Appointment reports

Reports-> Appointment Reports

This report list the Appointments based upon the filter criteria entered.

It is designed to allow for easy reference and management of the store's appointments.

The report columns are data fields of the appointment entry. When the appointment is linked to an existing customer profile field, the Is Cust? column will say Yes. If the appointment is linked to an existing customer profile and the customer has purchased items, the report totals their total sales across all their sales tickets less sales/VAT tax within the Total Sales column.

Filters

Appointment Type ... Limit to a set of Appointment types. Multiples may be selected for filtering. Click within the field to see available types.

Room ... Limit to Room(s) the appointments are assigned to. Multiples may be selected for filtering. Click within the field to see available rooms.

Sales Person ... Limit to Sales Person assigned to the appointment. Multiples may be selected for filtering. Click within the field to see available Sales Associates.

Appointment Status ... Limit to current appointment Status applied to the appointment. Multiples may be selected for filtering. Click within the field to see possible Statuses to select. Repeat to select multiples.

Last Appointment Date ... The appointment date cut-off. Only appointments for the date and prior dates will be included in the report.

Run Report button ... Display report based on enter filter conditions.

Export to Excel button ... This is a specially designed export to Microsoft compatible Excel spreadsheet format that is easily manipulated for analysis that a shop may wish to perform. This function exports the data being displayed.