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.
In this help doc we'll cover -
How to Create a Report
To create a report using My Report Runner, you'll need to navigate to Dashboard > Reports -
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 - Set the name that will appear in the dropdown for you and your staff to select when exporting this report.
Statuses - Select the appointment statuses that you want included in the report.
Define Date Range by Created Date - Check this box 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 - Select all of the appointment specific fields that can be included in the report.
Appointment Custom Fields - Select the fields that you have defined under Settings > Define Field Labels and applied to the Appointment Detail page that you want to include in the report.
Client Info Fields - Select the fields you defined user Settings > Define Field Labels and applied to the Client Profile page that you want to include in the report.
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 page will change to read-only mode - if you need to add additional information, click on the blue 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.
How to Edit a Report
If you need to add or remove information from any of the reports you have created, you'll need to navigate to Dashboard > Reports > My Report Runner and select the Build Reports tab to view a list of your existing reports -
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 page will change to a read-only mode.