Diarize Me

Mark Raa

Learn how to pull reports for all aspects of your business

Reports

Learn how to view or export your list of clients

How to export your client list

Learn how to view which clients are visiting you the most

How to view your top visiting clients

Learn how to see which clients are spending the most

How to view your top spending clients

Learn how to view the loyalty points earned by your clients

How to view your client loyalty points

Client Reports

Learn how to view all appointments, grouped by staff member.

How to view all appointments in a report

Learn how to view all cancellations for a date range

How to view a cancellation report

Appointment Reports

Learn how to do perform a cash up at the end of your day

How to run a daily cash-up

Learn how to perform a detailed cash-up report

How to run a detailed cash-up

Cash Up Reports

Learn how to view how much you sold over a date range

How to view a sales and revenue report

Learn how to view what each staff member sold for a date range

How to view a staff sales and revenue report

Learn how to view a detailed sales and revenue report to see staff breakdowns

How to view a detailed sales and revenue report

Learn how to view what each staff member earns in commission for a date range

How to view a staff commission report

Learn how to generate a P&L report to summarise your income and expenses.

How to generate a profit and loss report

Financial Reports

Learn how to view all payments captured in Diarize Me

How to view a payments report

Payments Reports

Learn how to see which clients still have un-redeemed gift cards

How to view all active gift cards

Gift Card Reports

Learn how to view and print the days and times that your staff are working.

How to generate a staff working roster

Staff Reports

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