Staff reports provide a clear view of how each team member is performing. You’ll be able to see which staff members are delivering the most services and engaging with the most clients.
Important: This feature is available exclusively for our Platinum Accounts.
Filter Report
To filter your report:
- Open the platform.
- Click Reports.
- Select the Staff tab.
- Click Staff performance.
- Click the Filters icon
.
- Click the More button to filter by Staff, Service, or Currency.
Column Options
Click the column options icon next to each heading to explore more options, such as:
- Freeze: Locks columns in place so they stay visible as you scroll through the report.
- Copy Values: Quickly copies column data to paste elsewhere.
- Autosize All Columns: Adjusts column widths to fit content perfectly.
- Reset All Column Widths: Restores columns to their original default widths.
Sort Columns
To sort in ascending or descending order, click the sort icon next to each header, then click the chevron icons
to adjust the order.
Terms
| Field | Description |
| Staff | The name of the staff member |
| Appointments - hours | The total hours of all appointments the staff member has held |
| Appointments - total clients | The total number of clients the staff member has had appointments with |
| Appointments - unique clients | The number of unique clients the staff member has had appointments with |
| Events - hours | The total hours of all events the staff member has hosted |
| Events - total clients | Total number of clients who attended the staff member's events |
| Events - unique clients | The number of unique clients who attended the staff member's events |
| Overall clients | The total number of unique clients the staff member has interacted with across both appointments and events |
Related to