Appointment Analysis Details Report

The Appointment Analysis Details Report is an attendance report that displays detailed information about Appointments booked during the selected date range. This report can be used to gain a detailed picture of your Appointment activity.

This article describes how to view the Appointment Analysis Details Report, and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

    To view the Appointment Analysis Details Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Attendance.
    4. On the Attendance menu, click Appointment Analysis Details. The Appointment Analysis Details Report is displayed.

    Headings in the Appointment Analysis Details Report

    Heading Description
    Service Name The name of the Appointment.
    Staff The staff member who is scheduled to conduct the Appointment.
    Location The location at which the Appointment is scheduled to take place.
    Date The date of the scheduled Appointment.
    Time The time of the scheduled Appointment.
    Client The name, email, and profile image of the client who the Appointment was booked for. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
    Status The client’s status for the Appointment. This status represents actions taken on this Appointment. Statuses may be Late Cancel, No Show, Booked, or Attended.
    Notes View, edit or add notes associated with the Appointment. If you do not have the View Client Notes/SOAP Notes staff role permission, this column will be empty. If you have the permission, but it only applies to your own clients, you will only be able to view, edit, or add notes for your clients’ Appointments in this column.
    Pending The number of unconfirmed clients that are expected to attend the Appointment during the selected date range.
    NoteThe status of the service type that is automatically assigned to clients after the scheduled time of a service has passed depends on the default status set in your business policy settings.

    Advanced filters in the Appointment Analysis Details Report

    Filter Description
    Note Use this filter to determine whether to show only Appointments with the selected type of notes.
    Check-in Status Use this filter to determine whether to include check-ins, late cancels, pending check-ins, or no shows in the report.
    Start Time Range Use this filter to determine which Appointments to include in the report based on the specific time range during which they occurred.
    Day of the Week Use this filter to determine which Appointments to include in this report based on the day(s) of the week they occurred.
    Appointments Use this filter to determine which Appointment Types to include in the report.
    Client Status Use this filter to determine which clients to include in the report based on whether they currently have an active Purchase Option.
    Client Types Use this filter to determine which clients to include in the report based on their client type.
    Staff Use this filter to determine which staff members to include in the report.
    Locations Use this filter to determine which business location(s) to include in the report.
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