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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.

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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.

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