Holistic Report
See the combined financial picture across multiple paid businesses, without switching between locations one by one.
On This Page
When you run more than one business, checking reports one location at a time can get tiring fast.
One store may look healthy on its own, while another is quietly dragging down the group. Holistic Report helps owners see the bigger picture in one place.
What You Can Use It For
📊 Use Holistic Report when you want to answer questions like:
- How much did all businesses sell this month?
- Which business brings in the most paid sales?
- Are purchases or expenses rising across the group?
- Which location needs attention before month-end?
It is especially useful for monthly owner reviews, partner updates, and quick checks before you make business decisions.
Who Can Use It
Holistic Report is built for owners who manage multiple subscribed businesses.
| Requirement | What It Means |
|---|---|
| Owner access | You must be the owner of the businesses |
| At least 2 paid businesses | Free businesses are not included |
| Same currency | Kelola only combines businesses using the same currency |
| Active subscription | Included businesses must have active subscriptions |
⚠️ Kelola does not combine businesses with different currencies, because the totals would be misleading without currency conversion.
If you do not meet the requirements yet, Kelola will show a message explaining what is missing.
Open the Report
On web:
- Go to web.kelola.co
- Open the business selection page
- Click Holistic Report
- Choose the reporting period
- Review the combined summary and the breakdown by business
The mobile app may also show a Holistic Report entry when your account is eligible.
How to Read It
Start with the combined summary. This tells you how the group is doing overall:
- Sales
- Paid sales
- Purchases
- Expenses
- Profit
Then look at the business breakdown. This is where the report becomes practical.
You may notice patterns like:
- One location sells a lot but collects payment slowly
- Purchases are rising faster than sales
- Expenses are concentrated in one business
- A smaller branch is more profitable than expected
💡 Treat this report like a monthly owner check-in. It helps you decide where to look next, not just what to send to accounting.
Download to Excel
For bookkeeping or deeper review:
- Open Holistic Report
- Set the date range
- Click Download
- Kelola downloads the report as an Excel file
📁 The Excel file is useful for monthly reporting, owner meetings, accountant review, or sharing numbers with partners.
If a Business Looks Missing
Check whether:
- You are the owner of that business
- The business has an active paid subscription
- The business uses the same currency as the other businesses
If your businesses use different currencies, review them separately from each business workspace.
FAQ
Q: Can staff view Holistic Report?
A: Holistic Report is designed for owners managing multiple paid businesses.
Q: Are free businesses included?
A: No. The report only includes subscribed businesses.
Q: Can I combine businesses with different currencies?
A: No. All included businesses must use the same currency.
Q: Can I export Holistic Report?
A: Yes. Use Download to export the selected period to Excel.
