# Reports

> See each provider's revenue, tips and commission, compare locations over any dates, and what each number in Provider Revenue and Location Performance means.

**Applies to:** Lilo Pro · Owners and admins

Source: https://heylilo.co/help/home-and-reports/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 report

1. Go to [**Operations** → **Reports**](https://app.heylilo.co/dashboard/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 locations

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 Revenue

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 columns

The pay columns use the **Compensation** set in each provider's **Role & Work** section on the [**Team**](https://app.heylilo.co/dashboard/team) page (see [Employees, contractors, and booth renters](https://heylilo.co/help/team/employment-types)). 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 Performance

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 works

- 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**](https://app.heylilo.co/dashboard/invoices).
- For numbers these reports don't show, ask [Lilo AI](https://heylilo.co/help/lilo-ai/what-lilo-ai-can-do).

## Common questions

### Why doesn't Reports match my home screen?

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](https://heylilo.co/help/home-and-reports/home-screen).

### Why do the two reports show different numbers?

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?

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**](https://app.heylilo.co/dashboard/invoices).

### Why is an appointment on the wrong day?

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?

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?

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