Reports Overview

• LAST UPDATED: 10/4/2016

AppointmentPlus reports can be used to find specific information, compile data, search for trends, or to complete tasks in bulk such as sending mass emails to customers. Reports are commonly used to give us valuable insight into how appointments are scheduled, by whom they are scheduled, what they are scheduling, and many things in between.

Much of choosing the right report for a circumstance is unique to the business itself, but there are some general guidelines you can follow to decide which report would likely give you the correct information.

1. Appointment/Staff data – to check productivity, trends of popular services, and appointment specific data (lists of appointments).
2. Customer related data – for marketing, storage, communication.
3. Revenue or sales – Ensure the money’s in the bank, people are properly compensated.
4. Other – Specific features such as: Text Message Reminders, Packages, Compensation Calculator, Time Clock

AppointmentPlus currently offers the following reports. Please note, some reports will only show when using a specific feature, software version, or plugin.

• Appointment Analytics Report
• Appointment Exception Report
• Appointment Report
• Appointment Sheets Report
• Compensation Report
• Customer Loyalty Report
• Customer Report
• Email Delivery Report
• Open Slots Report
• Package Report
• Sales Report (Custom)
• Sales Report (Predefined)
• SMS Report
• Staff Member Summary Report
• Statistics Report
• Time Clock Report