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Reporting Dashboard

Reporting Dashboard

Mar 02, 2017

The Dashboard 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

 

Report Name

What it Shows

How can it be

generated

1

Open Appointments

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

  • Date

  • Date/Staff

  • Staff

  • Location

  • Location/Date

  • Custom Fields

  • Created Date

  • w/ Personal Reasons

2

Completed Appointments

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

  • Date

  • Staff

3

Cancelled Appointments

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

  • Date

  • Staff

4

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

  • Date

  • Staff

5

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

  • Class Summary

  • Class Attendees

6

Wait List Reports

All clients currently placed in wait list

  • Location

  • Service

7

Clients by Service

All your clients and the number of times they have booked appointmets for a specific service or class

  • Client

  • Staff

  • Service Count

8

Location Based Reports

All appointments listed by location for the time period set in date raneg fields

  • Open Reports by Date

  • Wait List

9

Invoices

All invoices that you have entered or clients have paid on your account

  • Invoice Report

  • Invoice Item Report

10

Coupon Reports

All appointments where a coupon has been applied for the time period set in the date range

  • Oppen appts w/Coupon

  • Class Attendees w/Coupon

  • Coupon by Clients

11

Client Reports

All customer added

  • Client List

  • Client List by Location

 

 

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.