Skip to main content

Appointment reports

Appointment reports include both detailed lists with concrete records and summarized views for analysis by period, service, team member, resource, and source.

Available views​

  • detailed lists:
    • Appointments list
    • Appointments by services list
    • Appointments by clients list
  • summarized Reports PRO views:
    • Appointments by date
    • Appointments by month
    • Appointments by employees
    • Appointments by resources
    • Appointments by service
    • Appointments by clients
    • Appointments by referral source
    • Appointments by client referral

How to choose the right view​

  • Appointments list is the best choice when you are looking for a specific booking and want to inspect that record directly.
  • Appointments by services list is useful when you need a detailed list by service, employee, resource, client, amount, notes, and media.
  • Appointments by clients list is useful when you want to follow the client, used service, seats, amount, payment, and status in one row.
  • Summarized views are more useful when you need trend analysis, workload analysis, or grouped results by period, team member, service, resource, or source.

What you usually see inside​

  • In detailed lists, rows open the actual appointment or the related record.
  • In summarized reports, you see count and amount per group, and from the row you can open the underlying detailed list.
  • Some summarized views support switching between table and chart.
  • Filters matter when you want to limit the period, location, employee, service, or source before analyzing the data.

Important​

  • Summary and other soon views are not part of the current functionality.
  • You can request a file only from screens that actually show a generate action.