This feature is currently in Beta, meaning it is actively being tested and refined before a full release. It is not available to all organizations. Access is limited to clubs in CourtReserve's Early Access Groups. To request access, contact our Customer Support team via live chat or email.

Introduction

Feature Summary: The Reports page is a catalog of every Pro Shop report, grouped into point of sale, demo, and stringing reports. System users can search the catalog, favorite the reports they use most so they’re pinned to the top, and open any report to filter it and download the results.

Use Cases:

Review sales, stock, and tax for your pro shop
See how many demo orders turn into racquet purchases
Track demo revenue by rental charges, late fees, and unreturned racquets
Find which brands and models are demoed most
Review stringing volume and revenue by brand, string, staff member, or player

Overview

Reports are grouped into three sections:

Group	What it measures	Reports
POS reports	Sales, stock, and tax	Item Sales, Category Sales, Inventory Valuation, Sales Tax, Payment Summary, Reorder Stock, Stock Adjustments, and EOD Report
Demo reports	Demand and revenue	Overview, Demo Order Brands, Demo Order Models, and Demo Order Revenue
Stringing reports	Bench throughput and revenue	Stringing Order Brands, Stringing Order Models, Stringing Order String Models, Stringing Order Staff Counts, Stringing Order Revenue, Stringing Order Player Racquet Counts (listed as Customer Racquet Counts in the catalog), and String Order Detailed Ledger

Note: Stringing reports appear for clubs using the new Pro Shop stringing, and for clubs that have turned stringing off but have past stringing jobs.

Prerequisites

The reports you see depend on your access:

POS reports - Admins, and Sub-Admins with Can Manage Point of Sale. Sales Tax shows only for Admins and Sub-Admins with Transactions Access, Can Process Payments, or Initiate POS. Other Sub-Admins don’t see it. Sub-Admins without access to all transactions only see their own payments for one day on Payment Summary and EOD Report.
Demo reports and Stringing reports - Admins only.

Each group only appears if your club uses that feature.

Navigation

From the admin panel, click Pro Shop in the left-hand navigation.
In the Pro Shop sidebar, click Reports.

Report Catalog

The Reports page lists every Pro Shop report, with a one-line description of what each covers. Demo and stringing reports are listed by short names under their group (for example: Order Brands).

Search reports - Search reports by name or description.
All reports, POS, Demos, and Stringing - Filter the catalog by group. The total number of reports shows next to the filters.

To open a report, click its row. Reports you’ve run show when you last ran them (for example: “Ran 1 minute ago”). Sales Tax doesn’t show this.

Favorite Reports

To favorite a report, click the star next to it. Your favorited reports appear in a Favorites section at the top of the catalog, so you can find them quickly. Favorites are just for you. They also still appear in their own group. To remove a report from Favorites, click its star again.

Point of Sale Reports

The POS reports group covers your shop's sales, stock, and tax.

Report	What It Shows
Item Sales	What sold, in what quantity, and for how much, with discounts, taxes, net sales, cost, and profit for each item and variation
Category Sales	The same sales rolled up by item category, grouped by revenue category
Inventory Valuation	What the stock on hand is worth today, at cost and at retail. Leaves out items that don’t track stock, are discontinued, or have no cost.
Sales Tax	Tax collected over a period, for filing. Opens the Sales Summary report, which covers all of your club’s revenue, not only Pro Shop.
Payment Summary	The money you collected, by payment type. Click an amount to see its transactions.
Reorder Stock	Items at or below their Stock On-Hand Alert, with how many are on hand
Stock Adjustments	Every change to your stock, with the item, action type, quantity, staff member, and date
EOD Report	The money collected for a day, by payment type, with cash and check, other tender, and online payment subtotals. You can print it, save it as a PDF, or export it to Excel.

Note: Payment Summary, Reorder Stock, Stock Adjustments, and EOD Report don’t show results until you choose your filters and click Run Report.

Demo Reports

The Demo reports group covers demo demand and revenue.

Report	What It Shows
Overview	Demo activity, order status, and racquet inventory at a glance for the selected date range.
Demo Order Brands	Each brand, with its Demo Count (how many times its racquets were checked out) and Purchase Count. Expand a brand to see the players who demoed it. Players who bought one show a Purchased tag.
Demo Order Models	Each brand and model, with its Demo Count and Purchase Count. Expand a model to see the players who demoed it.
Demo Order Revenue	Demo revenue by Category: Rental Charges, Late Fee Charges, Unreturned Charges, and Total Revenue (fees paid). Refunds aren’t reported yet: the refund rows show $0.00 and Total Revenue doesn’t subtract refunds.

Each demo and stringing report has a Report list to switch reports, a Range (Last 7 days, Last 30 days, Last 90 days, or Last 12 months, the default), Start Date and End Date, and Download for an Excel file.

Note: Demo reports filter by the date an order was created, not the date it was returned or purchased.

Stringing Reports

The Stringing reports group covers stringing throughput and revenue.

Stringing reports have the same Report, Range, date, and Download controls as demo reports. Stringing Order Staff Counts and Stringing Order Player Racquet Counts filter by the date a job was completed. The others filter by the date a job was created.

Report	What It Shows
Stringing Order Brands	Each racquet brand, with how many racquets were strung and their order totals. Expand a brand to see its players.
Stringing Order Models	Each brand and racquet model, with how many racquets were strung and their order totals. Expand a model to see its players.
Stringing Order String Models	Each brand and string model, with the number of racquets strung and order totals. Expand a string to see its players.
Stringing Order Staff Counts	Each stringer, with the completed jobs they worked on, racquets strung, and custom add-ons. Expand a stringer to see their jobs.
Stringing Order Revenue	Total Charges, Total Refunds, Total Tax, Total Revenue, and Total Collected
Stringing Order Player Racquet Counts (listed as Customer Racquet Counts in the catalog)	Each player, with their total racquets strung. Expand a player to see their orders.
String Order Detailed Ledger	One row per racquet strung, with the order number and date; the player; the brand, racquet model, and string model; tension, pre-stretch, dynamic tension, and notes; the completed date and stringer; the racquet total; and the player’s email and phone. The download also includes the racquet description, string pattern, and order total.

Beta Status: Pro Shop: Reports