Reports

Reports show how your business did over a stretch of time. Provider Revenue breaks down revenue, tips and pay by provider. Location Performance compares your locations. Only the owner and admins can open them, on the web.

Run a reportCopy Anchor Link

1. Go to Operations → Reports.
2. Select Provider Revenue or Location Performance.

The report runs right away. Provider Revenue starts with this month so far, and Location Performance with last month. Select Refresh at the top to run it again.

Change the dates, providers or locationsCopy Anchor Link

1. Select the filter button to the right of Filters.
2. Under Date range, choose MTD, Last month, QTD or YTD. For other dates, choose Custom and set a start and end date. Both days count.
3. To narrow it down, choose providers under Providers or locations under Locations. Leave them empty to include everyone. Providers is only in Provider Revenue.
4. Select Apply filters.

To go back to the report's usual filters, open the filters and select Reset.

Provider RevenueCopy Anchor Link

Provider Revenue counts appointments in your dates that have an invoice with the status Paid. Each appointment's invoice goes to its first provider, the one doing its first service.

• Total Net Revenue: what those invoices charged after discounts, before tax and tips. Products sold on the same invoice count.
• Total Tips: the tips on those invoices.
• Total Appointments: how many appointments that is.
• Total Refunds: refunds on those invoices. It's almost always zero, because a refunded invoice drops out of this report.
• Net Revenue by Provider, Over Time, Revenue Share by Provider and Net Revenue by Provider chart each provider's net revenue.
• Provider breakdown gives each provider's Appointments, Gross Revenue (before discounts), Discounts, Net Revenue, Tips and Refunds, then their pay.

The pay columnsCopy Anchor Link

The pay columns use the Compensation set in each provider's Role & Work section on the Team page (see Employees, contractors, and booth renters). That card is marked Coming soon, but this report already uses it.

• Commission, Hourly + Commission and Revenue Split: Commission Earned is net revenue times their rate. That's their Provider Take, and the rest is the House Take. Hourly pay isn't included.
• Hourly and Salary: no commission. Provider Take is blank and the House Take is all the net revenue.
• Booth Rent (Rent in Role & Work): Provider Take says Booth rental, the House Take is zero, and Rent Amount and Rent Cadence show their rent.

Lilo uses each provider's pay as it is today. With Custom dates, it uses the pay on your end date. A note above the table says how many providers have no pay set, and whether anyone's pay changed in the month before that date.

Location PerformanceCopy Anchor Link

Location Performance counts every appointment in your dates, whatever its status. Revenue and tips come from those appointments' invoices with the status Paid.

• Total Net Revenue, Total Appointments, Total Tips and Cancellation Rate cover all the locations you chose.
• Net Revenue by Location, Over Time shows each location's revenue day by day.
• Busy Days by Location counts appointments on each day of the week.
• Net Revenue by Location and Appointments by Location compare the totals.
• Location breakdown gives each location's Net Revenue, Appointments, Completed, Cancellation Rate, No-Show Rate, Avg Revenue / Appt, Tips and Refunds.

Appointments includes cancellations, no-shows and appointments still to come. Cancellation Rate and No-Show Rate are shares of all of them. Avg Revenue / Appt divides net revenue by completed appointments. Refunds is what you refunded on those appointments' invoices.

How it worksCopy Anchor Link

• Both reports go by the appointment's date. Products sold without an appointment aren't in either one.
• Only invoices with the status Paid count toward revenue and tips. Once you refund any part of an invoice, its status becomes Partial Refund or Refunded and it stops counting. Provider Revenue leaves it out completely, so refunds almost never show there.
• Location Performance counts an invoice's revenue, tips and refunds once for each service on its appointment, add-ons included. Provider Revenue counts them once.
• Both reports file each appointment under its date in Coordinated Universal Time (UTC), not your time zone. In the US, appointments that start late in the afternoon or evening land on the next day. On the last day of a month, that moves them into the next month.
• MTD, QTD and YTD include today.
• A new checkout can take up to 15 minutes to show up.
• Only the owner and admins can open Reports, and you can't give anyone else access. Reports aren't in the Lilo app.
• You can't export, save, schedule or email a report. To download your invoices, use Export CSV in Operations → Invoices.
• For numbers these reports don't show, ask Lilo AI.

Common questionsCopy Anchor Link

Why doesn't Reports match my home screen?Copy Anchor Link

Your home screen counts every paid invoice by the date it was created, including products sold on their own. Reports count paid invoices for appointments, by the appointment's date. See Your home screen.

Why do the two reports show different numbers?Copy Anchor Link

Location Performance's Total Appointments counts every appointment, whatever its status. Provider Revenue's only counts appointments with a paid invoice. Revenue can also differ. When an appointment has more than one service, Location Performance counts its invoice once per service.

Why do refunds show zero in Provider Revenue?Copy Anchor Link

Provider Revenue only counts invoices with the status Paid. A refund changes the invoice's status, so the invoice and its refund both leave the report. Location Performance's Refunds column shows them. You can also see each refund on the invoice in Operations → Invoices.

Why is an appointment on the wrong day?Copy Anchor Link

Reports use the date in UTC, not your time zone. An appointment late in your day can show under the next day, and the last evening of a month can land in the next month.

Why are the pay columns blank?Copy Anchor Link

That provider has no Compensation set. Set their pay in Role & Work on the Team page and select Save Changes. Pay counts from the day you save it. A Custom report that ends before then shows it blank. Providers paid Hourly or a Salary have no commission, so their Provider Take stays blank.

Can my location managers see reports?Copy Anchor Link

No. Only the owner and admins can. Location managers see their location's revenue for the month on their home screen.