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 sales, payments or appointment values. This information can be found in the Sales, Payments, or Appointments Reports.
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
The buttons above the summary allow you to view a list of all:
- Cancelled appointments
- No-show appointments
For the reporting period.
These sections break down your data by:
- Summary: A breakdown of all Re-bookings; Cancellations, Check-ins and No-Shows, Confirmations and Recorrences for the appointments within the reporting period
- Services: A breakdown on the data by service
- Employees: A breakdown of the data by employee
Rebooking amounts are only calculated whereby the the Rebook button within an appointment is used.
