Salon Manager reporting guide

How to Drill Down Into Reports in Salon Manager

Explore detailed report data by drilling into rows, moving through deeper levels and returning to the previous view when needed.

Video walkthrough: drilling down into reports in Salon Manager Reporting.

Quick answer

Open a report, click a row and drill deeper

Open a report that supports drill-down, click a row to view more detailed information, keep selecting items to drill further into the data, and use the Back a Level button to return to the previous view.

Before you start

Have these details ready

Access to Salon Manager

Permission to view reports

Access to the Reporting module

A report that supports drill-down functionality

Step-by-step instructions

How to drill down into report data

Follow these steps to explore deeper levels of report detail.

1
Open Salon Manager
Sign in and open the main Salon Manager application.

2
Open Reporting
Go to the Reporting module.

3
Choose a drill-down report
Open a report that supports drill-down, such as the Salon KPI report.

4
Run the report
Run the report using the criteria you need.

5
Review the results
Look over the initial report output before drilling deeper.

6
Click a row
Select the row you want to explore in more detail.

7
Open the next level
The report will open the next level of information.

8
Keep drilling down
Continue clicking rows where more detail is available.

9
Use Back a Level
Return to the previous level whenever you need to move back.

10
Repeat as needed
Explore other rows to investigate different parts of the report.

Useful tips

Make the most of drill-down reporting

Not every report supports drill-down functionality.

Use drill-down to investigate specific sites, team members or other detailed report data.

Watch the navigation path at the top of the report to see which level you are viewing.

Use Back a Level to return without rerunning the report.

Troubleshooting

Common issues and what to check

Clicking a row does not open another level

Not all reports support drill-down. Try another report, such as the Salon KPI report.

I cannot return to the previous report

Click the Back a Level button to return to the previous view.

The report looks different after drilling down

This is expected. Each drill-down level displays more detailed information for the selected item.

I cannot find the information I need

Return to the previous level and select a different row to explore another part of the report.

Frequently asked questions

Report drill-down questions

Can I drill into every report?

No. Only selected reports support drill-down functionality.

How do I view more detailed information in a report?

Click a row in a report that supports drill-down to open the next level of detail.

Can I drill down more than once?

Yes. Some reports allow you to continue drilling into multiple levels of information.

How do I return to the previous report level?

Click the Back a Level button.

How do I know I have drilled into another level?

The report changes to display more detailed information, and the navigation path at the top updates to show your current level.

How to Drill Down Into Reports in Salon Manager

Open a report, click a row and drill deeper

Have these details ready

How to drill down into report data

Make the most of drill-down reporting

Common issues and what to check

Report drill-down questions

Download this guide as a PDF

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