Reports overview

Reports include data about appointment status, sessions, attendance, and for staff/admin users: invoices and contacts. The "Reports" page does not contain notes or client specific reports. For those, go to the specific client and check under Notes.

Click Reports in the sidebar. Tabs across the top switch between report types — Appointments, Sessions, Attendance, Invoices (staff accounts only), and Contacts (staff accounts only) (some depend on which features your organization uses).

Each report can be filtered by date range, staff, location, and status. You can also view report data as a summary with totals or export to CSV.

You can save a filtered report to return to it quickly.