Click the Reports tab.

Select Appointment Report on the left.

View Appointment details based on a specific Location or all Locations. (Optional)

Report on up to one year of Appointment data based on either Appointment Date or Created Date.

Select Appointment Types you'd like included in the Appointment Report. (Optional)

Select a specific Staff Member or Service from drop-down lists to limit results. (Optional)

Select Staff Member Types you'd like included in the Appointment Report. (Optional)

Select specific Customers to limit results. (Optional)

Select one or more Appointment Status types. (Optional)

Select Created By to filter Appointments on created by a certain Staff Member or via Customer View. (Optional)

Customer details can also be included, with the exception of Customer credit card information. If your Terms for these specific fields have been altered, that name will appear within this section of the Appointment Report.

Select the Total number of Appointments, Cost or Duration to show in the Appointment Report for additional information. (Optional)

Select your View Option.

Click Run Report.

Once you've configured the Appointment Report fields to show in report, enter a Report Name at the bottom the report.

Click Save and Run Report.

Select a saved report from the dropdown at the top of the page.

Adjust the date range as needed.

Click Run Report.

Select an existing Saved Report or create a new one.

Check the Schedule box at the bottom of the page.

Choose Daily or Weekly delivery.

Select the delivery time and day.

Enter the recipient’s email address.

Click Save and Schedule Report.

Click Reports tab.

Click Customer Reports on the left.

In the Filter section, customize the Location(s), Customer Type, Customer Statuses, Genders, Cities, Heard Via, and Birthdates to be included in the report. (Optional)

Customize the Customers Sign up Dates and contact permissions to be included in the report.

In the Include in Report section, select the Customer fields you want displayed in the Report. If these options are left blank, the report will be blank.

Use Total By to display a total count of Customers at the bottom of the report. (Optional)

Select an option from the Sort By dropdown to control how results are ordered. (Optional)

At the bottom of the report, select one of the following View Options.

Click Run Report.

Click Reports tab.

Click Appointment Audit Trail Report on the left.

Select the Location(s) to include. (Optional)

Set the Date Range: Appointment scheduled date or Appointment creation date.

Select specific Customers to include. (Optional)

At the bottom of the report, select one of the following Format Options.

Click Run Report.

Click on the Reports tab.

Select the Customer Loyalty Reports on the left.

Select the Location(s) to be included in the Report. (Optional)

Enter a date range (up to 1 calendar year) for the Appointments.

You may specify the Service, Staff Member, and Customer Type to be included in the Report. (Optional)

Select specific Appointment Statuses to be included in the Report. (Optional)

Enter a number in the Customers With Appointments or More field.

Select from several fields to be included in Report. From Location, Customer Name, Address, Phone Number, Email, Appointment Status and the Number of Appointments booked. If these options are left blank, the report will be blank.

You have the option to sort the report by Location, Name, City, State and Zip Code. (Optional)

At the bottom of the report, select the View Option.

Click Run Report.
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Click on the Reports tab.

Select the Open Slots Report on the left.

Select the Location(s) you would like to view appointments for. (Optional)

Select the Appointment Dates you would like to view. The date range defaults to the current date.

Select a specific Staff Member (Schedule). (Optional)

Check the option to Include Staff Members Without Slots if you need to see schedules that do not have time slots created.

Select an Appointment Status to filter the report by a specific status. (Optional)

Choose a View Option.

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Click Run Report.

Click the Reports tab.

Select Appointment Exception Report on the left.

Select a location from the Select Location drop-down. (Optional)

Choose the Appointment Dates.

Click Run Report. The report will automatically open in a new browser window.

Click on the Reports tab.

Select the Appointment Analytics Report on the left.

Select the Statistic type you would like to view.

Select a Location from the drop-down list. (Optional)

Choose an option from the Services to Include drop-down. (Optional)

Select a Start Date.

Choose an option from the Start Week On drop-down.

Select a Period (Day, Week, or Month).

Enter the number of Periods to Show.

Select the Statuses to Include.

Use the checkboxes to adjust what options to Include Stats On.

Click Show Statistics.

Click on the Reports tab.

Select the Statistics Reports on the left.

Start with the Select Location dropdown to view data for a specific location or all locations. (Optional)

Use the Appointment Dates or Signup Dates section to select a date range. This will default to the current date.

Choose one of the predefined report types from the Include in Report section.

Click the Run Report.

Click the Reports tab.

Select the Appointment Sheets Report on the left.

Select the Location you would like to view appointments for. The Location drop-down will default to the location you were in when you first clicked the Reports tab. (Optional)

Select the Appointment Dates you would like to view. The date range will always default to the current date.

Choose the Additional Information fields you would like to include in the report. You may include:

• Company (Employer)

• Phone Numbers (Daytime, Evening, & Cell)

• Birth Date

• Service

• Account Number (Account)

• Notes from Customer (Special Instructions from/for Customer)

(Optional) Add up to 4 Additional Blank Columns by entering:

Choose a Row Height to determine the size of the rows in your report. Selecting Expanded Height will double the size of each row.

Select Yes or No for Display Name in Header. Selecting Yes adds your Company Name (found in: Settings > Location Information) to the header section of the report.

Add a Sheet Title, if applicable. The Sheet Title will appear in the header section of the report.

Add Sheet Header Notes, if applicable. These notes will appear below the Date(s) in the header section.

Check the box next to Page Breaking to list schedules vertically instead of horizontally. (Optional)

Check the Include on Report box for each schedule you would like included.

Select your View Option.

Click Run Report.