Who it is for: Specialist
Before you start: Workspace access. Check the selected client, dates and current records before starting.
A real app screen. The names, amounts and notes in it are invented. Shown in English; Ukrainian and Russian are also available.
What to do
- 01
Open Reports and choose the period. Review the payment and session summary.
How did the month go, and what do I still owe clients? · 1 - 02
Explore the chart and heatmap: which days and hours were busy, and where was time available?
How did the month go, and what do I still owe clients? · 2 - 03
Review outcomes and obligations. If something does not match, revisit unclosed sessions and client history.
How did the month go, and what do I still owe clients? · 3
Check the result
The selected dates are correct, and metrics can be traced to client sessions and transactions.
If things go differently
If data is missing, check the period, unclosed sessions and payment records. When the AI quota is exhausted, use cards and the schedule; retry a failed request.
Keep in mind
Reports reflect entered records. Recorded payments and the value of completed sessions are different metrics.