Reports
- Natalie Barton (Unlicensed)
The reports menu provides you with in depth look at appointment details by creating reports that matter to your business using various criteria. Simply select the base report, date range and type - then choose whether to simply view as a PDF or export it. Below is a table of the types of reports you can pull.
| Report Name | What it Shows | How it Can be Generated | |
|---|---|---|---|
| 1 | Open Appointments | All open appointments for all staff members on the account for time period set in date range fields. |
|
| 2 | Custom Reports | Any custom requested reports will show up here. Nationwide users do not have custom reports, this section can be disregarded. | N/A |
| 3 | Completed Appointments | All completed appointments for all staff members on the account for the time period set in date range fields. |
|
| 4 | Cancelled Appointments | All cancelled appointments for all staff members on the account for the time period set in date range fields. |
|
| 5 | 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. |
|
| 6 | 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. |
|
| 7 | Wait List Reports | All clients currently placed in wait list. |
|
| 8 | Clients by Service | All your clients and the number of times they have booked appointments for a specific service or class. |
|
| 9 | Location Based Reports | All appointments listed by location for the time period set in date range fields. |
|
| 10 | Coupon Reports | All appointments where a coupon has been applied for the time period set in the date range. |
|
11 | Client Reports | All customers added. |
|
| 12 | Nationwide | Reports made specifically for Nationwide - options are Working Hours, Vanity URL's (Custom Booking Sites) and Clients by Location. | N/A |
Regardless of what report you decide to generate, you would do so the same way. See the steps below -
First, go to dashboard > reports:
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 or XLSX as the format for your report then the report can only be downloaded. Clicking generate will automatically download this report.
