Appointments report
The Appointments Report displays all of the data relating to the value of appointments within your account, allowing you to filter that accordingly.
To open the Appointment Report, click:
- Reports, then
- Appointments
The Appointments Report does not contain data on Sales or Payments. This is contained in the Sales report and the Payments report.
Select Edit filters to filter which appointments are included in the report:
- Dates: Select from Daily, Weekly, Monthly, Quarterly, Yearly or Custom
- Employee: None shows sales data for all employees. Select an employee to only see their appointment data
- Show deleted employees: Select if you'd like to include deleted employees in the report
- Appointment status: Filter by Active, Cancelled or Deleted appointments
- Customer Segment: Filter by customers in a segment
- Booked Online: Filter by appointments booked online
Once the filters are applied you can use the arrows in the date field to move the date back and foward.
Some quick view figures for the filtered appointments:
- Total appointments: number of appointments in the report
- Customers: number of customers in the report
- New Customers: number of new customers in the report
The buttons below the graph show lists of appointments in the report:
- View appointments
- View unpaid appointments
- View appointments without a sale
- Total Appointments: number of appointments included in the report
- Total Services: number of services included
- Customers: number of customers included
- Customers (no-shows): number of no-show customers included
- New Customers: number of new customers included
- Total Revenue: total value of appointments (not indicative of actual payments made)
- Total Discounts (Promo Codes): total appointment discounts
- No-show Revenue: total value of no-shows
- Revenue (excluding no-shows): total appoinment value minus no-show revenue
There are two columns in this section - 'Value' and 'Raw Value'. Both are the same amounts, however the raw value amounts don't include the currency symbol. When this report is exported the raw value column can be used for calculations and won't show an error message in the spreadsheet.
These sections break down your appointment data by:
- Statuses: a count of how many appointments use each appointment status
- Services: a breakdown of the data by service
- Services by Employee: a breakdown the data by employee
- Services by Category: a breakdown of the data by service category