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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 appointment source. 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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Business Location: If this is a multi-location business, you can select which locations to show in the report or all of them.
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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
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 appointment source. 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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Business Location: If this is a multi-location business, you can select which locations to show in the report or to show all of them.
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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 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.
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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.
You can drill down from the chart or grid view for details on each customer retention category.
Chart View - Tap any charted area to open the detail view:
You'll see an info card for each customer in that category that includes the customer name, appointment date, status, service/class name, employee, the amount paid, new/returning customer, and appointment source. The customer name and appointment date are hyperlinks to the Customer's Profile and your calendar showing the booked appointment.
You'll have two options for printing/exporting from Chart View:
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The print option recreates the chart to print or save as PDF.
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From the drill-down detail, the report shows each customer and the details of their appointment (name, date, status, service/class name, employee, the amount paid, new/returning, appointment source.)
Grid View:
Each detail card in the grid view shows the date and how many customers belong in each category. Tap anywhere on a card and select a category from the list to see the customer detail for each type. This final detail page matches the one you get from Chart View (above.)
You'll have two options for printing/exporting from Grid View:
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From the first screen, the report shows the dates and numbers of customers for each category and the total amount paid for the date.
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From the drill-down detail by retention type, the report shows each customer and the details of their appointment (name, date, status, service/class name, employee, the amount paid, new/returning, appointment source.)
Chart View - click any chart area to open the detail view for the retention type to open the detail for that type.
You'll have two options for printing/exporting from Chart View:
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The print option recreates the chart to print or save as PDF.
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From the drill-down detail, the report shows each customer and the details of their appointment (name, date, status, service/class name, employee, the amount paid, new/returning, appointment source.)
Grid View:
This view shows a line for each date in your selected range. Each line shows the date, a number for each customer retention category, and the amount paid for that day. The numbers for each category are hyperlinks that open the same detail as from the chart view (above.)
You'll have two options for printing/exporting from the Grid View:
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From the main screen, the report shows the dates and numbers of customers for each category and the total amount paid for the date.
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From the drill-down detail, the report shows each customer and the details of their appointment (name, date, status, service/class name, employee, the amount paid, new/returning, appointment source.)
Comments
3 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...
All: Hope you get to notice that there is now a link in the drill-down detail for this report that links to the customer's profile!
Donna
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