Reports

Revenue, refunds, appointments, and close-out tables by payment method and stylist.

/dashboard/platform/reports needs canViewReports. Pick a range with ?range=: today, week (last 7 days), month (last 30 days), or all. Days are counted in the first active location's timezone.

Metrics

  • Net payments (including tax and tips)
  • Tips
  • Refunds
  • Unpaid commissions
  • Completed appointments, and cancelled plus no-show appointments

Close-out tables

By payment method: services, retail, tax, tips, refunded, and net.

By stylist: services, retail, and tips (tips split by service value).

Source data is completed, partially refunded, and refunded payments in the range. The data comes from salonOperationsWorkspace(section: "reports", range: ...).

Other workspace sections

The same query backs the list pages for clients, catalog, benefits, inventory, engagement, administration, and integrations. Each is guarded by the matching role flag.

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