🔍 Available Reports
Income Report – All income, refunds, and fees
Fons Payment Report – Your Fons subscription payments
Payout Report – Bank deposits
Past Due Payments – Outstanding client subscriptions
Payroll Report – Staff hours, appointments, and income (hourly)
Attendee Report – Upcoming appointment details
Appointment Report – Past appointment and payment history
Transaction Report – Client-specific transaction details on the client tab
Client List – Export all client contacts
▶️ Run a Report
Go to Reporting → Reports
Choose your report
Enter filters or date range
Select CSV or PDF
Click Open or Download
💡 For a single client, open their profile → Action → Appointment / Attendee / Transaction Report
🧮 Notes
Beginning-of-month deposits may include prior appointments
End-of-month deposits may exclude late appointments not yet cleared
📇 Export Client List
Clients → Actions → Export Client List → Choose CSV or PDF → Open / Download
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