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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 business accounts only: Any business 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 | No Show Appointments | Gives a list of 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 Date No Show Appointments by Staff | Date; Start Time; End Time; Staff; Location; Client; Reason; Note |
| 6 | Invoices | Gives a list of all invoices (check, cash, or MerchantWarehouse Credit Card) that you have entered or clients have paid on your account | Invoice List | Invoice Date; Service/Appointment Date; Client; Total; Paid; Due; Payment Method; Payment Status; Invoice Status |
| 7 | Classes | 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 attendees on a class by class basis during a given time range | All Class Summary All Class Attendees | Class summary: Date; Time; Class; Location; Staff; Seats filled; Capacity Class attendees: Client Name; Email; Home Phone; Mobile Phone; Date Created; Status; Notes |
58 | 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) |
69 | 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 |