Custom Report Builder

Updated 2 months ago by Kory Lamme

With the Custom Report Builder, you can quickly and easily create and generate reports that are relevant to your business and your goals.

The Custom Report Builder is one of the most popular features of our iOffice platform and for good reason. It allows you to craft your own, unique perspective of your operations while giving you a vital toolset for forecasting campaigns and initiatives.

Custom Report Builder: At a Glance

Custom Reports / Data Blocks Tabs: Toggle between the custom reports builder and the custom data blocks builder.

Report Type: Display data blocks based on employee sales data, store sales data, or yearly sales data.

New Reports / Saved Reports Tabs: Create a new report, or view and select reports you have already created.

Predefined Data Blocks: Blocks built around sets of data ranging from basic information, to sales data, to production and more.

Custom Data Blocks: Build custom data block using predefined ones, to further fine tune your custom reporting.

Selected Data Blocks: Data blocks contained in a report you are building or have built already.

Building a custom report

An existing custom report can be modified at any time by adding one or more blocks to it, and saving it.
  1. Go to iOffice -> Tools -> Custom Reports
Notice that the New Reports tab is selected automatically when you get in. Click the Saved Reports tab to find custom reports that have already been built.
  1. Name your report, and select the data set you'd like to build the report around - employee data, store data, or yearly sales data.
Click the Include House Sale check box to have house sale data included in the custom report you are building.
  1. Select any predefined data blocks that will suit the needs of the report you are building, build custom data blocks to add, or both! Adjust the position of the blocks you've selected, by clicking and dragging.
Move data blocks into different positions by click + dragging them into the preferred position.
  1. Click save when the report is ready and follow the steps below to learn how to run your new custom report.
Reset your report to it's most recently saved configuration by clicking the Reset button, or delete a custom report at any time by clicking the Delete button.

Running a custom report

An existing custom report can be modified at any time by adding a block to it, and saving it.

  1. Go to iOffice -> Tools -> Custom Reports.
  1. Click the Saved Reports tab.
  1. Select the report you'd like to run and click the Next button.
  1. Choose the start date and end date for the period of time you'd like to see reporting data on.
Try running by pay period if you are running payroll or production related data.
  1. Select one or more stores to run the report for.

Tips for running custom reports for more than one store at a time:

  • Be sure to add the store name info block to the custom report, to differentiate more easily between stores for each row of data.
  • Check off the Display Header between each Store check box to put a header between each store's data.
Custom reports run in the browser by default. Click the CSV bubble if you'd like the report to generate in a .csv spreadsheet file that you can download.
  1. Click the generate report button to run the report. It may take anywhere from a few seconds to several minutes, depending on how much data is included in the report.

Custom data blocks

There are nine mathematical operations available for use when creating custom data blocks. Though some should already be familiar, we have included a breakdown of all of them.

  • + : Addition will add the sum of the two predefined blocks.
  • - : Subtraction will subtract the value of the right side predefined block from the left.
  • / : Division will divide the value of the left side block by the value of the right.
  • * : Multiplication will multiply the value of two blocks, or groups of blocks.
  • ( ) : Parentheses (Grouping). Performs the operation inside the parentheses first.
  • Number Entry: Enter a Numerical Value for custom operations.
  • Haircuts Under Minutes: The amount of early completed haircuts in the filtered timeframe.
  • Haircuts Over Minutes: The amount of late completed haircuts in the filtered timeframe.
  1. Go to iOffice -> Tools -> Custom Reports.
  1. Click the Data Blocks tab in the top right.
  1. Using a combination of predefined data blocks and the math operations listed above, create a custom data block to suit your needs.

Predefined data block glossary

Info blocks
  • EIN Number: EIN (Employer Identification Number), found in Setup > Company Info > Store Setup.
  • Employee Date Hired: Employee hire date, as assigned in their employee profile.
  • Employee Expiration: Employee license expiration date, as assigned in their employee profile.
  • Employee First Name: First name of employee, as assigned in their employee profile.
  • Employee ID: Employee ID, as assigned in employee profile.
  • Employee Last Name: Last name of employee, as assigned in their employee profile.
  • Employee License: Employee license number, as assigned in employee profile.
  • Employee Name: Full name of employee, as assigned in their employee profile.
  • Employee Position: An employees position, as assigned in their employee profile.
  • Location Name: The salon's location name, designated in Setup > Company Info > Store Setup.
  • Manager: Lists employees with the manager position, as assigned in their employee profile.
  • Office Phone: The salon's office phone number as assigned in Setup > Company Info > Store Setup.
  • Owner: The owner of the salon, as found in Setup > Company Info > Store Setup.
  • POS Phone: The salon's phone number, as designated in Setup > Company Info > Store Setup.
  • Payroll ID: An employee's payroll ID, as assigned in their employee profile.
  • Report End Date: Displays the last day of the date range you selected when running a custom report with this data block.
  • Report Start Date: Displays the first day of the date range you selected when running a custom report with this data block.
  • Store Name: Store name, as provided to ProPoint by you during initial account setup.
Payroll blocks
  • Commission-able Product Sales: Total of products sold that gained commission for an employee in the selected date range.
  • Commission-able Service Sales: Total of services sold that gained commission for an employee in the selected date range.
  • Employee Points: Total number of employee points for an employee in the selected date range.
  • Gross Pay: Gross pay for an employee, in the selected date range.
  • Non Production Payrate: Non-production payrate, as assigned in an employee's profile.
  • OT Pay: Total dollar value of over time pay accrued by an employee in the selected date range.
  • Position Pay: Hourly pay for an employee, according to their assigned position found in their employee profile.
  • Product Bonus: Total product bonus collected by an employee in the selected date range.
  • Product Commission: Product commission totals accrued by an employee in the selected date range.
  • Production Payrate: Production payrate for an employee as assigned in their employee profile.
  • Service Bonus: Total service bonus collected by an employee in the selected date range.
  • Service Commission: Service commission totals accrued by an employee in the selected date range.
  • Service Counts: Total number of services provided in the selected date range.
  • Tips: Total tips gained by an employee in the selected date range.
  • Total Commission: Combined product and service commission totals accrued by an employee in the selected date range.
  • Total Commission-able Sales: Combined total of commission-able products and services sold in the selected date range.
  • Vac. Pay: Total vacation pay accrued by an employee, as entered into their timecard via Reports > Payroll > Timecard.
Sales blocks
  • Customer Count: Total new and repeat customers that visited the salon in the selected date range.
  • Extra Service Amount: Total extra services sold, based on if/how many services have extra services applied to them.
  • Factor 4 Discount: Total amount discounted from Factor 4 gift card sales.
  • Factor 4 Gross: Total gross sales for Factor 4 gift cards in the selected date range.
  • Factor 4 Net: Total net sales for Factor 4 gift cards in the selected date range.
  • Gift Certificate Discount: Total amount discounted from gift certificate sales.
  • Gift Certificate Gross: Total gross gift certificate sales in the selected date range.
  • Gift Certificate Net: Total net gift certificate sales in the selected date range.
  • Loyalty Card Discount: Total amount discounted from loyalty card sales.
  • Loyalty Card Gross: Total gross sales for generic loyalty cards in the selected date range.
  • Loyalty Card Net: Total net sales for generic loyalty cards in the selected date range.
  • New Customer Count: Total new customers that visited during the selected date range.
  • Product Amt.: Number of products sold during the selected date range.
  • Product Discounts: Total amount discounted off product sales during the selected date range.
  • Product Gross: Total gross product sales in the selected date range.
  • Product Net: Total gross product sales in the selected date range.
  • Product Refunds: Total dollar amount of product refunds in the selected date range.
  • Product Tax: Total taxes collected from product sales within the selected date range.
  • Redo Ticket Count: Total number of redo tickets in the selected date range.
  • Repeat Customer Count: Total number of repeat visitors in the selected date range.
  • Request Amt.: The number of requests made for specific staff in the selected date range.
  • Request Discount: Total amount discounted from request tickets in the selected date range.
  • Request Gross: Total gross sales for request tickets in the selected date range.
  • Request Net: Total net sales for request tickets in the selected date range.
  • SVS Gift Card Discount: Total amount discounted from SVS gift card sales.
  • SVS Gift Card Gross: Total gross sales for SVS gift cards in the selected date range.
  • SVS Gift Card Net: Total net sales for SVS gift cards in the selected date range.
  • Service Amt.: Number of services sold in a selected date range.
  • Service Category Count: Total services provided in the selected date range, broken down by service category.
  • Service Category Gross: Total gross sales of services in the selected date range, broken down by service category.
  • Service Category Net: Total net sales of services in the selected date range, broken down by service category.
  • Service Discounts: Total amount discounted from service sales in the selected date range.
  • Service Gross: Total gross service sales in the selected date range.
  • Service Net: Total net service sales in the selected date range.
  • Service Refunds: Total number of service refunds in the selected date range.
  • Service Sales: Shows the amount of sales with a service attached in the selected date range.
  • Service Tax: Total taxes collected from service sales in the selected date range.
  • Service+Retail Ticket Count: Total number of tickets with a service and a product attached, in the selected date range.
  • Service+Retail Ticket Net: Total net sales on tickets with a service and product attached, in the selected date range.
  • Tax Total: Total taxes collected in the selected date range.
  • Ticket Count: Total number of tickets in the selected date range.
  • Total Gross: Total gross sales in the selected date range.
  • Total Net: Total net sales in the selected date range.
  • Unknown Freq. Customer Count: Number of customers who are not known to be either new or repeat in the selected date range.
  • Void Ticket Count: Total number of tickets voided in the selected date range.
  • Walk In Gross: Total gross sales of walk in tickets in the selected date range.
  • Walk In Net: Total net sales of walk in tickets in the selected date range.
Timecards blocks
  • Add. Hours: Total additional hours in the selected date range, as entered manually in an employee's time card via Reports > Payroll > Timecard.
  • Days Worked: Days worked by an employee in the selected date range.
  • Holiday Hours: Holiday hours worked by an employee in the selected date range.
  • Non Production Hours: Non-production hours worked by an employee in the selected date range.
  • OT Hours: Overtime hours worked by an employee in the selected date range.
  • Production Hours: Total production hours worked by an employee in the selected date range.
  • Regular Hours: Regular hours worked by an employee in the selected date range.
  • Split Hours: Split hours worked by an employee in the selected date range.
  • Total Hours: Total combined hours of all types worked by an employee in the selected date range.
  • Vac. Hours: Vacation hours worked by an employee in the selected date range.
Store Totals blocks
  • Days Open: Total number of days the salon was open in the selected date range.
  • Salon Extra Service Amount: Total sales of extra services by the salon in the selected date range.
  • Salon Gift Certificate Discount: Total amount discounted from gift certificates by the salon in the selected date range.
  • Salon Gift Certificate Gross: Total gross sales for gift certificates by the salon in the selected date range.
  • Salon Gift Certificate Net: Total net sales for gift certificates by the salon in the selected date range.
  • Salon Loyalty Card Discount: Total amount discounted from loyalty cards by the salon in the selected date range.
  • Salon Loyalty Card Gross: Total gross sales for loyalty cards by the salon in the selected date range.
  • Salon Loyalty Card Net: Total net sales for loyalty cards by the salon in the selected date range.
  • Salon Product Discounts: Total amount discounted from products by the salon in the selected date range.
  • Salon Product Gross: Total gross sales for products by the salon in the selected date range.
  • Salon Product Net: Total net sales for products by the salon in the selected date range.
  • Salon Product Refunds: Total amount of refunded product sales by the salon in the selected date range.
  • Salon Product Tax: Total amount of taxes collected from product sales by the salon in the selected date range.
  • Salon Request Amt.: Number of total requests for specific staff members for the location(s) in the selected date range.
  • Salon Request Discount: Total amount discounted from request tickets by the salon in the selected date range.
  • Salon Request Gross: Total gross sales for request tickets by the salon in the selected date range.
  • Salon Request Net: Total net sales for request tickets by the salon in the selected date range.
  • Salon SVS Gift Card Discount: Total amount discounted from SVS gift cards by the salon in the selected date range.
  • Salon SVS Gift Card Gross: Total gross sales for SVS gift cards by the salon in the selected date range.
  • Salon SVS Gift Card Net: Total net sales for SVS gift cards by the salon in the selected date range.
  • Salon Service Discounts: Total amount discounted from services by the salon in the selected date range.
  • Salon Service Gross: Total gross sales for services by the salon in the selected date range.
  • Salon Service Net: Total net sales for services by the salon in the selected date range.
  • Salon Service Refunds: Total amount of refunded service sales by the salon in the selected date range.
  • Salon Service Tax: Total amount of taxes collected from services sales by the salon in the selected date range.
  • Salon Service+Retail Ticket Count: Total number of tickets with one or more services and products sold by the salon in the selected date range.
  • Salon Service+Retail Ticket Net: Total net sales of tickets with one or more services and products by the salon in the selected date range.
  • Salon Tax Total: Total taxes collected by the salon in the selected date range.
  • Salon Ticket Count: Total number of tickets sold by the salon in the selected date range.
  • Salon Total Discounts: Total amount of discounted revenue from a salon(s).
  • Salon Total Gross: Total gross sales by the salon in the selected date range.
  • Salon Total Net: Total net sales by the salon in the selected date range.
  • Salon Walk In Discount: Total amount discounted from walk in tickets by the salon in the selected date range.
  • Salon Walk In Gross: Total gross sales of walk in tickets sold by the salon in the selected date range.
  • Salon Walk In Net: Total net sales of walk in tickets sold by the salon in the selected date range.
Closeout Data blocks
  • Cash Computed: Nightly cash sales totals automatically computed by SuperSalon in the selected date range.
  • Cash Deposit: Total nightly cash deposit automatically calculated by SuperSalon in the selected date range.
  • Cash Drop Deposit: Total cash deposited through a sales day using a cash drop in the selected date range.
  • Cash End-Day Count: Total end-day cash totals collected and recorded by salon staff in the selected date range.
  • Cash Mid-Day Count: Total mid-day cash totals collected and recorded by salon staff in the selected date range.
  • Cash Over/Short: Total amount of cash over/short calculated by SuperSalon automatically in the selected date range.
  • Check Computed: Nightly check sales totals automatically computed by SuperSalon in the selected date range.
  • Check Deposit: Total check deposit automatically calculated by SuperSalon in the selected date range.
  • Check Drop Deposit: Total check deposited through a sales day using a check drop in the selected date range.
  • Check End-Day Count: Total end-day check totals collected and recorded by salon staff in the selected date range.
  • Check Mid-Day Count: Total mid-day check totals collected and recorded by salon staff in the selected date range.
  • Check Over/Short: Total amount of check over/short calculated by SuperSalon automatically in the selected date range.
  • Counted Till Deposit: Amount of deposit that is part of the counted till.
  • Course of Treatment Deposit: Amounts of deposit associated with the course of treatment.
  • Credit Computed: Nightly credit card sales totals automatically computed by SuperSalon in the selected date range.
  • Credit Deposit: Total credit deposit automatically calculated by SuperSalon in the selected date range.
  • Credit End-Day Count: Total end-day credit card totals collected and recorded by salon staff in the selected date range.
  • Credit Mid-Day Count: Total mid-day credit card totals collected and recorded by salon staff in the selected date range.
  • Credit Over/Short: Total amount of credit over/short calculated by SuperSalon automatically in the selected date range.
  • Debit Computed: Nightly debit card sales totals automatically computed by SuperSalon in the selected date range.
  • Debit Deposit: Total debit deposit automatically calculated by SuperSalon in the selected date range.
  • Debit End-Day Count: Total end-day debit card totals collected and recorded by salon staff in the selected date range.
  • Debit Mid-Day Count: Total mid-day debit card totals collected and recorded by salon staff in the selected date range.
  • Debit Over/Short: Total amount of debit over/short calculated by SuperSalon automatically in the selected date range.
  • Factor 4 Computed: Nightly Factor 4 gift card sales totals automatically computed by SuperSalon in the selected date range.
  • Factor 4 Deposit: Total Factor 4 gift card deposit automatically calculated by SuperSalon in the selected date range.
  • Factor 4 End-Day Count: Total end-day Factor 4 gift card totals collected and recorded by salon staff in the selected date range.
  • Factor 4 Mid-Day Count: Total mid-day Factor 4 gift card totals collected and recorded by salon staff in the selected date range.
  • Factor 4 Over/Short: Total amount of Factor 4 gift cards over/short calculated by SuperSalon automatically in the selected date range.
  • Gift Cert Computed: Nightly gift certificate sales totals automatically computed by SuperSalon in the selected date range.
  • Gift Cert Deposit: Total gift certificate deposit automatically calculated by SuperSalon in the selected date range.
  • Gift Cert End-Day Count: Total end-day gift certificate totals collected and recorded by salon staff in the selected date range.
  • Gift Cert Mid-Day Count: Total mid-day gift certificate totals collected and recorded by salon staff in the selected date range.
  • Gift Cert Over/Short: Total amount of gift certificates over/short calculated by SuperSalon automatically in the selected date range.
  • Gift Computed: Nightly gift sales totals automatically computed by SuperSalon in the selected date range.
  • Gift Deposit: Total gift deposit automatically calculated by SuperSalon in the selected date range.
  • Gift End-Day Count: Total end-day gift totals collected and recorded by salon staff in the selected date range.
  • Gift Mid-Day Count: Total mid-day gift totals collected and recorded by salon staff in the selected date range.
  • Gift Over/Short: Total amount of gift over/short calculated by SuperSalon automatically in the selected date range.
  • Opening Till Deposit: Amount of revenue to be deposited from the opening till.
  • Payouts Deposit: Amount of deposit(s) coming from payouts.
  • Phone Auth Deposit: Amount of deposit(s) coming from credit card phone authorizations.
  • SVS Gift Card Computed: Nightly SVS gift card sales totals automatically computed by SuperSalon in the selected date range.
  • SVS Gift Card Deposit: Total SVS gift card deposit automatically calculated by SuperSalon in the selected date range.
  • SVS Gift Card End-Day Count: Total end-day SVS gift card totals collected and recorded by salon staff in the selected date range.
  • SVS Gift Card Mid-Day Count: Total mid-day SVS gift card totals collected and recorded by salon staff in the selected date range.
  • SVS Gift Card Over/Short: Total amount of SVS gift card over/short calculated by SuperSalon automatically in the selected date range.
  • Till Shortage Deposit: Amount of deposit added to the till shortage.
  • Total Computed: Total combined payment type sales totals automatically computed by SuperSalon in the selected date range.
  • Total Deposit: Total combined payment type deposit automatically calculated by SuperSalon in the selected date range.
  • Total End-Day Count: Total combined end-day payment type totals collected and recorded by salon staff in the selected date range.
  • Total Mid-Day Count: Total combined mid-day payment type totals collected and recorded by salon staff in the selected date range.
  • Total Over/Short: Total combined over/short calculated by SuperSalon automatically for all payment types in the selected date range.
Service Category Net blocks

Based on salon's service categories!

Service Category Gross blocks

Based on salon's service categories!

Service Category Count blocks

Based on salon's service categories!


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