Reports | Diarize Me Help Center

Client Reports

How to export your client list

Learn how to view or export your list of clients

Written by Mark Raa
Updated over a week ago

How to view your top visiting clients

Learn how to view which clients are visiting you the most

Written by Mark Raa
Updated over a week ago

How to view your top spending clients

Learn how to see which clients are spending the most

Written by Mark Raa
Updated over a week ago

How to view your client loyalty points

Learn how to view the loyalty points earned by your clients

Written by Mark Raa
Updated over a week ago

Appointment Reports

How to view all appointments in a report

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

Written by Mark Raa
Updated over a week ago

How to view a cancellation report

Learn how to view all cancellations for a date range

Written by Mark Raa
Updated over a week ago

Cash Up Reports

How to run a daily cash-up

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

Written by Mark Raa
Updated over a week ago

How to run a detailed cash-up

Learn how to perform a detailed cash-up report

Written by Mark Raa
Updated over a week ago

Financial Reports

How to view a sales and revenue report

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

Written by Mark Raa
Updated over a week ago

How to view a staff sales and revenue report

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

Written by Mark Raa
Updated over a week ago

How to view a detailed sales and revenue report

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

Written by Mark Raa
Updated over a week ago

How to generate a profit and loss report

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

Written by Mark Raa
Updated over a week ago

Payments Reports

How to view a payments report

Learn how to view all payments captured in Diarize Me

Written by Mark Raa
Updated over a week ago

Gift Card Reports

How to view all active gift cards

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

Written by Mark Raa
Updated over a week ago

Staff Reports

How to generate a staff working roster

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

Written by Mark Raa
Updated over a week ago