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The reports menu provides you with in depth look at appointment details by creating reports that matter to your business.

Select the staff members, locations or customers you would like to see and choose a date range for your appointment report. 



Types of reports

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Report Name

What it Shows

How can it be

generated

1All Appointments

All appointments (all statuses) for all staff members on the account for time period set in date range fields

Note: The "All Appointments By Staff with Coupon and Paid Date" report only pulls up appointments that have been added to an invoice

  • by Client
  • Date
  • by Staff with Coupon and Paid Date
  • Mini Website Stats
2

Open Appointments

All open appointments for all staff members on the account for time period set in date range fields
  • Date/Time
  • Date
  • Staff
  • Location
  • Location/Date
  • Custom Fields
  • Created Date
  • w/ Personal Reasons
  • My Appointments
3Completed AppointmentsAll completed appointments for all staff members on the account for the time period set in date range fields
  • Date
  • Staff
  • Location
4Cancelled AppointmentsAll cancelled appointments for all staff members on the account for the time period set in date range fields
  • Date
  • Staff
5No Show AppointmentsAll appointments that have been marked as no show for all staff members on your account for the time period you define
  • Date
  • Staff
6Class 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

  • Class Summary
  • Class Attendees
  • Attendee List by Class Type and Date
7Wait List ReportsAll clients currently placed in wait list
  • Location
  • Service
  • Open Status
  • All Statuses
  • Appointments made by Waitlist
8Clients by ServiceAll your clients and the number of times they have booked appointments for a specific service or class
  • Client
  • Staff
  • Service Count
9Location Based ReportsAll appointments listed by location for the time period set in date range fields
  • Open Reports by Date
  • Wait List
  • Open Reports by date with price and custom fields
11Staff ReportsShow 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
  • Staff Creation Log
  • Non-Cancelled Appointment Count by Staff & Service
12InvoicesAll invoices that you have entered or clients have paid on your account
  • Invoice Report
  • Invoice Item Report
  • Total Hours and Revenue by Reason
13Coupon ReportsAll appointments where a coupon has been applied for the time period set in the date range
  • Open appts w/Coupon
  • Class Attendees w/Coupon
  • Coupon by Clients
  • Open appts w/ coupons only
12Client ReportsAll customer added
  • Client List
  • Client List by Location
  • Client Packages with Appointment Counts
  • All Clients with Open Packages



How to generate a report

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To generate a report, first go to the Dashboard Menu: 


Once in the Dashboard screen, select the report you would like to run. Define the date range, type, and format in which you like to see this report. After you've chosen the parameter for your report click Generate or Download:


If you selected PDF as the format for your report  then the report will report in this format within the Dashboard, you also have the option to download this PDF report if you click Download:


If you selected XLS as the format for your report then the can only be downloaded. Clicking generate will automatically download this report.


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