What You Can See

📅 Daily Performance Overview

For any selected day or date range:

• Total bookings
• Total revenue (including bundles)
• Total service duration
• New customers

Everything calculated automatically.

🔍 Smart Filters

Filter reports by:

• Date range
• Service
• Agent
• Location

View exactly what you need — per employee, per service, or per branch.

📊 Summary Totals

When selecting a period (e.g. 1–30 March), you also get:

• Aggregated total bookings
• Aggregated total revenue
• Total working time
• Total new customers

Perfect for weekly and monthly closing reports.

🔐 Access Control & Security

Role-Based Access

Access to Daily Reports is controlled via:

LatePoint → Settings → Roles

Enable the capability:

“Daily Reports”

Only selected roles can open the reports page.

Optional Password Protection

Admins can set an extra password:

Settings → Daily Reports

• Users with access must enter the password
• Password stays valid for 24 hours
• Leave it empty to disable password protection

This adds an extra layer of financial privacy.

How to Use

1️⃣ (Optional) Set a Password

Go to:

Settings → Daily Reports

Enter a password and click Save Password.

Leave empty if you don’t want password protection.

2️⃣ Grant Role Access

Go to:

LatePoint → Settings → Roles

Enable Daily Reports for the roles that should access it.

3️⃣ View Reports

Go to:

LatePoint → Daily Reports

Select date range and filters → Click Apply → View results instantly.

Why You Need This

• Daily financial closing
• Staff performance tracking
• Branch comparison
• Quick accounting overview
• Clear visibility of new customer growth

No spreadsheets. No exports. No manual calculations.