Large Report Generation

Large Report Generation

When the following reports are selected to be generated for longer than one month, the software will require the report to be scheduled:
  1. Total Sheet 
  2. Sales Analysis Report
  3. Text Count Report
The report can be scheduled to run ASAP or you can have it auto-generate the report daily, weekly, biweekly, monthly, quarterly or yearly.

To learn more about scheduling a report, click here

    • Related Articles

    • How do I schedule a report?

      This feature will be available in May 2024. Scheduling Reports is available on the following reports: Total Sheet Sales Analysis Report Text Count Report Yearly Dashboard Tab On Hand Product To schedule a report, go to one of the reports listed and ...
    • Refund Report

      Location: Reports > Transaction Reports Inspire Refund Report The Inspire Refund Report provides a detailed view of all refunded tickets, including information on whether products were restocked or if refunds were deducted from a worker’s ...
    • Credit Card Batch Report

      Location: Reports > Transaction Reports The Credit Card Batch Report exclusively reports on transactions where the payment used STX Payments integrated credit card processing. The report focuses on a single day's transactions starting at 9:30 PM EDT ...
    • Referral Report

      Location: Reports > Appointment & Client Reports Referral Report This Report shows a list of clients who were referred during a selected date range. How to Generate the Report Enter the start and end dates for the date range you want to report on. ...
    • Packages Report

      Location: Reports > Appointment & Client Reports ​ The Packages Report is a great tool to report on packages sold during a date range and the remaining value of the package. To generate the report: Enter begin dates and end dates to search by the ...