Product Update

Your reports,
now with trend lines.

Your money reports now open with summary cards, and Payment History, Expenses and Tips show how each total is trending month to month. Every report got a cleaner look. It is live in your account now under Sales, Reporting.

The Payment History report with summary cards for collected, tips, payments and upcoming bookings, with a trend line under the first three, and filter chips above

The totals sit at the top

The big reports open with summary cards. They follow your filters, so narrow the dates or the service and the cards change with it.

✓ Payment History: collected, tips, payments and upcoming bookings, with trend lines

✓ Bookings Report: bookings, total, collected and outstanding

✓ Outstanding Balances: balance due, past due and collected

✓ Scheduled Payments: still due, due in the next 30 days, and set to auto pay

✓ Expenses and Tips: totals and counts, with trend lines

✓ Sales Tax: tax collected, taxable sales and exempt sales

✓ Minis: booked revenue, fill rate and conversion

✓ Staff Check-ins: hours, shifts, and who is checked in right now

On every report

See your filters at a glance

Active filters and your sort show as chips above the results. Click the x on a chip to clear it.

Easier to read

Money lines up on the right and a labeled totals row closes out the results. Download, Save and Settings sit in the report header.

Email Event History is a full report

Opens, clicks, deliveries and bounces now live under Reports. Save it, download it, and pick your columns like any other report.

We also fixed duplicate rows and date filters on Package Details, and a few sorts that did not match their columns.

Also new

✓ Follow-ups in your morning email. Leads and proposals due today or past due now show in the Check Cherry Daily email.

✓ Choose the packages your lead form offers. In the lead form designer, the package question can list the exact services, groups or packages you pick, private ones included.

✓ More from Create New. Add Blockout Dates, Staff Time Off and Expenses right from the Create New menu.

Missed the holiday corporate webinar?

Watch the Holiday Corporate Season webinar recording

How to book, deliver and rebook holiday parties this season.

Watch the recording

Want a number on a report that is not there yet? Sign in and chat with us.

Judd and Matt
Co-founders, Check Cherry

Instagram · TikTok · YouTube · Facebook

This email was sent to *|EMAIL|*

*|LIST:COMPANY|* · *|LIST:ADDRESS|*

Your reports, now with trend lines.