For Pro and Team subscribers, Goldie provides reports that make it easy to understand your business and its performance better. Viewing your reports is as simple as following these steps:
- Open Goldie (and ensure you are logged into your account)
- Go to Menu (☰) → Reports
- Select the report type you would like to view from the following options:
- Revenue — This report will show you the total amount of money earned in the selected time period.
- Services — It will display a breakdown of your total revenue by service for the selected time period.
- Clients — It will show the number of clients who had an appointment in the selected time period and a breakdown of how many of them are existing or new (first-time) clients.
- Once viewing a report, select the time period you would like to view: day, week, month, or year.
Note: You can export revenue reports by tapping the “Export” button. Doing so will send you an email with a CSV file containing the appointments and revenue from the selected time period.
Still can’t find what you’re looking for? Return to the Help Center homepage to search for additional articles or reach out to us - we’re always here to help.
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