Introduction: Timely dashboard activity tab

Timely provides a full range of business, appointment, client, and staff reporting to enable you evaluate your business performance; and strategise to continue growing your salon's success. Reports can be easily accessed from the reports tab, and in this guide, you will learn an introduction to the five areas Timely offers reporting on.

Timely note: not all reports are available on all Timely plans. For information, see our specific introductory help guides linked below each section. In these, you will see an overview of what is available on your specific plan. Should you wish to utilise a report that is not available to you, you are able to upgrade your plan. Find more information in our help guide How to change your Timely plan.

Business Performance Reporting

Business performance reports will give you an insight into how your salon is performing, which is great for tracking how you are progressing overtime. There are a multitude of reports available in this area, you can find a comprehensive overview of these in our help guide Introduction: Business performance reporting.
 

• Executive Summary
• Monthly Summary
• Future Value
• Customer spend

Sales and Financial Reporting

Take a closer look at where your income is coming from with these detailed sales reports. Sales will be included in these reports based on the invoice date, not the appointment date. For more information on what reports are available to you, see our help guide Introduction: Sales and financial reporting.
 

• Sales Report
• Appointment Sales
• Product Sales
• Unpaid Invoices
• Transaction summary
• Cash up
• Invoice detail
• Customer product sales
• Stock levels
• Stock movement
• Package redemption
• Gift voucher activity
• Credit Activity
• Refund detail

Appointment Reporting

Appointment report enables you to get an understanding of what appointments you have scheduled, which have been completed, and those that have not gone ahead. It is a useful way to see client behaviour, and investigate reasonings behind appointment ebbs and flows. For a comprehensive overview on what is available, see our help guide Introduction: Appointment reporting.
 

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

Client Reporting

Get a wealth of knowledge into your clients, and what services they most frequently book in for with your salon. You will also be able to better understand client retention, and how long they have been absent since their last service. For more information, see our help guide Introduction: Client reporting.
 

• Customer overview
• Customers by service
• Customers absent since
• Client retention (Preview)
• Clients not rebooked
• Customer notes
• Duplicate customer list
• Deleted customer list
• Customer package details
• Customer gift voucher details