Reports being an indispensable software tool, Appointy gives you the ability to run a number of reports. You can manage, follow and analyse your business anytime, anywhere in your account and make informed decisions. You can perform multiple actions with reports including searching, filtering, printing and exporting them.
Let’s take a brief look at the reports that Appointy offers.
Appointment reports are detailed reports of all the appointments booked with you and the services consumed by your clients till date. You can also group the appointments by month or dates. You can adjust the time frame to filter reports and view appointments by booking date or appointment date.
Sales reports give you a detailed view of the revenue earned from the appointments so far. Just like the appointment reports, you can group the sales report by months or dates and adjust time frame to filter reports.
Customer reports give you an overview of your customers organised by their registration date. These reports can be filtered based on the time frame.
Alert reports give you an overview of the email reminders sent for the appointments. It includes the appointment records to whom the appointment email reminders had been sent. You can filter the alert reports according to time frames.
SMS reports include the records of all appointments for which SMS reminders had been sent.
Credit Charge Report
In Credit Charge reports, you will see the record of the SMS credits that you have utilized so far.
In tips reports, you can view the client list who have offered tips for consuming your services. This report includes the date when tips were offered, client’s name, services consumed, payment amount and tip amount. You can group this report by months and dates and filter the reports based on a time frame.