My Report Runner

BUSINESS/ENTERPRISE FEATURE

My Report Runner allows you to create your own appointment-based reports that you can save and run whenever you need them.

Here we will cover - 

Once on the Reports page, select My Report Runner - 

In the My Report Runner section, select Build Reports -

Once on the Build Reports page, click on the green Add New Report button - 

You will then be taken to the Report Builder Setup page, where you will need to name your report and then select the information you want to be included in the report - 

The Report Details panel is comprised of the following sections - 

• Report Name - This is the name that will appear in the dropdown for you and your staff to select when exporting this report.

• Statuses -  These are the appointment statuses that you want included in the report.

• Define Date Range by Created Date - Check this off if you want the date range that you define when running the report to calculate based on the date the appointments were created instead of the date the appointment is scheduled to take place.

• Appointment Info Fields - These are all the appointment specific fields that can be included in the report.

• Appointment Custom Fields - These are the fields that you have defined under Settings > Define Field Labels and applied to the Appointment Detail page.

• Client Info Fields - These are the fields you defined user Settings > Define Field Labels and applied to the Client Profile page.

Once you've chosen the information you would like to include in your report, click on the green Save button to confirm that report - 

After you've clicked on the Save button, the Report Details screen will change to read-only mode - if you need to add additional information, click on the Edit button. Otherwise, select the Reports option on the left side menu to run your newly created report - 

How to Export a Report

On the Reports page, click on the My Report Runner tab. Then select your report from the Type dropdown, enter the desired Date Range for the report, confirm the Locations/Staff/Reasons to be included in the report and click on the green Download Report button - 

After clicking on the Download Report button, the report will be downloaded to your device in .xls format.

Once in the list of your reports, you'll see the options to (1) Add New Report, (2) View the details selected in a report and (3) Delete a report.

Select View next to the report you want to update - 

After clicking on the View button, you'll be taken to the Report Builder Setup page where you can click on the blue Edit button to add or remove information from the existing report - 

Once the Report Details panel goes into edit mode, select or unselect the fields you want in your report and then click on the green Save button to confirm those changes - 

After you've clicked on the Save button, the Report Details screen will change to a read-only mode.