Analytics
General
- Reports
- How to Generate a Standard Report
- How to Edit a Report
- How to Favorite a Report
- How to Run the Team Report
- How to Share Reports
- How to Export Reports
- How to Filter by Teams in Reports
- How to Manage Report Access by Teams
- How to Generate a Stock Report
- How to Generate the Consultation Conversions Report
- How to Generate the Big Spender Report
- How to Generate the Clients with Balance Report
- How to Generate the Clients Without Upcoming Appointments Report
- How to Generate the New Clients Report
- How to Generate the Retention Report
- How to Generate the Top Referrers Report
- How to Generate the Converted Leads Report
- How to Generate the Leads by Source Report
- How to Generate the Open Leads Report
- How to Generate the Discounts Report
- How to Generate the Line Item History Report
- How to Generate the Package Sales Report
- How to Generate the Product Performance Report
- How to Generate the Revenue by Closed Invoices Report
- How to Generate the Revenue by Raised Invoices Report
- How to Generate the Sale by Item Category Report
- How to Generate the Vouchers Outstanding Balance Report
- How to Generate the Appointment by Category Report
- How to Generate the Appointment Schedule Report
- How to Generate the Appointments by Employee Report
- How to Generate the Appointments by Location Report
- How to Generate the Appointments by Service Report
- How to Generate the Appointments Created this Month Report
- How to Generate the Cancellations Report
- How to Generate the Online Bookings Report
- How to Generate the Rebooking Rates Report
- How to Generate My Activities Report
- How to Generate the Planned & Completed Report
- How to Generate the Business Snapshot Report
- How to Generate the Invoices Report
- How to Generate the Outstanding Invoices Report
- How to Generate the Payments Report
- How to Generate the Stock Reconciliation Report
- How to Generate the Refunds Report
- How to Generate the Tips Report
- How to Generate the End of Day Report
- How to Run the Medical Data Report
- How to Complete Sales for Appointments in the Cashup Report
- How to Generate an End-of-Day Cashup Report
- Treatment Missing Data Report
Custom Reports
- Custom Reports
- How to Save a Standard Report as a Custom Report
- How to Create a Custom Report from Scratch
- How to Edit a Custom Report
- How to Delete a Custom Report
- How to Share Custom Reports
- How to Run Appointment Reports
- How to Report on Medical and Non-Medical Treatments
- How to Create a Client Label Report from Scratch
- How to Find My Reports
- How to Find Reports Shared With Me