In this article
Objective
Create a report template to quickly generate a report based on frequently used parameters and/or on a recurring schedule.
Steps
All reports: Select general parameters
From the navigation menu, click Reports
Click + New
Click Report Template
Enter a name in the Template Name field
Check Generate on a schedule to generate a report using these parameters on a recurring basis
Enter the frequency, date/time, and timezone to schedule report generation
From Report Type, select one of the following report types:
Custom Report: Select your own criteria for what metrics you want to include in the report
Schedule by Staff: A report that includes past, present, and future appointments sorted by staff member
Summary by Staff: A snapshot of service statistics by staff
Summary by Client: A snapshot of service statistics by client
Click Date Range and, using the calendar picker, click the start date and end date to generate the timeframe for the report
Date Ranges
The following table provides a description of each date range as it relates to a report template.
Date Range | Description |
Today | Today's calendar date |
Yesterday | Yesterday's calendar date |
Last 7 Days | Going back for the previous 7 days, beginning with yesterday's calendar date |
Last 30 Days | Going back for the previous 30 days, beginning with yesterday's calendar date |
Last 90 Days | Going back for the previous 90 days, beginning with yesterday's calendar date |
Last 365 Days | Going back for the previous 365 days, beginning with yesterday's calendar date |
Year to Date | Going back to January 1, beginning with yesterday's calendar date |
All Time | Going back to the first occurrence of your organization's reporting data in that environment, beginning with yesterday's calendar date |
Selecting general and additional parameters while creating a Custom Report template
Select additional parameters
Each report type provides additional parameters to further customize your results.
Schedule by Staff, Summary by Staff, and Summary by Client reports
Select additional parameters, depending on the chosen report:
Schedule by Staff, Summary by Staff
From Booked by, select whether the report will include appointments booked by clients, staff, or all booked appointments
Check if you want the report to include attendee details for group services (Schedule by Staff only)
From Locations, select the desired location option for the report
From Staff, select the desired staff option for the report
From Statuses, check each status you want to include in the report
From Services, select the desired location option for the report
Summary by Client
From Clients, select the desired client option for the report
From Statuses, check each status you want to include in the report
From Services, select the desired location option for the report
Custom Report
From Based on, select whether the report will be based on Appointment Date or when appointment was booked
Appointment Date: Date the appointment took place
When appointment was booked: Date the appointment was scheduled
From Booked by, select whether the report will include appointments booked by clients, staff, or all booked appointments
From Engagement Type, select whether the report will include pre-booked appointments (Appointments), walk-in appointments (Walkins), or all appointments
From Locations, select the desired location option for the report
From Staff, select the desired staff option for the report
From Statuses, check each status you want to include in the report
From Services, select the desired location option for the report
From Fields, check each field you want to include in the report; these fields will display as columns in your report
NOTE: For a description of each field, please refer to Report Fields Reference
If desired, from Questions, check each question you want to include in the report
If desired, from Custom Forms, check each custom form field you want to include in the report
NOTE: To filter the Custom Forms options listed, click Filter and select the desired status filter
Save the report template
When all parameters are selected, click Save
From the Report Templates tab, click ⋮ (More Actions) to preview the report, generate the report, edit the report template, or delete the report template