We’ve created a variety of custom reports you can download and use in Spectra and Stratus Desktop. Preview each report, then download the ones you want. To import a report: click Download and save it to your hard drive, unzip it, then in Spectra or Stratus Desktop go to Reports > Custom Reports > Import Custom Report and select the desired report.
Want everything? Download all custom reports — one zip file containing every custom report on this page.
Referred By Report — If you are using the ‘referred by’ field for your clients, you can get a report of referrals broken down by who referred them, the number of sessions, and sales totals.
Preview · Download · Download SQL version*
Average Sales Per Session — Reports your sales by session type and gives you an average sale per session for each type.
Preview · Download · Download SQL version*
Session Sales List — Lists the total sales for each session and groups session types together.
Preview · Download
Client Sales List — Lists the total sales within a date range for each client.
Preview · Download
Session Sales — Reports the sales for a specific session. Note: this report is generated from the File menu on a specific session, not the Reports menu.
Preview · Download
Clients Without Sessions — Use this report to see clients from a specific client group that don’t have a session booked yet.
Preview · Download · Download SQL version*
Seniors Without Sessions — Use this report to see senior clients that don’t have a session booked yet. Make sure you are recording the high school information in the organization tab on the client’s record.
Download · Mailing labels (Dymo) · Download SQL version*
Customer Deposits Outstanding — Get a list of all your customer deposits that have not been applied to an invoice yet.
Preview · Download · Download SQL version*
Appointment List Report — Get a list of your appointments for a given time period by user.
Preview · Download
Schedule List Report — Get a list of all your appointments and sessions for a given time period by user.
Preview · Download · Download SQL version*
Estimates List Report — Get a list of all of the estimates you have created.
Preview · Download
Sessions On-Hold Report — Get a list of all of the sessions that are ‘on-hold’ and need to be rescheduled.
Preview · Download · Download SQL version*
To-Do List — Get a list of to-do’s by user and due date. See what to-do’s have been completed and what to-do’s still need to get done.
Preview · Download
Price List Profit Analysis — Get a list of all your products and their price, cost, and gross profit margin. This report will print for each price list.
Preview · Download
Wedding Payment List Report — Get a list of all the future wedding payments that are entered on the session wedding tab.
Preview · Download
Dymo Barcode Labels — Use these custom reports to print a client, session, invoice, or production order label from a Dymo printer for use with a barcode scanner.
Download
Session Status Report — Helps you keep track of your sessions to make sure none of your jobs fall behind. It shows all of your current sessions by their status and due date.
Preview · Download · Download SQL version*
Client Status Report — Helps you track your clients and prospects as they move through their different statuses, making sure you don’t fall behind on your client and prospect follow-up. It shows your clients and prospects by status and due date for any status that is due or past due.
Preview · Download
Production Status History Report — Shows you the history of your production order statuses and how long each status has taken to complete, compared to how long each status should take to complete.
Download
* The SQL version of StudioPlus Spectra was available as an upgrade. Only studios running the SQL version of Spectra need the SQL versions of these reports.
