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Operator Report

  • Updated

The Operator Report provides a financial performance summary for each staff member (operator) in your salon. It breaks down services, products, and total revenue per operator, making it the go-to report for tracking individual staff performance and calculating commissions.

How to Access

Navigate to Reporting from the main menu, then select Operator Report from the report list.

Operator Report

Filters

Filter Description
From / To Set the date range for the report.
Exclude TAX Tick to show amounts excluding GST/tax. Useful for calculating net revenue and commissions.
Use Visit Date Tick to report based on the appointment visit date rather than the payment date. This is useful when payments are processed on different days to the actual visit.
Client Gender Filter by client gender (All, Female, Male, Not Set).

Report Columns

Column Description
Operator The staff member's name.
Att* Total client attendance (total appointments, not unique clients). If a client visits twice, that counts as 2 attendances.
Clients The number of unique clients served.
Services Total revenue from services performed.
Products Total revenue from retail product sales.
Discounts Total value of discounts applied.
Total The operator's total revenue (services + products - discounts).
Avg per Client Average spend per unique client.

* Att stands for Attendance. This is the total number of client appointments (not unique clients). If a client visits 3 times in the period, Att counts as 3, while Clients counts as 1.

Available Actions

Item Description
Export as CSV Download the report as a spreadsheet (useful for payroll and commission calculations).
Print Print the report.

How to Use

  1. Navigate to Reporting and select Operator Report.
  2. Set the From and To dates (e.g. the past pay period).
  3. Tick Exclude TAX if you need net figures for commission calculations.
  4. Tick Use Visit Date if you want to report on when the service was performed rather than when it was paid.
  5. Click Go to generate the report.
  6. Review each operator's performance. Export as CSV for payroll processing.

Exclude TAX vs Use Visit Date

Item Description
Exclude TAX Removes GST from the figures. Turn this on when calculating commission percentages so you are working from net revenue.
Use Visit Date By default, the report uses the payment date. If a client visits on Monday but pays on Tuesday, the revenue appears on Tuesday. Ticking Use Visit Date shifts it to Monday instead, which gives a more accurate picture of when the work was actually done.

Example Scenario

It is the end of the pay period and you need to calculate commissions. Set the date range to the pay period, tick Exclude TAX, and run the report. Each operator's total revenue (ex-GST) is displayed. Export as CSV and apply your commission formula to each operator's total in the spreadsheet.

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