📥 How to Download Reports from Fresha for Xero Payroll Processing

✅ Reports Needed:

  1. Sales Summary – Services

  2. Sales Summary – Products

  3. Working Hours Summary

  4. Tips Summary

🔐 Step 1: Log into Fresha

  • Go to Fresha

  • Enter your login details.

📊 Step 2: Access Favourite Reports

  • In the left sidebar, click Reports.

  • Then click on Favourites to find your saved reports:

    • Sales Summary

    • Working Hours Summary

    • Tips Summary

🧾 Step 3: Download the Sales Summary – Services Report

  1. Click Sales Summary.

  2. At the top, click the ‘Type’ dropdown → select Team Member.

  3. Click the ‘Month to date’ dropdown → select Last Week.

  4. Click Filters → a panel will slide out.

    • Under Locations, select the relevant locations.

    • Under Team Member, select the relevant staff.

    • Under Type, select Services.

    • Click Apply.

  2. Click Options (top-right) → select CSV or PDF to download.

✅ You have now downloaded the Services Report.

💼 Step 4: Download the Sales Summary – Products Report

  1. Still in the Sales Summary report:

  2. In Filters again.

    • Under Type, deselect Services, and select Products instead.

    • Click Apply.

  3. Click Options (top right) → select CSV or PDF to download.

✅ You have now downloaded the Product Sales Report.

⏱ Step 5: Download the Working Hours Summary Report

  1. Click Back to return to the Favourites reports menu.

  2. Click Working Hours Summary.

  3. Set the date range:

      • Click the ‘Month to date’ dropdown → select Last Week.

  5. Click Filters → a panel will slide out.

      • Under Locations, select the relevant locations.

      • Under Team Member, select the relevant staff.

      • Click Apply.

4. Click Options (top right) → select CSV or PDF to download.

✅ You have now downloaded the Hours Report.

💰 Step 6: Download the Tips Summary Report

  1. Click Back to return to Favourites.

  2. Click Tips Summary.

  3. Set the date range:

    • Click the ‘Month to date’ dropdown → select Last Week.

  4. Click Filters → select the relevant Team Members → click Apply.

  5. Click Filters → a panel will slide out.

    • Under Locations, select the relevant locations.

    • Under Team Member, select the relevant staff.

    • Click Apply.

  2. Click Options (top right) → select CSV or PDF to download.

✅ You have now downloaded the Tips Report.

📌 Final Note:

Now that you have all 4 CSV or PDF reports, you can begin entering or importing the relevant data into Xero to process payroll, commissions, hours worked, product sales, and tips for each team member.