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:


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.