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Types of Reports
Report Category | What it includes | Report Types | ||||||
My Report Runner
| Appointment-based reports that you can build from the ground up and then run whenever you need them | |||||||
Custom Reports
| Business accounts and higher can request custom reports that our team will build to your specifications Note: Each Business account can request 1 complimentary custom report. Any custom report builds needed after that come with a 1 time fee. |
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All Appointments | All appointments (all statuses) for all staff members on the account for time period set in the Date Range field Note: The All Appointments By Staff with Coupon and Paid Date report only includes appointments that have been added to an invoice |
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Open Appointments | All open appointments for all staff members on the account for time period set in date range fields |
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Completed Appointments | All completed appointments for all staff members on the account for the time period set in date range fields |
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Cancelled Appointments | All cancelled appointments for all staff members on the account for the time period set in date range fields |
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No Show Appointments | All appointments that have been marked as no show for all staff members on your account for the time period you define |
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Class Reports | The Class Summary report gives high level details of all of your classes' schedules during a given time range The Class Attendees report gives a print out of all attendees on a class by class basis during a given time range |
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Wait List Reports | All clients currently placed in wait list |
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Clients by Service & Class | All clients and the number of times they have booked appointments for a specific service or class |
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Location Based Reports | All appointments listed by location for the time period set in date range fields |
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Staff Reports | Show staff member name, e-mail, username, security role, created by, date created, and whether each staff member is currently active for period set in date range fields |
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Service & Class Reports | All reasons on your account |
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Invoices | All invoices that you have entered or clients have paid on your account |
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Coupon Reports | All appointments where a coupon has been applied for the time period set in the date range |
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Client Reports | All clients added to your account |
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Service Availability | All working hours and availability that has been set by staff members in the Service Availability section of their profile |
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Repeating Appointments | All appointments (all statuses) that are part of a repeating appointment series |
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Email Reports | Email and text message activity for both clients and staff |
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Booking Site Reports | All booking sites on your account along with information on the staff, locations, and reasons offered on those sites |
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