Reports

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 My Completed 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 Open Appointments by Staff Open Appointments by Location	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 Completed Appointments by Staff	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 Cancelled Appointments by Staff	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
8	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)
9	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