Report Settings

Modified on Fri, 12 Jun at 9:06 AM

In this article, we will explore the meaning of the settings located in the Report section of the Company Settings page.


Setting Description

Take Daily Inventory Snapshot

Enable this setting to automatically generate a daily snapshot of your inventory report each night. Once enabled, the "Generate Per-Location Inventory Snapshots" setting will become available below.

Please note: Once this setting is enabled, it cannot be disabled. Learn more here.

Generate Per-Location Inventory Snapshots
This setting is available only when "Take Daily Inventory Snapshot" is enabled. When turned on, the system generates a separate inventory snapshot for each location daily, instead of a single company-wide snapshot. Learn more here.

Include IDs in report downloads

IDs can be assigned to employees, clients, pets, and services to aid in organization and tracking. This setting ensures that IDs are displayed in the Client Type, Daily Revenue, Product Sales Details, Membership Roster, and Without Future Bookings reports when they are downloaded. Learn more here.


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