Reporting & data management
Run reports, exports, and analyse client data.
By Emma1 author6 articles
- Run a custom report or exportGuidance for generating custom reports and exports.
- Run a client visit sheet reportIn this article, we explain how to generate a client visit sheet report.
- Generate a general exportIn this article, we explain how to create an export with client or staff name, address, phone numbers, email and payroll number details.
- Value differences between reportsIn this article, we explain why financial figures differ between the MMR report, the Bookings by Bookings report, and invoicing or payroll reports.
- Create a saved searchIn this article, we explain how to create a saved search for clients, staff and customers.
- Use a saved search on the Daily screenIn this article, we explain how to run a saved search on the Daily screen and what’s required for it to display results.