Generating System Reports

You can generate a range of additional reports to assist you manage your business.  To access additional reports go Reports >> System. Click on the report you wish to generate, select the date range you are interested in and the run the report. 

 

The following additional reports are available:

  • Deleted Appointments - Provides a list of appointments that have been deleted over the specified date range.
  • SMS Usage - Displays all SMS charges for reminders and marketing SMS sent via Power Diary.
  • Recurring Appointment Expiry - Displays a list of recurring appointments that expire after a particular date.
  • Export Appointments - Generate a list of client appointments for a period which can then be exported into a CSV file.
  • Marketing Campaign Logs - Displays a log file for all marketing campaign activity.
  • Recent Referrals - Summarises all referrals that have been made within the designated date range. Includes total billed amount for each referral source.
  • Inactive Referrals - Displays all referrals who haven't referred a Client within the designated date range.
  • Session Pack ExpiriesDisplays clients whose service pack is expiring, has 2 sessions left of has a new session pack within the selected period.