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 to Excel out as well!

All in all, the Reports area is a solid way to explore your booking data, especially since the Appointment Calendar page only goes back two years into the past and one year into the future.

To run these reports:

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 included (as well as who canceled the appointment and when) and 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.

It also will list the client's name next to the service or class, and you can jump right over to their profile if you need to! Their phone number will be listed for convenience or if you need to call the client on the fly. You can print this or export this report to Excel.

If you need to also see any notes attached to appointments, the Excel version of the report will be the best way to view all of those as well.

💡 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.

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

View this report through our Schedule Report now! To view all the booking activity for the account, opt to filter by All Providers.

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

The Workshop attendance report displays some handy information and will allow 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 to Excel.

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

To check out some quick stats on your business, navigate to the Booking activity report. This report lists all of the clients who scheduled with you based on the time frame that you select. You can then view how many online bookings you had versus how many appointments your business booked for your clients, along with the grand total. It will also list how many no-shows you had for that given time frame. You can print this report.

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To run these reports:

A list of your new client appointments will be shown on this report in accordance with the date range selected. The list is ordered by the day the new client first scheduled an appointment or registered for an appointment/class. The report includes the service/class offered, the service provider, the client’s name, and the client’s phone and email address. The ability to access the client’s profile from the report is available in the case that more information is needed. The color of the appointment is included as well. Any client records that have been deleted will display with a strikethrough on the report. You have the ability to export this report to Excel.

This report shows client information according to the city that is listed in their profile information. You can 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 in this report, and the option is available to navigate to the client's profile. You have the ability to export this report to Excel.

Using tags? You can run a report by specifying a specific tag assigned to client records. Client contact information displays including name, address, phone number, and email address. The ability to access the client’s profile from the report is available in the case that more information is needed. You have the ability to export this report to Excel.

This report shows an overall appointment/class attendance throughout the business during a specified timeframe. It includes both appointments created by clients as well as those appointments created within the store. Each of these categories is broken down. You have the ability to export this report to Excel.

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

This is a list of clients who were sent email messages that bounced back or were undeliverable. If you notice an email address is simply misspelled, you are able to verify the email or access the client’s profile to update the email address. You are able to export this report to Excel.

This report can be filtered by active providers and includes the client's first name, middle name, last name, address, email, phone, and date of birth. You are able to export the report which would include the client's first name, middle name, last name, address, email, phone, date of birth, client notes, client tags, date created, and date last seen. Only 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.

You can access this Auto-Billing report to see estimated monthly revenue from subscriptions and view all active and failed subscriptions in one place for clients set up with Auto Billing. You have the ability to export this report to Excel.

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 will notice that you have an option to print or export the list as well as scrolling through it:

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To run these reports:

The Sales Summary report is a handy breakdown of gross sales, net sales, discounts, fees, refunds, taxes, gratuity—all neatly organized for your records. With the ability to filter by provider as well as date range, this report is here to help you keep tabs on business trends or gather info for your taxes, giving you all the ins and outs of your sales. You have the ability to print or export this report to Excel.

The Estimated Revenue report is just that, it just gives you an idea of your sales per provider, for the given period of time you run the report. This report is based on the amount 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.

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.

The Transaction Report is a great way to track and manage all the payments you’ve collected through your Schedulicity account. You can use this view of your transactions to get a sense of how much you’ve charged, and drill into any specific payments if you want to check out the details. The exported version even has a call out specifically for gratuity, so you can see how much you’ve made in tips for the month!

To view your Transaction Report:

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To run these reports:

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. You are also able to expand the services to see which clients have scheduled the service listed and how many appointments were scheduled online and in-store. The ability to access the client’s profile from the report is available in the case that more information is needed. This report does not include cancellations.

This report allows you to view how popular a class is and the clients enrolled in each session. You can filter by day of the week, time, class, instructor, and also date range - pretty nifty! The report will show the instructor's name, the enrollment count, the checked-in count, and the no-show count. You are able to print or export this report to Excel.

This report allows you to see clients who enrolled in all or selected, 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 will show each workshop session details, the provider who is tied to the session, the enrollment count, the checked-in count, the no-show count, the capacity of the workshop, and the fill percentage. You are able to print or export this report to Excel.

This is a list of the most popular promotions within a given time frame reserved with an appointment. Each promotion is listed with the number of attached appointments within the time frame selected. You are able to print this report.

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

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.

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