Appointment Reports

Click on the links to jump to a report!

Appointment Blocked Time List Report

Appointment Types by Client Report

Appointment Types by Employee Report

Appointments by Client Report

Appointments by Date Range Report

Appointments by Employee Report

Appointments by Group Report

Cancelled Appointments Report

Daily Appointment List Report

No Show Appointments Report

Online Booking Statistics Report

Work Tickets Report

Appointment Blocked Time List Report

The Appointment Blocked Time List Report compiles information about blocked times used by employees. This report allows you to view important details about blocked times and how they're utilized by employees! 

Options Include:

  • Date Range Selection 
  • All or Single Employee 
  • Team Selection (Ultimate Only) 
  • All or Single Block Time Type 

This report displays the following information:

  • Employee ID
  • Date 
  • Duration
  • Type 
  • Notes 

Report Example:

app_blocked_time_list.png

Appointment Data Comparision Report 

The Appointment Data Comparison Report features the option to set up two date range periods. These date ranges can help your business to contrast appointment data as the report calculates numerical differences from the two time periods!

Options Include:

  • Date Ranges

This report displays the following information:

  • Appointments A 
  • Appointments B 
  • Appointments Difference
  • Cancelled A 
  • Cancelled B 
  • Cancelled Difference 
  • No Show A 
  • Now Show B 
  • No Show Difference 
  • New Clients A 
  • New Clients B 
  • New Clients Difference

Report Example:

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Appointment Types by Client Report

The Appointment Types by Client report shows information on the appointment type selected for appointments at your business. This report can show the most common appointment types which can help you to better understand your clientele. 

Options Include:

  • Detail or Summary
  • Date Range Selection
  • All or Single Employee
  • Team Selection (Ultimate Only) 
  • All or Single Employee Department
  • All or Single Appointment Type 
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Appointment Type
  • Client (Detail)
  • Pet Name (Paws, Detail)
  • Count

Report Example:

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Detail

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Summary

Appointment Types by Employee Report

The Appointment Types by Employee report shows the information on the appointment type selected on appointments, per employee. This report is a great way to see which employees are bringing in the most or the least of certain appointment types! 

Options Include:

  • Detail or Summary
  • Date Range Selection
  • All or Single Employee
  • Team Selection (Ultimate Only) 
  • All or Single Employee Department
  • Appointment Type Range
  • Company Selection (For multi-location businesses)
  • Sort By Options

This report displays the following information:

  • Employee ID
  • Appointment Type (Detail)
  • Pet (Paws, Detail)
  • Count

Report Example:

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Detail

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Summary

Appointments by Client Report

This report shows the appointments for the date range, grouped by client. This report can help you to see which services clients keep coming back for!

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Show Graph Option
  • All or Single Client
  • All or Single Employee
  • Team Selection (Ultimate Only) 
  • All or Single Employee Department
  • Appointment Type
  • Other Options
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Client Name
  • Pet Name 
  • Appointment Date
  • Appointment Time
  • Employee ID
  • Scheduled Service
  • Home Phone
  • Mobile Phone
  • Resource
  • Appointment Type (Summary)
  • Count (Summary)

Report Example:

appointments_by_client_report_detail.png

Detail

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Summary

Appointments by Date Range Report

The Appointments by Date Range report shows the appointments for the date range, grouped by date. This report can show you the busiest days at your business!

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Show Graph Option
  • All or Single Client
  • All or Single Employee
  • Team Selection (Ultimate Only) 
  • All or Single Employee Department
  • All or Single Appointment Type
  • Other Options
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Appointment Date (Summary)
  • Appointment Time
  • Client
  • Pet Name 
  • Employee ID
  • Scheduled Service
  • Home Phone
  • Mobile Phone
  • Resource
  • Total Appointments (Summary)

Report Example:

InkedInkedappointment_by_date_range_detail_LI.jpg

 Detailappointments_by_date_summ.png

Summary

Appointments by Employee Report

The Appointments By Employee report shows the appointments for the date range, grouped by employee. This can help you to see which employees are booking the most appointments!

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Show Graph Option
  • All or Single Employee
  • Team Selection (Ultimate Only) 
  • All or Single Employee Department
  • All or Single Client
  • All or Single Appointment Type
  • Other Options
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Employee ID
  • Appointment Date
  • Appointment Time
  • Client Name
  • Pet Name (Paws, Detail)
  • Scheduled Service
  • Home Phone
  • Mobile Phone
  • Resource
  • Appointments (Summary)

Report Example:

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Detail

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Summary

Appointments by Group Report

The Appointment Groups feature is available with the Preferred & Ultimate editions of Envision Cloud. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

The Appointments by Group report allows you to view information about a group's appointments. Having the ability to pull and print this report can make it easier for your staff to be prepared for larger parties coming into your business. This feature is ideal for birthdays, wedding parties, and more! 

Options Include:

  • Date Range Selection
  • All or Single Group 

This report displays the following information:

  • Group Name 
  • Date 
  • Organizer 
  • Party Size 
  • Notes 
  • Appointment Date 
  • Appointment Time 
  • Client 
  • Pet Name (Paws)
  • Employee 
  • Service 

apppintments-by-group.png

Cancelled Appointments Report

The Cancelled Appointments report shows appointments cancelled in the selected date range. This allows you to pull and analyze cancellation information for your business!

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Date Range Option of Appointment or Cancellation
  • Show Graph Option
  • All or Single Client
  • All or Single Employee
  • Team Selection (Ultimate Only) 
  • All or Single Cancelled by Employee
  • All or Single Employee Department
  • All or Single Appointment Type
  • Sort By Options
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Cancelled Date
  • Cancelled By Employee
  • Initials
  • Appointment Date
  • Client Name
  • Employee ID
  • Service ID
  • Reason
  • Count (Summary)

Report Example:

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Detail

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Summary

Daily Appointment List Report

This report shows a listing of appointments for the selected date. This report is incredibly helpful as it can be printed or emailed to employees to give them their official line up for the day! This also a great way to announce how resources have been assigned for the day. 

Options Include:

  • Date Selection
  • All or Single Client
  • All or Single Employee
  • Team Selection (Ultimate Only) 
  • All or Single Employee Department
  • All or Single Appointment Type
  • Other Options
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Appointment Time
  • Client Name
  • Pet Name (Paws)
  • Employee ID
  • Service ID
  • Resource Assigned
  • Home Phone
  • Mobile Phone

Report Example:

appt_daily_appt_list01.png

No Show Appointments Report

This report shows a list of client appointments when the client was not checked in, meaning they would be considered a no show in Envision Cloud. This report allows you to keep track of no shows and organizes data that can be used to reduce no shows!

Options Include:

  • Detail or Summary
  • Date Range Selection
  • Show Graph Option
  • All or Single Client
  • All or Single Employee
  • Team Selection (Ultimate Only) 
  • All or Single Appointment Type 
  • Sort By Options
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Appointment Date
  • Employee ID
  • Client Name
  • Pet Name (Paws)
  • Home Phone
  • Mobile Phone
  • Service ID
  • Count (Summary)

Report Example:

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Detail

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Summary

Online Booking Statistics Report

The online booking page now allows you to add your Google Analytics ID by going to the company settings to allows for online booking tracking. Additionally, as we stated in a previous post, the enhancements to the online booking allow you to track user visits and users who have completed a booking on that visit. The online booking process on Envision Cloud is its own tracking, separate from Google Analytics. Envision Cloud's personalized reports and data are connected to your booked appointments to pull important statistics about client online booking. Read below for more information about online booking statistics and start a seamless booking process for your clients AND your business. 

Enter your Google Analytics ID by going to Company Settings > Online Booking > General Options. 

GoogleAnalyticsId.jpg

Learn how to view your Online Booking Statistics Report in the Appointment Report menu. 

It’s an old saying, but it’s still so true… “What gets measured, gets improved.” Now you can track and measure how many people are clicking your online booking button and completing the booking process. The report breaks down the appointments of a certain date and then totals the number of bookings started, completed, and abandoned by clients. The report can help determine whether you should change a no-show policy, cancellation policy, or other booking policies you have in place. 

Options Include:

  • Date Range Selection

This report displays the following information:

  • Date 
  • Bookings Started 
  • Bookings Completed 
  • Bookings Abandoned

Report Example:

 OnlineBookingStats.jpg

Work Tickets Report

The Work Tickets report shows summarized information about the client and scheduled appointment(s). Work Tickets can be used during an appointment so a service provider has all the important client information they need to best serve their client!

Options Include:

  • Service Ticket, Client Ticket, 3 per Page or Client Ticket
  • Date Selection
  • All or Single Client
  • All or Single Employee
  • Team Selection (Ultimate Only) 
  • All or Single Employee Department

This report displays the following information:

  • Client Information
  • Pet Information (Paws)
  • Appointment Information
  • Future Appointments 
  • Product/Service History
  • Client Formulas

Report Examples:

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Service Ticket - Single page per service

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Service Ticket - 3 services per page

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Client Ticket - All services for a single client on one ticket

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