Other reports, inventory, group classes, catalog, AI

Inventory, Group Classes, Catalog, Discounts, AI Assistant reports

Other reports

The Reports module's remaining tabs: Inventory, Group Classes, Catalog, Discounts, AI Assistant.

1. Inventory

Where

Reports → Inventory tab. 6 sub-tabs.

Sub-tabs

  1. Overview – KPI: Total Products, Total Inventory Value, Low Stock Count, Out of Stock Count + category breakdown
  2. Stock on Hand – current stock (Brand, SKU, product, location, stock, total cost, avg cost)
  3. Stock Movement Summary – in/out movement summary
  4. Stock Movement Log – detailed movement log
  5. Product List – catalog view (SKU, name, category, brand, barcode, supplier, price, cost, type)
  6. Ordered Stock – purchase orders tracking

When to use it

  • Weekly Stock on Hand: low stock?
  • Monthly Movement Summary: best-selling product
  • Monthly Ordered Stock: pending POs

2. Group Classes

Where

Reports → Group Classes tab.

KPIs

Events

  • Total, Completed, Cancelled, Scheduled
  • Avg Capacity Fill %

Attendance

  • Total Participants, Attended, No-show, Cancelled
  • Attendance Rate %

Passes

  • Total Active, Total Sold, Revenue
  • Avg Sessions Used
  • Breakdown by status

Debts

  • Outstanding count/amount
  • Resolved, Forgiven

Analytics

  • Top Classes – most popular (name, event count, attendees, fill rate)
  • Top Instructors – best instructors (name, class count, attendees, attendance %)
  • Revenue by Day – daily revenue chart

When to use it

  • Monthly: highlight popular classes / instructors
  • Quarterly: pass revenue trend, declining?
  • Weekly: debt status, prevent pile-up

3. Catalog

Where

Reports → Catalog tab.

What it shows

Full salon catalog overview:

  • Services – services (name, category, price, promo price, duration, online flag)
  • Packages – packages (orig/final price, discount, validity, service count, online availability)
  • Vouchers – gift vouchers (code, orig/current balance, status, expiry)
  • Memberships – memberships (name, price, monthly price, billing cycle, auto-renew, active subs)
  • Promo Codes – promo codes (code, name, discount, usage count, max, validity)
  • Add-ons – add-ons (name, option count, service count)
  • Loyalty Program – loyalty config (points enabled, tiers, referrals, expiry, rewards list)
  • Group Class Passes – group class passes

When to use it

  • New manager onboarding: everything that sells, on one list
  • Audit/accountant: prices, discounts, expirations
  • Marketing planning: which catalog item isn't selling

4. Discounts

Reports → Discounts tab. Usage statistics from discount-presets. Which discount was used most, how much revenue it brought.

When to use it

  • Promo strategy: which discount had best ROI
  • Cleanup: remove zero-use discounts
  • Scale: amplify top 3 discounts

5. AI Assistant

Reports → AI Assistant tab. Natural-language analysis on salon data.

Capabilities

  • "How much revenue did we make last month?"
  • "Who are our top 3 staff by revenue?"
  • "How many new customers did we get in the last 30 days?"
  • "What's our retention rate last week?"

AI answers from report data in text and often a chart too.

When to use it

  • Quick question: don't want to dig through 11 tabs
  • Complex question: "Compare the last two quarters by revenue"
  • Presentation: if someone asks for numbers and you need a fast answer

AI tips

  • Specify the period ("last month," not "a while back")
  • Start simple to learn how it responds
  • If misunderstood, rephrase or split into smaller questions

Tips

  • Don't put critical KPIs in the "Other" bucket, these are targeted analyses.
  • Inventory report is weekly-mandatory if you sell products (low-stock detection).
  • Group Classes report is optional, only if you actually run group classes.
  • Catalog report is audit-style, monthly or quarterly review.
  • Discounts report should focus on ROI, not just count.
  • AI Assistant is still learning, not perfect. Use with oversight.

Related articles

#inventory#catalog#ai#discounts#group-classes-report
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