All Collections
Features
Reporting
What reports can I find?
What reports can I find?

Types of reports in Schedulicity, how to export a report to Excel, tax season, tax reports, payroll, payment

Mikayla avatar
Written by Mikayla
Updated over a week ago

Whether it's tax time and you're needing reports on revenue/taxes collected, or maybe you're looking to dig into your booking and client reports, you can gather that info all in one place under the Reports tab. And while we don't currently have a payroll feature, these reports can help with finding the provider-based data to support your payroll.

Keep in mind, you'll be able to pull reports for one year at a time (March 2019-March 2020, for example). So, if you need to pull data for more than one year, you'll need to pull each year separately by adjusting the date range at the top of the page. 👍 Nearly all of these reports can be exported as well!

Jump to a section in this article:


Schedule-based Reports

To run these reports:

  1. Click the three-lines in the upper left and choose Reports

  2. Select the report of your choice from the list

  3. Depending on the report, filter by date, provider/instructor, or activity! Then print or export via the button in the upper right.

Schedule

The Schedule Report is a one-stop-shop for all scheduled items.

  • You can filter the report by provider/instructor and date range.

  • Appointments, classes, workshops, and personal time will display on this report, as well as if there was a substitute instructor.

  • Canceled appointments are also included (as well as who canceled the appointment and when).

  • The report can be filtered by status to show active, canceled or all appointments. No-showed appointments are designated with the no-showed date/time.

  • Via the exported version on the Schedule Report, you can see notes attached to appointments.

💡 Pro tip: These reports can be pulled one year at a time, so if you need 2014-2016, run 2014-2015 first and then 2015-2016 second.

Schedule By Provider

View this report through our Schedule Report! To view a provider's schedule only, opt to filter by that individual provider.

Class Attendance

This is a great report that allows you to view class attendance, which of your clients are enrolled, if they're checked in, or if they were a no-show. You can export this report to Excel.

Workshop Attendance

The Workshop attendance report displays some handy information and allows you to view your workshop attendance at a glance. It will list which clients are enrolled, if they checked in, or if they were a no-show. You can export this report.

Cancellations

View this report through our Schedule Report! To view only cancelled appointments, select "Cancelled" from the Status dropdown menu via the Schedule Report.

Booking Activity

  • This report lists all of the clients who scheduled with you based on the time frame selected.

  • View how many clients book online versus how many appointments your business booked in store, along with the grand total. It will also list how many no-shows you had for that given time frame. This report can be printed.


Client-based Reports

  1. Click the three-lines in the upper left and choose Reports

  2. Select the report of your choice from the list

  3. Filter by date, provider/instructor, or activity. Then export in the upper right.

New Client Bookings

This report lists new client appointments based on the date range selected.

  • The report includes the service/class offered, the service provider, the client’s name, and the client’s phone and email address.

  • Access the client’s profile from the report by clicking on their name.

  • Any client bookings that have been canceled will display with a strikethrough on the report.

Clients by City

This report shows client information according to the city that is listed in their profile information.

  • Select a specific city from a dropdown menu to see all clients who are associated with that city.

  • The client's name, city, state, zip code, and email address are displayed.

  • Navigate to the client's profile by clicking on their name.

Clients by Tag

Run a report by a specific tag assigned to client records.

  • Client contact information will display including name, address, phone number, and email address.

  • Click on the client's name to navigate to their profile.

Client Bookings

This report shows overall appointment/class attendance during a set timeframe. It includes both appointments created by clients as well as those appointments created within the store.

While the total number of appointments is listed (including no-shows), this list does not include cancellations.

Problem Email Addresses

This report lists of clients who were sent email messages that bounced or were undeliverable. If you notice an email address is misspelled, you are able edit and verify the email, delete the email, or access the client’s profile. For more details on the Problem Email Report head over here.

Clients by Provider

  • Filter this report by active providers to pull a list of a provider's clients.

  • Export the report for your provider, if they need a list of their clients.

  • The export includes: client's first name, middle name, last name, address, email, phone, date of birth, client notes, client tags, date created, and date last seen.

  • Clients with standing past appointments are included in the list. If a client's appointments were canceled or no-showed, the client does not display on the list.

Auto-Billing

View this report to see active and failed monthly subscriptions for clients set up with Auto Billing.

Complete Client List

The Complete Client List is a handy way to pull up a specific client you're looking for or view your clients all at once. If you are the account owner, you have the option to print or export the list:

  1. Click the three lines on the top left and choose Clients

  2. In the top right-hand corner choose 'Export'

  3. The list will download to your browser, but you can also access this in your download folder.


Payment Reports

  1. Click the three-line menu in the upper left and choose Reports

  2. Select the report of your choice

  3. Filter by date and print and/or export.

Sales Summary Report

  • This report breaks down gross sales, net sales, discounts, fees, refunds, taxes, gratuity.

  • Filter by provider as well as date range.

  • Print or export this report.

Estimated Revenue

The Estimated Revenue gives you an idea of your sales for a given period of time.

  • This report can be sorted based on provider.

  • The amount for the estimate, that the service is listed for under the client's appointment details. We do take into account any discounts and price changes associated with a service or class. We also list any add ons that you may have sold for that given time frame. Please do keep in mind, this is an estimate and we also recommend that you use your other resources for exact data in the event you charged an individual a different amount than listed in the appointment details! You have the ability to export this report.

💡 Pro tip: If you're looking for a report of all transactions processed through Schedulicity, you'll want to head over to the Payments article for more information. Or there is also the Ticket Management report for a great breakdown on everything the client purchased—from the service, class, or workshop they came in for, to packages, products, or custom items.

Product Management

The Product Management Report is designed to give you a bird's-eye view of your inventory and product sales at any given time. This report lists your products by name, the number of items in stock (including negative integers in case you have items on backorder for your clients), the total cost of the item, the total price of the item listed for sale, the tax included per item, as well as the overall sales price of the items in stock. You have the ability to print or export this report to Excel.

Transaction Report

The Transaction Report is a great way to track and manage all the payments you’ve collected through your Schedulicity account. This report can be exported for more payment details.

To view your Transaction Report:

  1. From the three-lines in the upper left, select Payments

  2. Click on the "Transactions" tab

  3. Hit "Edit" next to Report Settings if you'd like to filter by date range, transaction type, tender type, or client and click "Apply"

  4. View the transactions listed below, or click, "Export " to view in via a spreadsheet

  5. The list will download to your browser


Other Reports

To run these reports:

  1. Click the three-line menu in the upper left and choose Reports

  2. Select the report of your choice from the list

  3. Depending on the report, you can filter by date, provider/instructor, or activity.

Service Popularity

This report is a list of your most popular services scheduled according to a specific timeframe. The services are broken out into those scheduled online and those scheduled in-store with the total appointments scheduled listed.

  • Expand the services to see which clients have scheduled the service listed and how many appointments were scheduled online and in-store.

  • Access the client’s profile from the report by clicking on the clients name.

Class Popularity

With this report, you can see how popular a class is and the clients enrolled in each session.

  • Filter by day of the week, time, class, instructor, and also date range!

  • This report shows the instructor's name, enrollment count, checked-in count, and no-show count.

Workshop Popularity

This report shows clients enrolled in workshops within a particular date range. This will help you see which workshops were attended most often and which providers/sessions see the most clients.

  • This report can be filtered by date range.

  • It shows each workshop session details, provider who is tied to the session, enrollment count, checked-in count, no-show count, capacity of the workshop, and fill percentage.

Promotion Popularity

This is a list of the most popular promotions within a given time frame. Each promotion is listed with the number of attached appointments within the time frame selected.

Promotion Performance

This is a list of every promotion available including Add-ons, Deal Manager, and Fill My Book deals. The report includes the date the promotion was claimed (booked), the client name, phone number, email, and the appointment/class date.

Package Popularity

This is a list of the most popular packages within a given time frame that were added to a client’s profile. Each package is listed with the number of clients who had packages added within the time frame selected.

💡 Pro tip: Click "Details" next to the name of the package to view the clients who have had this package on file, and how many sessions they have remaining.

Did this answer your question?