Customer services and employee performance reports

In the sales application: Customer service history and employee performance with service filtering and previous-period comparison.

1. Step 1

   Open Services > Booking reports. Viewing requires Manage services and View reports; downloads also require Download and send reports.

2. Step 2

   Choose Customer services or Employee performance and the appointment date range. Optionally select a customer, provider, branch or service, then Show report.

3. Step 3

   The summary shows completed sessions, services and add-ons. Expand Service breakdown beside a name or select the name to filter to that person. Customer details also include a Service history link.

4. Step 4

   Each completed appointment counts once: three services in one appointment means one session and three services. Add-ons are separate. Sessions belong to the provider, not the booking creator or cashier.

5. Step 5

   When a service is selected, only sessions containing it and that selected service are counted, including additional session services and package appointments. Add-ons and legacy appointments without a linked service are excluded.

6. Step 6

   Employee performance shows distinct customers, comparison sessions and change versus the previous period. A full calendar month is compared with the full previous month even when their lengths differ: November 1–30 compares with October 1–31.

7. Step 7

   A range from the start of a month through a selected day uses matching dates in the previous month: November 1–6 compares with October 1–6. If the previous month is shorter, the comparison ends on its last day, including February and leap years.

8. Step 8

   Custom ranges that do not start on the first day or span multiple months use the preceding period of equal length. The current period, comparison period and comparison basis appear above the report and in print and downloads, using the same filters. No growth percentage is shown when there were no previous sessions.

9. Step 9

   Providers are ranked by completed sessions; a provider with previous work remains visible even when current sessions are zero. Compare similar services and working hours fairly; counts alone do not measure quality or efficiency per hour.

10. Step 10

    Completed package appointments are included. Booked or cancelled appointments and manual package usage without an appointment are excluded. Accessible completed work-order appointments appear as Unassigned.

11. Step 11

    Select Print report, then Print, or Download PDF or Download Excel. Printing and downloads include all filtered results, not only the current page. The period uses the appointment date, company timezone and selected clock format.