Click the Report you're investigating within the Table of Contents on the right.
⚠️ Please note: Terms for Appointment, Service, Staff Member, etc. may be different within your account's configuration.
⏰ Time Clock Report
Click here to learn more
Click here to learn more
📝 Overview
This report allows Headquarters and Location Administrators to create a list of time clock entries for a specified date range, view time clock entries for a specific user, all users, or by Staff Member Type, and view the total work time for daily, weekly, or monthly Staff Member hours. The Time Clock Report is automatically enabled after activating the Time Clock plugin from the Appointments Marketplace.
🛠️ Running the Time Clock Report
Learn how to navigate to and generate the Time Clock Report within the system.
Click here to learn more about Running the Time Clock Report
Click here to learn more about Running the Time Clock Report
Click Time Clock tab.
Select Time Clock Reports on the left.
Select the Location(s), determine the Date Range, select the Staff Member(s) and their Type.
Select at least one option from the Include in Report section. This determines which data fields appear in your report.
Available options include:
Location
Staff Member Name
Staff Member Type
Time In
Time Out
Subtotal Time
Select one of the following sorting options. This controls how the data is organized in the report output.
Location
Staff Member (Last Name)
Date
Staff Member Type
Choose the format in which you would like the report generated.
HTML
The HTML view opens the report in a new browser tab.
Excel
The Excel view downloads an XLS file containing the same raw data as the HTML report, excluding View and Print options.
Click Run Report.
👥 Staff Member Summary Report
Click here to learn more
Click here to learn more
📝 Overview
The Staff Member Summary Report allows Headquarter and Location Administrators to view details on Staff Member's Appointments within a given date range. When the Report is generated, the Total Appointments, Total Customers, and Average Visits per Customer for the Staff Member(s) and Location(s) that are selected are displayed in a separate browser or within an Excel Spreadsheet.
🛠️ Running the Staff Member Summary Report
Learn how to navigate to and generate the Staff Member Summary Report within the system.
Click here to learn more about Running the Staff Member Summary Report
Click here to learn more about Running the Staff Member Summary Report
Click the Reports tab.
Click on Staff Member Summary Report on the left.
Select the Location(s) to be included in report. (Optional)
Set the date range for the Appointments to be included in report. This will default to today's date.
Select the Service(s) and Staff Member(s) that apply to this report. (Optional)
Select the Appointment Status Type that applies. (Optional)
Select a View Option.
HTML
The HTML view opens the report in a new browser tab.
Excel
The Excel view downloads an XLS file containing the same raw data as the HTML report, excluding View and Print options.
Click Run Report.
🧠 Example:
