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What types of reports am I able to generate?
Posted by on 25 June 2011 01:38 PM
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An extensive list of options is available and growing always. Your suggestions are always welcomed.

- Business Stats - New clients & appointments in date range: Track company and client appointment booking statistics.
- Calendar Print - Continuous Report: A list of booked appointments in chronological order for a desired date range.
- Calendar Print - Page / Service Provider / Resource: A list of booked appointments separated by a new page for each Provider or Resource.
- Client - Appointment Summary: A list of appointment details sharable with clients and insurers.
- Client Birthday: List of client with birthday range filters.
- Client Details by Service Type: A list of client names, emails and phone numbers who have booked specific services in a date range.
- Client Last Visit Report: A list of clients that have not booked in X months.
- Client Recent Visit Report: A list of clients that have booked within X months.
- Client Details: A list of client details such as name, address, birth date and phone numbers, exportable to CSV or Excel.
- Client Retention Rate: Client Retention Rate.
- Client Spend: Report of top highest spending clients.
- eChart - Enabled: List of Service Providers with eCharting enabled.
- Email Notice Logs: Email Bounces and Spam Logs
- How Did You Find Us: A report of how clients found your business.
- Package Usage Report: Report to identify clients with remaining package sessions.
- Referral Report: Report of appointments booked by Associates and commissions payable if applicable.
- Referred By: Report of who referred a client.
- Revenue Summary by Invoice: Overall business revenue based on the invoice date.
- Revenue Summary by Payment: Overall business revenue based on the payment date.
- Revenue Summary - Daily: A 1 day revenue summary including Client name, Service and Product amounts and payment breakdowns.
- Sales Report - Account Receivable and Credits: List of invoices and clients with an outstanding balance or credit owing.
- Sales Report - Appointment Revenue Summary: Main company appointment financial report including date range filter, sub-totals, payments and notes.
- Sales Report - First Time Appointment: Financial report of first time clients to your business or a particular Service Provider / Resource for a date range.
- Sales Report - Invoice Payments: Invoice payments by date and payment type. Ideal to reconcile invoices with multiple payments on different dates or payment types.
- Sales Report - Invoice Summary: Detailed financial report for each invoice including date range and client filters.
- Sales Report - Package Sales: Report of package sales with filters by specific client, package, package type and status.
- Sales Report - Product: Report of product sales filtered by date range.
- Service Hours By Service: Service hours sub-totaled by service.
- Service Hours By Service Provider / Resource: Service Provider service hours, filtered by date with option to include or omit prep/clean up times.
- SMS Usage: SMS messages sent in the date range, sub-totaled by Service Provider.
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