What are reports?
The reports available in checkAppointments can be downloaded and printed in either Excel or PDF format. Reports differ from Lists in that Lists are in-app data that can be clicked through whereas Reports are static data that can be saved locally. Reports are generated based on a Start and End date. In certain types of reports you can choose which way to run it (described in the How Report can be generated column in table below) in order to display information in alternate ways.
Types of Reports
The table below describes the 6 types of general reports that can be pulled from the checkAppointments application.
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 |