff appointment summary

Still need help? Get in touch with the Support Team Get in touch with the Support Team