Reports
Reports are used when you want to know something.
The reports are categorized based upon the individual using the computer.
The system has Receptionist, Manager, and Owner Reports which allow access to
the system on a need-to-know basis.
Receptionist
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List Customers Checked In |
Report showing who is in the salon that has not been checked
out. Used as a head count to make sure everyone has been accounted
for. If you are using the appointment book, the customer's name would
appear in yellow to show they are Checked In, but not out. |
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List Register Amounts |
Register Amounts allow the receptionist to check salon
totals before entering the Close Day procedure. By checking the totals
throughout the day, the receptionist knows the checks and charges match
and close outs are not like playing the lottery. Register amounts should
be verified each morning to make sure you are starting with the proper
starting cash. |
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List Daily Sheets |
Daily Sheets provide a detailed listing of each customer
that has been checked out of the system. The system allows for the
report to be sorted by name or the natural order that the customers were
checked out of the system. The Daily Sheet allows for just the Check
transactions to be listed to determine why the checks do not match the
register amounts. |
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List Employee Sales |
Employee Sales provide a report for the employee to double
check that they have received credit for each client. A breakdown is
provided showing the number of services and dollars generated by each
service. |
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List Employee Daily Totals |
Employee Daily Totals shows the service, retail and total by
date along with the percentage increase from the week before. |
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List Employee Prices |
Employee Prices list the customary charge for each employee
for each service. |
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Search Daily Sheet |
Search Daily Sheet is used to determine if a customer has
been checked out. This allows the receptionist to verify a sale with
the services and retail items purchased. |
The most common reports to use are the List Checked In,
List Register Amounts, List Daily Sheet and for the employees, the List Employee
Sales.
Receptionist Training -
Reports - PDF Download
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