Reports Module

📊 Module Overview

The Reports module of Merbeli allows you to access all the information about your salon or beauty center in a clear and organized manner.

From financial control to tracking reservations, sales, services, inventory, and team performance, you can consult key reports that help you make better decisions and improve profitability.

All reports are grouped by topic and offer:

Filters by date, branch, professional, service, status, and payment method
Visualization in tables or graphs
Export in PDF or Excel
Mobile, tablet, and computer adaptable view

🧾 1. Accounting and Financial Reports

Accounts Receivable

Overdue Accounts Receivable: List of pending payments that have exceeded their due date. It allows you to know who owes you, how much, and since when.
Accounts Receivable Aging: Groups accounts by age to prioritize collections and understand the risk of delinquency.

Business Overview

Profit and Loss: Shows whether the business generates profits or losses over a period.
Balance Sheet: Reflects assets, liabilities, and equity of the salon.
Account Statement: Detailed movements of a specific account.
Cash Flow Statement: Visualizes actual cash inflows and outflows.

Income and Expenses

Expenses by Category: Classifies expenses by items (supplies, rent, salaries, marketing, services, etc.).
Income vs Expenses: Direct comparison to assess profitability for the period.
Detailed Income / Expenses: Complete listing with amounts, dates, and concepts.
Income / Expenses by Date: Chronological report to detect trends.

Entities and Transfers

Report by Payer / Beneficiary: Identifies who generates income (clients) or receives payments (suppliers, staff, services).
Transfers: Internal movements between accounts or cash registers.

Profitability and Break-even

Break-even Point by Service: How many services you need to sell to cover fixed and variable costs.
Salon Break-even Point: General analysis to know the minimum monthly billing.
Transactions by Service / Category: Economic records associated with each type of service.

🗓️ 2. Reservation and Schedule Reports

Reservations by Status: Pending, confirmed, canceled, completed.
Occupancy by Day / Week / Month: Percentage of schedule used and availability.
Reservations by Service: Which services are most reserved and at what times.
Reservations by Professional: Workload by person and schedule performance.
No-shows and Cancellations: Tracking of absences and cancellations to adjust policies.

💇 3. Service and Sales Reports

Best-selling Services: Ranking by quantity and billing.
Sales by Period: Sales evolution and average ticket.
Sales by Payment Method: Cash, card, transfer, deferred payment.
Sales by Branch: Comparison between units or locations.
Detailed Sales: Listing with date, client, service/product, total, and taxes.

👥 4. Client Reports

Main Clients: Those who buy or reserve the most.
Clients by Frequency: Recurring vs occasional.
New Clients: Client registrations by period.
Debt by Client: Segmented accounts receivable.
Client History: Associated services, purchases, and reservations.

👩‍💼 5. Staff Reports

Performance by Professional: Billing, number of services, occupancy, and average ticket.
Schedule by Professional: Reserved hours, gaps, and shift distribution.
Commissions: Calculation base for settlements (if applicable).
Team Activity: Tasks, events, and compliance.

📦 6. Inventory and Purchase Reports

Stock by Location: Where products and supplies are located (warehouses, cabins, branches).
Stock by Type: Classification (coloring, skincare, disposables, equipment, retail, etc.).
Inventory History: Inflows, outflows, and adjustments.
Supplies Consumption: Usage by service, professional, or period.
Products to Replenish: Low stock alerts to prevent shortages.

🛒 7. Store and Order Reports

Orders by Status: Pending, confirmed, delivered, canceled.
Pending Payments: Orders with incomplete payment.
Best-selling Products: Ranking by units and billing.
eCommerce Clients: Recurring buyers and average ticket.
Recent Orders: Latest commercial movements.

📌 8. User Activities

Pending Tasks: Assigned actions not completed.
Completed Tasks: What was done, when, and by whom.
Scheduled Events: Planned activities in the agenda.

🧩 9. Custom Reports

If you need a custom report:

Select the area (reservations, sales, clients, inventory, finance, staff)
Configure columns, filters, groupings, and order
Export to Excel or PDF to share with your team or accountant

This module provides you with a comprehensive view of the salon so you can make more informed decisions, with clear and updated data.