The Reports feature is designed to keep you informed about all clients, appointments, and financial activities.
Many reports, apart from being downloadable as a .CSV file, also have an accompanying dashboard view. Reporting Dashboards take aggregate data from your reports, and create a visual report. This allows you to gain insights into your business at a glance.
Appointments Report Dashboard
The Appointments Report allows reconciliation of client appointments by provider, by location, and runs analyses on appointment no-show rates, amongst other needs. Generate the Appointments Report by navigating to Reports > Appointments Report > Click DOWNLOAD button (top right) > Select Date Range > Generate Report.
The Appointments Dashboard visually displays key data from your Appointments Report.
At a glance, the Appointments Dashboard communicates:
Total appointments booked in a time period
Average number of appointments per day
Busiest day of the week
Breakdown of appointment types booked
Status of appointments
Toggle over to the filter "By Status" to see appointment details relevant to the status of the appointment (occurred, rescheduled, cancelled, no-show, or no status)
Using the Date Picker
When you open up the dashboard, by default, the dashboard will show data from the last 30 days.
To adjust the date filter, click on that button and you can select a set date range or set a custom date range. To assist, next to each range of time you can see the exact calendar dates it will display data for.
When you click on the "Custom" option, you can select the date range using a calendar, or choose from any of the set date ranges listed on the left side.
When you log back in, the most recent date selection will automatically apply to the reports dashboard.