Reports

Hello, productivity report needs some tweaking please. We need guest care to be on our roster, however guest care hours shouldn’t be included in productivity. Also, can we have the choice of counting breaks in productivity. If our measure is 85% productivity for Strategies reports, it is inaccurate when we run the report. The reason it’s 85% is it so we can account for breaks and other such things. Otherwise we have to take time to do the calculations. It could also simply give us a choice of productive vs. non productive leaving the individual business to set it up. Thank you

Currently when I print a Staff Performance Detail report it prints alphabetically by first name. Having it print by last name would be very helpful, so I don't have to sort 30+ reports by last name EVERY Month!

Before the update when running reports the selected dates stayed when going back to rerun them or a new report. Now the date has to be entered each time. Can we go back to that option?

It would be helpful to have a report showing all appointments added/deleted/cancelled/moved to a given staff member's schedule for a given date range. This way, we can easily find out if a client rescheduled their appointment, which client it was and what date. There are several different reports that can be used to find out about whether clients were added, deleted, or cancelled. However, when it comes to moving appointments, there's no way to find out unless you already know who the client is and check the audit trail on the "new" appointment date. This is inconvenient when the staff member just notices a gap in their appointment schedule but does not know which client was previously booked in that slot. If not canceled or deleted, we can't find that information for them.

This has changed from the old one. It is annoying when looking at reports (say from Monday to Friday individually) when the dates default to todays date - especially when I have to print commission for more than one person on the same date. You can't select two people at one time (say all self employed) so I have to go in again for the date that I am printing for another person - but annoyingly the date changes every single time and I have to go in and change it back.

Ability to pull a report that shows all bookings for the month (who, $, day) each month and custom fields to select which date range.

name of report should be visible after running on phone app

Allow us to "favorite" reports to easily find reports that we use frequently.

I need a report or way of tracking my Front desk staff's rebooking percentage. This will allow management to gage how well front desk is rebooking guest. I would like to set goals and incentives for top rebooking performers.

We would love a report that shows all clients with no future appointment- categorised into hair and beauty categories.