Staff Reports
Staff reports will give you insight into the performance of individual staff members. You will see which staff members deliver the most services and interact with the most clients.
For each report, use the Filter to select the date range you would like to view - you can choose from preset date ranges or set a custom date range.
Important: This article describes a feature that is available for our Platinum Accounts. Please visit our pricing page for more details.
Note: Reports data refreshes once a day. For the most accurate data, view reports for the previous day and earlier only.
Tip: Click on headings to sort by ascending or descending order. Drill down by clicking on specific items in the reports.
Staff performance
| Field | Description |
| Staff | The name of the staff member |
| Appointments - hours | Total time of appointments in hours |
| Appointments - total clients | Number of clients that the staff member had an appointment with |
| Appointments - unique clients | Number of unique clients the staff member had an appointment with (ignoring multiple sessions booked by the same client) |
| Events - hours | Total time of events in hours |
| Events - total clients | Total number of clients who attended the staff member's events |
| Events - unique clients | Number of unique clients who attended the staff member's events (ignoring multiple bookings by the same client) |
| Overall clients | The total number of clients the staff member integrated with in appointments and events |