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How to view and download reports in Timely

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Reports are a great way to know your business, and understand what makes your salon work, and what doesn't. In this article, you’ll learn how to view and download reports in Timely, alongside how to sort and refresh these. For more information, see our help guide How to update your report settings.

 

Important update: we heard your feedback that finding the settings button to filter and customise reports was tricky, as the icon was too subtle. We're now replacing the small "cog" icon with a clear button labeled Settings.

 


How to run reports in Timely

1 Click the reports tab in the main menu.

 

2 Chose your report from the drop-down list, check out our Getting started with Timely reports guide for more information on what reports are available.

 

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.

 

 

 

How to sort your results

1 Re-sort the information on the report by clicking any black double-arrow next to the column header you wish to sort by.

 

 

How to refresh a report

1 To refresh the report results, click the refresh icon.

 

 

By downloading Timely reports, you can effortlessly manage stock-takes and print off day-sheets, while also gaining the flexibility to export client lists for targeted marketing. These downloads allow you to easily upload your details into third-party software and further help you understand how your business is performing alongside your advisers and business coaches.

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