To view reports select Appointment Reports from the View menu item. Alternatively, select the
Reports icon from the toolbar at the top of the
main schedule screen. The Reports screen
will then appear:
This dialog screen allows printing reports of all appointments of a person in a specified time period. The Report screen consists of three parts: filters, sort method and report list.
The filters allow only specific appointments to be seen on the reports. The Person filter allows you to see only the appointments for a specific person or all people. The Category filter causes only appointments for those people that belong to the specified category to be seen on the reports. The category filter is only useful when choosing the All People item from the People filter. The From and To dates specify that only appointments that occur between these two dates will show on the reports. The Status filter causes only those appointments that have the specified status to show on the reports. The Client filter causes only those appointments that have the specified client to show on the reports.
Certain filters will be disabled if a report does not contain the field a filter is based on.
The sort method determines how the report will be sorted when viewing appointments for All People. If by person, the report will show all appointments grouped by person and then by date. If by Date, the report will show all appointments sorted by date.
The report list shows all the reports that exist in the Pro Schedule reports folder.
To show the selected report click the preview button at the far left of the tool bar. The report should appear inside your browser.
For the invoice report to work properly, rates must be assigned to people using the Data Manager.