Salon Manager reporting guide

How to Access and Navigate the Reporting Module in Salon Manager

Open the Reporting module, review Live View and browse the full list of reports from the left-hand menu.

Video walkthrough: accessing and navigating the Reporting module in Salon Manager.

Quick answer

Open Reporting to see Live View and Reports List

From the main menu, click Reporting. The module opens on Live View, where you can see today’s business performance. To browse all available reports, click Reports List from the left-hand menu.

Before you start

Have these details ready

Access to Salon Manager

Permission to view reports

Access to the Reporting module

Step-by-step instructions

How to access and navigate the Reporting module

Follow these steps to open Reporting, view Live View and browse the report categories.

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

2
Open Reporting
From the main menu, click Reporting.

3
View Live View
The Live View dashboard opens automatically.

4
Review today’s data
Review today’s business information shown on the dashboard.

5
Open Reports List
From the left-hand menu, click Reports List.

6
Browse the reports
The reports page opens and displays the available categories.

7
Find the report you need
Browse the report categories or use your favourites if available.

8
Select a report
Choose the report you want to view or run.

Useful tips

Use Live View and Reports List efficiently

The Live View dashboard provides a quick overview of today’s activity without running a report.

Use Reports List to access all available reports.

Reports are organised into categories, making them easier to find.

Favour frequently used reports to access them more quickly.

Troubleshooting

Common issues and what to check

I cannot access the Reporting module

Check that your user account has permission to access reporting.

The Reports List is not visible

Open the Reporting module first, then use the left-hand menu to select Reports List.

I cannot find the report I need

Browse the report categories or use your My Reports favourites if you have previously saved the report.

The Live View is not displaying today’s data

Refresh the page or check that you are connected to the internet if you are using Salon Manager Online.

Frequently asked questions

Reporting module questions

How do I access the Reporting module?

Open Salon Manager and click Reporting from the main menu.

What is Live View?

Live View is the first screen displayed when you open the Reporting module and provides an overview of today’s business data.

Where can I find all reports?

Click Reports List from the left-hand menu to browse all available reports.

How are reports organised?

Reports are grouped into categories such as Booking Reports, Client Reports and other report sections.

Can I access reports from the Live View screen?

Yes. Open Reports List from the left-hand menu to access the full list of available reports.

How to Access and Navigate the Reporting Module in Salon Manager

Open Reporting to see Live View and Reports List

Have these details ready

How to access and navigate the Reporting module

Use Live View and Reports List efficiently

Common issues and what to check

Reporting module questions

Download this guide as a PDF

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