8 Schedulicity Reports Every Small Business Owner Needs

What’s a small business without the right reports to keep track of your success?

Here at Schedulicity, we know keeping tabs on your finances, inventory, and email marketing is crucial to running a small business.

With such a busy schedule, automated small business reports for your products/services, clients, and revenue can be a lifesaver. 

That’s why we built small business reports right into the Schedulicity app: to help you keep tabs on the numbers and, of course, make your life a little simpler.

With that in mind, here are eight Schedulicity reports we think every small business owner should start utilizing today.

• Sales Summary Report
• Product Management Report
• Service Popularity
• Promotion Popularity Report
• New Client Bookings
• Clients by Provider
• Email Marketing Reports
• Problem Email Addresses Report

8 Small Business Reports To Use in the Schedulicity App

Sales Summary Report

Need a go-to report for all things sales? With the Sales Summary Report, we neatly break it down and organize it all in one place for your records: 

• Gross sales
• Net sales
• Discounts
• Fees
• Refunds
• Taxes
• Gratuity

Need to filter your report by provider or date range? No problem! 

This financial report is here to help you keep tabs on business trends and can gather info for your taxes. Plus, you have the ability to print or export this report to Excel if you need.

How to Run the Sales Summary Report

1. Using the full website, click the three-line menu in the upper left and choose Reports.
2. Select Sales Summary Report from the list.
3. You can filter by date or provider/instructor.
4. You can then Print or Export in the upper right corner.

Product Management Report

If you sell products, Schedulicity has the reporting tools to help you sell and manage inventory! 

With the Product Management Report, you get a bird’s-eye view of your inventory and product sales. You’ll see all your products listed by: 

• Name
• Number of items in stock (including negative integers – in case you have items on backorder for your clients)
• Total cost of each item
• Total price of the item listed for sale
• Tax included per item 
• Total sales price of items in stock

How to Run the Product Management Report

1. Using the full website, click the three-line menu in the upper left and choose Reports.
2. Select Product Management Report from the list.
3. You can filter by date or provider/instructor.
4. You can then Print or Export in the upper right corner.

Service Popularity Report

As a service provider, it’s important to know which services are the most popular and who’s booking them. That’s why we offer businesses a Service Popularity Report.

With the Service Popularity Report, you get a list of your most popular services booked within the specific timeframe you choose. 

The services are then broken out into those scheduled online and those scheduled in-person, so you know which ones clients are booking online and which ones you often book for them.

How to Run the Service Popularity Report

1. Using the full website, click the three-line menu in the upper left and choose Reports.
2. Select the Service Popularity Report from the list.
3. Adjust your date range and Export in the upper right corner.

Promotion Popularity Report

If you’re on Schedulicity Unlimited and using our Deal Manager tool to create and share deals with clients, you need to check out the Promotion Popularity Report! 

With this sales report, you can see a list of your most popular deals within the timeframe you choose, as well as how many times that deal was booked.

How to Run the Promotion Popularity Report

1. Using the full website, click the three-line menu in the upper left and choose Reports.
2. Select the Promotion Popularity Report from the list.
3. Don’t forget to set your date range.

New Client Bookings Report

Hey, if you’re booking new clients, you wanna know about them — and maybe take the time to connect or share a deal to keep them coming back! 

With the New Client Bookings Report, you get a list of your appointments with new clients for the date range you select. The list includes:

• Service or class offered
• Service provider or instructor
• Client’s name
• Client’s contact information, such as phone number and email address

How to Run the New Client Bookings Report

1. Using the full website, click the three-line menu in the upper left and choose Reports.
2. Select the New Client Bookings Report from the list.
3. Select your date range and Export if you’d like.

Clients by Provider Report

The Clients by Provider Report is handy for a couple reasons, especially if you’re a larger business with multiple providers on staff.

First, it’s an easy way to see which provider is booking the most clients.

Also, in the event that a provider is moving onto another business and wants to keep their clients, you can export only their client list. (Only you as the Admin have this option, so no worries about providers snagging their clients without your permission.)

Automated Email Marketing Reports

Let’s talk email marketing… 

With Schedulicity, you not only have the ability to send out customized emails to your clients for newsletters or promotions — you also get access to our Automated Marketing tools. 

With Automated Marketing, you can set up Birthday, Time to Book, Re-engagement, and follow-up Thank You emails to automatically flow in the background for you! 

The best part? Our email marketing tools come with some very handy analytics, so you can see how well your emails are performing. 👇

Problem Email Addresses Report

With email marketing being such an important way to communicate with your clients, it’s critical to see at a glance which client emails may have bounced or went undeliverable.

The Problem Email Addresses Report gives you a list of clients who were sent email messages that bounced or were undeliverable, giving you a simple way to remedy the issue.

If you notice an email address is misspelled, you’re able to edit and verify the email, delete the email, or access the client’s profile.

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If you’d like to learn more about all the reports that Schedulicity offers small business owners, check out our quick tutorial below. You can also sign up for free to run those records ASAP.