Reports

The Reports page of the Dashboard menu allows you to view and export important information related to your appointments, clients, staff, invoicing, and more.

Included in this help doc:

1 Types of Reports
2 How to generate a report

Types of Reports

Report Category	What it includes	Report Types
My Report Runner BUSINESS PLAN FEATURE	Appointment-based reports that you can build from the ground up and then run whenever you need them
Custom Reports BUSINESS PLAN FEATURE	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.	To request a custom report, email support@timetap.com with a list of ALL information that you would like included in that report, along with an example Excel file of how that report should be formatted
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	Service Booking Totals Mini Website Stats Appointments by Date Appointment (Open, Completed) Total Hours by Location and Month All Appointments Created by Client All Appointments By Staff with Coupon and Paid Date (invoiced appts only)
Open Appointments	All open appointments for all staff members on the account for time period set in date range fields	Open Reports w/custom fields Open Reports incl Personal Reasons Open Reports by Staff Open Reports by Location/Date Open Reports by Location Open Reports by Date/Time Open Reports by Date Open Reports by Created Date My Appointments
Completed Appointments	All completed appointments for all staff members on the account for the time period set in date range fields	Completed Appointments by Staff Completed Appointments by Location Completed Appointments by Date
Cancelled Appointments	All cancelled appointments for all staff members on the account for the time period set in date range fields	Cancelled Appointments by Staff Cancelled Appointments by Day
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	No Show Appointments by Staff No Show Appointments by Day
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	Attendee List by Class Type and Date All Class Summary All Class Attendees
Wait List Reports	All clients currently placed in wait list	Wait List - Open Status Wait List by Service Wait List by Location Wait List - All Statuses Appointments made by Waitlist
Clients by Service & Class	All clients and the number of times they have booked appointments for a specific service or class	Service count Services by Staff Services by Client with Price Services by Client
Location Based Reports	All appointments listed by location for the time period set in date range fields	Wait List Open Reports by date w/ price & custom fields Open Reports by Date
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	Staff Creation Log Non-Cancelled Appointment Count by Staff & Service Active Staff List
Service & Class Reports	All reasons on your account	Reason Groups for Reasons
Invoices	All invoices that you have entered or clients have paid on your account	Total Hours and Revenue by Reason Invoice Report Invoice Item Report
Coupon Reports	All appointments where a coupon has been applied for the time period set in the date range	Open appts w/coupons only Open appts w/Coupon Coupon by Client Appointments Class Attendees w/Coupon
Client Reports	All clients added to your account	Open Packages by Client with Appointment Counts by Date Range Invitation Campaign Activity Client Packages with Appointment Counts Client List by Location Client List Client Creation by Month All Clients with Open Packages
Service Availability	All working hours and availability that has been set by staff members in the Service Availability section of their profile	Working Hours by Staff between Date Range Working Hours by Location between Date Range Working Hours between Date Range Hours Available vs hours Booked by Staff All Upcoming Working Hours by Staff All Upcoming Working Hours by Location All Upcoming Working Hours
Repeating Appointments	All appointments (all statuses) that are part of a repeating appointment series	All Repeating Appointments
Email Reports	Email and text message activity for both clients and staff	Text Message Activity for Appointments - Clients Only Email Activity for Appointments - Clients Only Email Activity for Appointments - Clients and Staff All Email Activity - Clients and Staff
Booking Site Reports	All booking sites on your account along with information on the staff, locations, and reasons offered on those sites	Staff, Locations and Reasons assigned to Booking Site

How to generate a report

To generate a report, go to Dashboard > Reports:

Once on the Reports page, select the report category you would like to run. Then define the Date Range, Type, and Format in which you like to see this report. After you've chosen those parameters, select Generate or Download.

If you selected PDF as the Format for your report, then Generate will preview the report directly on the page below. You also have the option to download the PDF file for this report by selecting Download.

If you selected XLS or XLSX as the Format for your report, then the report can only be downloaded. Selecting Generate will automatically download this report.