Use this report to view Appointments on a specific date or within a specific date range.
To access this report go to: Dashboard > Reports > Appointments > By Date
Filter your appointments by location, staff member, and completed appointments or closed tickets:
You can also filter appointments by date in daily, weekly or monthly categories:
If you want to see service, product or the total revenue for each appointment, click on the blue arrow to the left of each appointment for further details:
If you would like to download the information you have two options: A Detailed Report or a Summary Report.
You will use the Detailed Report if you need the individual information for each service and ticket.
|Detailed Report Columns||Description|
|Date||Date the service took place|
|Appointment #||This is the Confirmation Number for the Appointment|
|Ticket #||This is the closed ticket number from the POS|
|Staff||Who performed the service|
|Service Revenue||Revenue from the service provided|
|Refunds||Any Refunds Issued|
|Total||Total Profit/Loss per appointment|
|Summary Report Columns||Description|
|Date||Date the Appointments Took Place|
|Appointment #||Count of booked appointments|
|Ticket #||Count of Closed Tickets from the POS|
|Client||Count of Customers|
|Staff||Count of Staff that worked|
|Service Revenue||Revenue for the day|
|Refunds||Refunds for the day|
|Total||Total Profit/Loss for the day|
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