The reports are accessed from the Reports section on the Welcome Screen.
The following reports are available: • Daily/Weekly Report – Get a quick overview of all appointments scheduled for the selected day or week. Print or export to Excel.
• Appointments Report – Select the fields you want to see for all appointments in the specified date range. Sort the data by specified fields and apply a staff filter, if desired. View in your web browser (HTML) or export to Excel.
• Deleted Appointments Report – Select the fields you want to see for all appointments deleted (or canceled) in the specified date range. Sort the data by specified fields and apply a staff filter, if desired. View in your web browser (HTML) or export to Excel.
• Client Report – Select the client fields and sort by name, if desired. View in your web browser (HTML) or export to Excel.
