Reports Overview

• LAST UPDATED: 2/19/2020

AppointmentPlus Reports can be used to find specific information, compile data, search for trends, or to complete tasks in export Customers to an external email marketing platform. 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 including SMS Appointment Reminders, Email Delivery, sales activities using the Point of Sale feature, Packages, Compensation Calculator, and 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

If you are interested in other reports, such as an audit trail for Appointments or other specific insights, please open a ticket with Support through your account. Our team will be in touch to review your request and offer options that can provide you with the insights your business needs.