Salon Manager reporting guide

How to Run Reports in Salon Manager

Choose the right report, set the site and date range, then run it to generate the results you need.

Video walkthrough: running reports in Salon Manager Reports.

Quick answer

Open Reports List, choose a report and run it

Open the Reports module, go to Reports List, select the report you want to run, choose the site and date range if required, then click Run Report.

Before you start

Have these details ready

Access to Salon Manager

Permission to view reports

Access to the Reports module

The report you want to run identified

The required reporting date range decided

Step-by-step instructions

How to run a report

Follow these steps to choose the report, set the criteria and generate the results.

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

2
Open Reports
Go to the Reports module.

3
Select Reports List
From the left-hand menu, click Reports List.

4
Find the report
Locate and select the report you want to run.

5
Choose the site
If you have multiple sites, select the site or sites to include.

6
Set the start date
Choose the Start Date for the report.

7
Set the end date
Choose the End Date for the report.

8
Review the criteria
Check the selected site and date range before continuing.

9
Run the report
Click Run Report to generate the report.

10
Review the results
The report will generate using the selected criteria.

Useful tips

Choose the right criteria before running a report

Choose the correct date range before running the report to ensure the results are accurate.

If you manage multiple sites, make sure you select the correct location.

Use custom date ranges to report on any period you require.

Review the report after it has loaded before exporting or printing it.

Troubleshooting

Common issues and what to check

The report is not visible

Open Reports List and check that you have permission to access the required report.

The report contains the wrong data

Review the selected site and date range, then run the report again.

I cannot change the site

If you only have one site configured, the site selection will not need to be changed.

The report did not run

Check that you selected both a valid Start Date and End Date, then click Run Report again.

Frequently asked questions

Report running questions

How do I run a report in Salon Manager?

Open the Reports module, select Reports List, choose a report, set the site and date range, then click Run Report.

Can I run reports for multiple sites?

Yes. If your salon has multiple sites, you can select the site you want to report on before running the report.

Can I choose a custom date range?

Yes. Select any Start Date and End Date before running the report.

Do I need to select a site if I only have one salon?

No. If you only have one site, you can leave the site selection as it is.

Can I run reports for historical data?

Yes. You can select earlier start and end dates to generate reports for previous periods.

How to Run Reports in Salon Manager

Open Reports List, choose a report and run it

Have these details ready

How to run a report

Choose the right criteria before running a report

Common issues and what to check

Report running questions

Download this guide as a PDF

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