Dashboard

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 selected report. 




Types of reports


Report Name

What it Shows

How can it be

generated

1Open AppointmentsAll open appointments for all staff members on the account for time period set in date range field
  • Date
  • Date/Staff
  • Staff
  • Location
  • Location/Date
  • Custom Fields
  • Created Date
  • w/ Personal Reasons
2Completed AppointmentsAll completed appointments for all staff members on the account for the time period set in date range field
  • Date
  • Staff
3Cancelled AppointmentsAll cancelled appointments for all staff members on the account for the time period set in date range field
  • Date
  • Staff
4No 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
5Class 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
6Wait List ReportsAll clients currently placed in wait list
  • Location
  • Service
7Clients by ServiceAll your clients and the number of times they have booked appointments for a specific service or class
  • Client
  • Staff
  • Service Count
8Location Based ReportsAll appointments listed by location for the time period set in date range field
  • Open Reports by Date
  • Wait List
9InvoicesAll invoices that you have entered or clients have paid on your account
  • Invoice Report
  • Invoice Item Report
10Coupon ReportsAll 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
11Client ReportsAll customers added
  • Client List
  • Client List by Location




How to generate a report

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 parameneter 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 it can only be downloaded. Clicking generate will automatically download the report.