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Business summary report

The Business Summary Report is a summary of appointment activity for a specified time period.

To open the Business Summary Report, click

  • Reports, then
  • Business Summary

Please note, the Business Summary Report, does not include data on sale, payment or appointment values. This information can be found in the Sales, Payments, or Appointments Reports.

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Click on the tabs below to find out more about the various parts of the Business Summary 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 data for all employees. Select an employee to only see their data
  • Show deleted employees: Select if you'd like to include deleted employees in the report

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