Better HQ has over 50 reports to help grow exceptional businesses.

All of the below reports are downloadable (export as .csv) and can be sorted and filtered using powerful Excel tools.

Better HQ reports include:

Calendar Reports

Appointments (All)

This report shows all appointments that have been sold to easily identify your income drivers. Data in this report includes: Date, Appointment Names

Appointments (Daily)

This report shows all appointments that have been sold to easily identify your income drivers. Data in this report includes: Date, Appointment Names

Appointments (Weekly Mon-Sun)

This report shows all appointments that have been sold to easily identify your income drivers. Data in this report includes: Date, Appointment Names

Appointments (Monthly)

This report shows all appointments that have been sold to easily identify your income drivers. Data in this report includes: Date, Appointment Names

Online Booking

This report shows all online client bookings by Appointment name. Data in this report includes: Date, Appointment Names

Most Popular Appointments

This report shows your most popular appointments. Data in this report includes: Date, Appointment Names

Appointment Packs

This report shows client appointment pack sales and remaining appointment credits. Data in this report includes: Product Name, Client Name, Added By, Remaining Appointment Page Credits

Appointment List

This report lists all appointments for the date period selected. Data in this report includes: Client Name, Product, Amount $, Location, Team Member, Booking Date, Booking Time, Type

Cancellations

This report shows all deleted and cancelled appointments and associated cancellation reasons. Data in this report includes: Client Name, Product, Cancellation Reason, Amount $, Location, Team Member, Booking Date, Booking Time, Type

Finance Reports

Invoices

This report shows all invoices issued in the selected date period. Download the invoices report according to the users dropdown selection and date range.

All Sales

This report shows all sales by Type & Paid Status for the selected date period. Data in this report includes: Product Name, Practitioner, Purchaser, DATE, Paid Date, UnitPrice ($), Quantity, GST Type, GST % , GST ($), Total, Status

Sales (Paid Sales)

This report shows all paid sales for the selected date period. Data in this report includes: Product Name, Practitioner, Purchaser, DATE, Paid Date, UnitPrice ($), Quantity, GST Type, GST % , GST ($), Total, Status

Sales (Unpaid Sales)

This report shows all unpaid sales for the selected date period. Data in this report include: Product Name, Practitioner, Purchaser, DATE, Paid Date, UnitPrice ($), Quantity, GST Type, GST % , GST ($), Total, Status

Sales (Appointments)

This report shows all appointment sales (paid & unpaid) for the selected date period. Data in this report includes: Product Name, Practitioner, Purchaser, DATE, Paid Date, UnitPrice ($), Quantity, GST Type, GST % , GST ($), Total, Status

Sales (Appointment Packs)

This report shows all appointment packs sales (paid & unpaid) for the selected date period. Data in this report includes: Product Name, Practitioner, Purchaser, DATE, Paid Date, UnitPrice ($), Quantity, GST Type, GST % , GST ($), Total, Status

Sales (Merchandise)

This report shows all merchandise sales (paid & unpaid) for the selected date period. Data in this report includes: Product Name, Practitioner, Purchaser, DATE, Paid Date, UnitPrice ($), Quantity, GST Type, GST % , GST ($), Total, Status

Payments

This report shows all payments by method received for the date period selected. Data in this report includes: Payment Date, Client Name, Product Name, Payment Amount, Payment Method Accepted and Payment Grand Total

Profit & Loss

This report shows all sales and expenses for the date period selected. Data in this report includes: Invoice Number, Client Name, Sales Date, GST & Amount. Includes summary of Sales, Expenses and Total Profit

Debtors

This report shows clients with outstanding balances, displayed as Aged Debtors and Amounts Due. Data in this report includes: Client Name, Less Than 30 Days, 30 Days, 60 Days, 90 Days, Totals.

Income (Daily)

This report shows all income by Product Type. Data in this report includes: Date, Income ($), Appointments Income Total per day ($), Appointments (as % of daily income), Appointment Packages Income ($), Appointment Packages (%), Merchandise Income ($), Merchandise (%)

Income (Weekly Mon-Sun)

Income (Monthly)

Expenses

This report shows all expenses for the date period selected. Data in this report includes: Supplier, Description, Expenses Date, Category Name, Type, Quantity, Unit Price ($), Total ($), GST Type, GST ($)

Expenses (Daily)

This report shows expense totals per day for the selected date period. Data in this report includes: Expense Date, Amount ($)

Expenses (Weekly Mon-Sun)

This report shows expense totals per week for the selected date period. Data in this report includes: Expense Date, Amount ($)

Expenses (Monthly)

This report shows expense totals per month for the selected date period. Data in this report includes: Expense Date, Amount ($)

Client Reports

Clients (All)

Complete list of Active & Archived Clients & their data fields including tags & custom fields. Data in this report includes: Client First Name, Client Middle Name, Client Last Name, DOB, Gender, Email, Home Phone, Work Phone, Fax, Mobile, Address,

Client lead source, Client added date, First Appointment, Next Appointment, Client Last seen, Last Team Member Seen, Client Status + more

Clients (Active)

Complete list of Active Clients & their data fields including tags & custom fields. Data in this report includes: Client First Name, Client Middle Name, Client Last Name, DOB, Gender, Email, Home Phone, Work Phone, Fax, Mobile, Address + more

Clients (Archived)

Complete list of Archived Clients & their data fields including tags & custom fields. Data in this report includes: Client First Name, Client Middle Name, Client Last Name, DOB, Gender, Email, Home Phone, Work Phone, Fax, Mobile, Address + more

Most Popular Products

This report shows most popular products. Data in this report includes: Product Name, Number of Sales, Paid Sales ($), Unpaid Sales ($)

Sales Income by Client

This report shows Sales Income by Client. Data in this report includes: Client Name, Total Income ($), Paid Sales ($ ), Unpaid Sales ($), Number of Sales

Appointments by Client

This report shows Appointment Sales by Client. Data in this report includes: Client Name, Total Number (Appointments), Appointment Names

Dormant Clients (Inactive last Month)

This report shows clients with no sales in the last month. Data in this report includes: Client First Name, Client Middle Name, Client Last Name, DOB, Gender, Email, Home Phone, Work Phone, Fax, Mobile, Address + more

Dormant Clients (Inactive last 2 Months)

This report shows clients with no sales in the last 2 months. Data in this report includes: Client First Name, Client Middle Name, Client Last Name, DOB, Gender, Email, Home Phone, Work Phone, Fax, Mobile, Address + more

Dormant Clients (Inactive last 3 Months)

This report shows clients with no sales in the last 3 months. Data in this report includes: Client First Name, Client Middle Name, Client Last Name, DOB, Gender, Email, Home Phone, Work Phone, Fax, Mobile, Address + more

Dormant Clients (Inactive last 6 Months)

This report shows clients with no sales in the last 6 months. Data in this report includes: Client First Name, Client Middle Name, Client Last Name, DOB, Gender, Email, Home Phone, Work Phone, Fax, Mobile, Address + more

Dormant Clients (Inactive last 12 Months)

This report shows clients with no sales in the last 12 months. Data in this report includes: Client First Name, Client Middle Name, Client Last Name, DOB, Gender, Email, Home Phone, Work Phone, Fax, Mobile, Address + more

Dormant Clients (No Sales over Lifetime)

Data in this report includes: Client First Name, Client Middle Name, Client Last Name, DOB, Gender, Email, Home Phone, Work Phone, Fax, Mobile, Address + more

Last Booking

Data in this report includes: Information you'll see: Date of Last booking, $ for the booking, Appointment Type, Appointment / Product Name, Business, Location, First Name, Middle Name, Last Name, Client ID, Date of Birth, Gender, Email, Home phone, Work phone, Fax, Mobile, Contact number, Address1, Address2, City, Country, Zip, State

Team Member Reports

Appointments by Team Member (Daily)

This report shows appointments by Team Member per day for the selected date period. Data in this report includes: Date, Team Member Name, Appointment counts

Appointments by Team Member (Weekly Mon-Sun)

This report shows appointments by Team Member per week for the selected date period. Data in this report includes: Date, Team Member Name, Appointment counts

Appointments by Team Member (Monthly)

This report shows appointments by Team Member per month for the selected date period. Data in this report includes: Date, Team Member Name, Appointment counts

Sales by Team Member (Daily)

This report shows sales by Team Member per day for the selected date period. Data in this report includes: Date, Team Member Name, Sales ($)

Sales by Team Member (Weekly Mon-Sun)

This report shows sales by Team Member per week for the selected date period. Data in this report includes: This report shows sales by Team Member per week for the selected date period

Sales by Team Member (Monthly)

This report shows sales by Team Member per month for the selected date period. Data in this report includes: Date, Team Member Name, Sales ($)

Productivity by Team Member (Daily)

This report shows team member productivity per day for the selected date period. Data in this report includes: Date, Team Member Hours Available, Team Member Hours Scheduled, Team Member Productivity

Productivity by Team Member (Weekly Mon-Sun)

This report shows team member productivity per week for the selected date period. Data in this report includes: Date, Team Member Hours Available, Team Member Hours Scheduled, Team Member Productivity

Productivity by Team Member (Monthly)

This report shows team member productivity per month for the selected date period. Data in this report includes: Date, Team Member Hours Available, Team Member Hours Scheduled, Team Member Productivity

Team Member Super Report

This report shows Team Member sales and productivity. Data in this report includes: Team Member, Appointments, All Sales ($), Appointment Sales ($), Appointment Packages ($), Merchandise Sales ($), Hours Available, Hours Scheduled, Productivity (%)

Tags: Reports, Reporting