Wait List Report

The Wait List Report is an attendance report that displays all services with active wait lists during the selected date range. If all clients on a wait list are promoted to the attendance list, the wait list is no longer considered active and the service will not be displayed in the Wait List Report. You can use this report to view both upcoming services, as well as services in the past with wait lists. The summary cards at the top of the page provide an overview of the key information in the report.

This article describes how to view the Wait List 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 Wait List Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
    4. On the Reports menu, click Attendance.
    5. On the Attendance menu, click Wait List. The Wait List Report is displayed.

    Summary cards in the Wait List Report

    Summary cardDescription
    WaitingThe total number of services with active wait lists during the selected date range.

    Headings in the Wait List Report

    HeadingDescription
    Service NameThe name, time, date, and staff member related to the service with the wait list.
    LocationThe location of the service.
    StaffThe name and profile image of the staff member scheduled for the service.
    SpotsThe maximum number of clients who can attend the service.
    BookedThe number of clients booked into the service during the selected date range.
    WaitingThe number of clients on the wait list during the selected date range.

    Advanced filters in the Wait List Report

    FilterDescription
    Client TypesUse this filter to determine which clients to include in the report based on their client type.
    TimeUse this filter to determine which to include in the report based on the specific time range during which they occurred.
    ClassesUse this filter to determine which classes to include in the report.
    EventsUse this filter to determine which events to include in the report.
    LocationsUse this filter to determine which locations to include in the report.
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