What's in this Article?
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Prerequisites (next)
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Navigate to → → .
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Tap the Date Range field and select a date range for your report.
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Tap the Week drop-down menu and select Day, Week, Month, or Year to change the report view.
If you select Year, you will still only see the data from the selected Date Range.
The report will automatically run when you select a Date Range.
Report Filters
Tap the 
icon in the top-right corner to filter your report for more granular information.
The filters include:
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Employees: You can select the individual employee(s) that you want to review.
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Appointment Source: You can select the source of where the appointment came from. For example, if you select the Vagaro grouping, you can view how many appointments came from the Marketplace, Daily Deals, Featured, and Text/Email Marketing. Or, if you select the Booking Partners grouping, you can view how many appointments came from Instagram, Facebook, Yelp, Google, and Apple Maps. If you select just one of the filter options, like Instagram, you can see how many appointments came from just that source.
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Include Past Employees: Run the report for employees whose employee profiles are inactive or have been deleted within your business.
When you have configured your filters, tap Run Report.
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Navigate to → under Customers.
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Click the box under Date Range and select a date range for your report.
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Click Run Report.
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Click the Week drop-down menu and select Day, Week, Month, or Year to change the report view.
If you select Year, you will still only see the data from the selected Date Range.
Report Filters
If you want to filter the report for more specific data, you can configure the filters below before running your report.
The filters include:
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Employees: You can select the individual employee(s) that you want to review.
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Appointment Source: You can select the source of where the appointment came from. For example, if you select the Vagaro grouping, you can view how many appointments came from the Marketplace, Daily Deals, Featured, and Text/Email Marketing. Or, if you select the Booking Partners grouping, you can view how many appointments came from Instagram, Facebook, Yelp, Google, and Apple Maps. If you select just one of the filter options, like Instagram, you can see how many appointments came from just that source.
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Advanced Filters: Expand the Advanced Filters drop-down to run the report to Include Past Employees. This will include employees whose employee profiles are inactive or have been deleted within your business.
When you have configured your filters, click Run Report.
The New vs Returning report provides information on how many new (or returning) customers you have gained through being Featured, Google integration, Instagram integration, and more.
New vs Returning Customers: Are grouped into four different data points—Online-New, Online-Returning, In House-New, and In House-Returning—as seen in the legend (right side of the report). Any booked appointments that add a new customer profile to your Customer List are considered new customers. Any appointments booked with existing customer profiles from your business will be considered Returning customers.
Online and In-House Appointments: Any appointments booked by a customer are classified as online appointments. This includes appointments booked through the Marketplace or through any integrations, like Instagram, Facebook, etc. Any appointments booked by an employee are classified as in-house appointments.
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To view your report in the Grid View or to export/print your report, tap the
button in the top-right corner. -
You can export, print, or change the view of the report from this screen.
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Select Grid View to replace the Bar Chart with cards.
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Select Print to print this report.
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Select Export PDF to save this report as a PDF file.
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Select Export Excel to save this report as an Excel file.
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To view your report in the Grid view, click the Grid View button in the top-right corner. This will replace the Bar Chart with a table.
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To export your report, click the Export menu in the bottom-right corner and select Excel or PDF.
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To print your report, click the Print button in the bottom-right corner.
Comments
2 comments
Whilst it is good that I can see how many new customer there are, I can't click on the boxes on the chart to take me to the actual customers.
this is actually quite frustrating- how do we manage new clients when we cannont even access who they are...I don't understand how this feature is not highest priority...
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