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Report Name | Description | How Report can be generated | Columns Included in Report | |
1 | My Appointments | Gives list of appointments for just the staff member who is logged and running the report, not for all staff | My Open Appointments | Date; Start Time; End Time; Location; Client; Reason; Note |
| 2 | Custom Reports | This is for premium accounts only: Any premium account holders can give us direction on a report they want to run regularly with column titles and info and we will store it here in their account | Any report format you give us | Whatever column titles you need |
2 | Open Appointments | Gives list of all open appointments for all staff members on the account for time period set in date range fields | Open Appointments by Date | Date; Start Time; End Time; Staff; Location; Client Name; Phone; Address; Reason; Note |
3 | Completed Appointments | Gives list of all completed appointments for all staff members on the account for the time period set in date range fields | Completed Appointments by Date | Date; Start Time; End Time; Staff; Location; Client Name; Email; Reason; Note |
4 | Cancelled Appointments | Gives list of all cancelled appointments for all staff members on the account for the time period set in date range fields | Cancelled Appointments by Date | Date; Start Time; End Time; Staff; Location; Client Name; Reason; Note |
5 | Client/Service | Gives list of clients, type of service they book for, and number of times they have booked for that service | Services by Client | Client Name; Service; Count (# of times service booked by client) |
6 | Client List | Gives a full list of clients for the entire account | Client List | Client Name; Company Name; Address; City; Email; Home Phone; Mobile Phone |