Section 9: Reporting & Analytics
Section 9: Reporting & Analytics
Understand your salon's performance with comprehensive reports. This section covers the dashboard overview, revenue reports, staff performance tracking, customer analytics, accounts receivable, VAT/tax reporting, and payroll processing.
Tutorials in This Section
9.1 Understanding Your Dashboard
The dashboard gives you a quick overview of your salon's performance. Learn how to read the key metrics (appointments, revenue, customers, transactions), switch between time periods (today, week, month, custom), compare to previous periods, and understand the visual charts showing trends and staff performance.
Time: 10-15 minutes
9.2 Running Revenue Reports
The revenue report shows your daily income broken down by source. This tutorial explains how to view revenue by date, understand the breakdown (services, products, tips, tax), filter by date range, compare periods, and export data to Excel for accounting. Perfect for tracking financial performance.
Time: 10-15 minutes
9.3 Staff Performance and Commission Reports
See which team members are your top performers. Learn how to run staff performance reports, view revenue and commission by staff member, understand how commission is calculated on services and products, track appointment counts, and export data for payroll processing.
Time: 15-20 minutes
9.4 Customer Analytics - Top Customers and Retention
Know your best customers. This guide shows you how to run the top customers report, see who spends the most, track visit frequency, calculate average ticket size, monitor customer retention, and identify VIPs worth extra attention. Use this data to reward loyal customers and improve retention.
Time: 10-15 minutes
9.5 Accounts Receivable and Outstanding Balance Reports
Track money owed to your salon. Learn how to view the accounts receivable report, see which customers have unpaid balances, understand aging of debts, send payment reminders, and monitor collection rates. Essential for maintaining healthy cash flow.
Time: 10-15 minutes
9.6 Payroll Processing and Reports
Processing payroll? Luminate calculates commission and tracks hours. This guide covers running payroll reports, viewing base pay plus commission for each staff member, verifying calculations, approving payroll periods, finalizing payroll, and exporting data for your payroll provider.
Time: 20-25 minutes
9.7 Staff Hours Worked Report
Track how many hours your team is working. This report shows scheduled hours, actual hours worked, break time, and overtime for each staff member. Learn how to run the hours worked report, filter by date range, compare scheduled vs actual time, sort by different columns, and export data for payroll or compliance purposes.
Time: 10-15 minutes
9.8 VAT/Tax Report
Track tax collected on your transactions for compliance and tax returns. The VAT/Tax Report shows gross revenue, net revenue, and tax collected, grouped by day, month, or quarter. The report automatically uses your salon's tax label (VAT, GST, Sales Tax) based on your regional settings. Learn how to run the report, understand net sales vs gross sales, choose grouping options, and export data for your accountant. Essential for accurate tax submissions.
Time: 10-15 minutes
Recommended Reading Order
For salon owners new to reporting, we recommend completing these tutorials in order:
- 9.1 Understanding Your Dashboard - Get familiar with your performance overview
- 9.2 Running Revenue Reports - Track daily income
- 9.3 Staff Performance and Commission Reports - Monitor team productivity
- 9.4 Customer Analytics - Identify your best customers
- 9.5 Accounts Receivable Reports - Manage outstanding balances
- 9.7 Staff Hours Worked Report - Review staff time
- 9.8 VAT Report for Tax Returns - Prepare for VAT submissions
- 9.6 Payroll Processing and Reports - Process monthly payroll
Who Should Read This Section
| Role | Relevant Tutorials |
|---|---|
| Owners | All tutorials - full access to all reports |
| Admins | All tutorials - can view and export all reports |
| Managers | 9.1-9.5, 9.7-9.8 - can view reports but cannot export |
| Staff | 9.1 (personal stats only) - limited dashboard view |
| Receptionists | 9.1 (quick stats only) - limited dashboard view |
Next Steps
After completing Section 9, move on to:
- Section 10: Notifications & Communication - Configure automated reminders and messaging
- Section 17: Best Practices & Workflows - Learn monthly reporting routines
Last Updated: January 2026