Reports
Reports covers sales, staff, retail, and activity — collected totals, product sales, inventory, transactions, walkouts, and waitlist joins. Pick a report, set dates, then Show report.
This guide matches what you see in Ecloras today. Tap ? next to a page title anytime for a short summary and a link back here.
Reports lets you pick a report from the left list (Sales, Staff, Retail, or Activity), set a date range and options, then tap Show report.
Sales Summary covers collected totals, unpaid completed visits, average ticket, and visit counts, with breakdowns by payment method, service, and provider. Transactions lists each checkout with phone, tip, and amount — tap a row to open the visit, or ⋯ → Void / Refund. Sales by Payment / Service / Staff show totals plus the paid visits underneath. Sales by Staff uses the provider on each service (after discounts), not who rang up the sale.
Tips totals tips in the range, average tip, how many tickets included a tip, and Tips by provider from the split stored at checkout. Open a row to see that visit. Older tickets without a stored split are listed as Unknown instead of guessed.
Tax collected totals tax recorded on paid sales — card, cash, and other methods — plus refunds. It is not a filed tax return. Sales from before tax collection have no tax recorded and are not treated as $0 tax. Ecloras reports the tax recorded on your sales. Your business is responsible for filing and remitting taxes to the appropriate tax authorities.
Product sales covers units sold, product revenue, discounts, refunds, cost of goods (from the cost saved at sale — later catalog edits do not change history), gross profit, tax on products, and retail credit by provider. Inventory shows on-hand value, low stock, out of stock, and recent adjustments at this location.
Visit Activity lists every visit in the range (status, channel, check-in, Start/Finish, payment) and chair-time averages when Start/Finish was used. Walkouts lists each walkout or grace auto-remove: client, phone, service, staff, when they were supposed to start, arrive-by, when they were removed, reason, and how (staff vs auto-remove). Waitlist Joins lists each join with contact and preferred time.
Use Today, This week, This month, or a custom range. Some reports let you filter by staff or payment method. Download a CSV from Sales Summary, Transactions, Tips, Visit Activity, or Walkouts.
Amounts come from checkout on each appointment. Card (Stripe) means they paid by card in Ecloras. Owners see Reports. Other roles stay off until you turn Reports on in Roles & Permissions.
Common questions
How do I see how long services take?
Use Reports → Visit Activity. When staff tap Start and Finish on visits, the report shows average chair time, average booked length, each visit’s times, and how many visits were timed.
Where do walkouts and auto-removes show?
Reports → Walkouts. Each row shows the client, when they were supposed to start, arrive-by, when they were removed, and what happened — for example No show · auto-removed or Cancelled · staff walkout.
Why is collected $0?
Open finished visits and cash them out with the amount and how they paid. Sales → Needs payment lists unpaid sales from any day. Queue only shows today’s floor. Voided checkouts do not count as collected.
Who can open Reports?
The Owner can. Other roles need Reports turned on in Settings → Roles & Permissions.
Does this charge cards?
No. It only totals what you recorded at checkout — cash, Venmo, and similar.
Can I open a transaction?
Show the Transactions report, then tap a row to open that visit. Use ⋯ on a paid row for Void checkout or Refund.
How do I void or refund a checkout?
Show Transactions, tap ⋯ on a paid row, then Void checkout or Refund. You can also open the visit and use ⋯ there. Card (Stripe) checkouts also refund the card in Stripe; cash and apps only update the report.
How do I see tips by provider?
Show Reports → Tips. Totals use the tip split saved at checkout. Filter by provider if you only want one person. Checkout staff do not receive the tip just for ringing up.
How do I see sales tax I collected?
Show Reports → Tax collected. It includes card, cash, and other methods. Older sales from before tax collection stay unlabeled rather than guessed as $0.
Why doesn’t Sales by Staff match who checked the client out?
That report credits the provider on each service, after discounts. The person at the register is stored as checkout staff for the audit trail, not as service sales.
How do I see product sales?
Show Reports → Product sales. Totals use the Sold by person on each product — not who rang up the sale. Cost of goods uses the cost saved when the sale completed, so later price-list edits do not rewrite history.
Where is inventory health?
Reports → Inventory for on-hand value, low stock, and recent adjustments. Day-to-day receiving is under Settings → Products → Inventory.
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