Booking reports - Revision history

Admin at 19:30, 2 February 2026

2026-02-02T19:30:13Z

← Older revision		Revision as of 19:30, 2 February 2026
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	{{#seo:		{{#seo:
	\|title=Booking reports - SimplyBook.me		\|title=Booking reports - SimplyBook.me
	\|description=Generate detailed booking reports ~~to track performance~~ and ~~gain insights into your business~~. ~~Access the guide here!~~		\|description=Generate detailed booking reports and analytics. Filter by date, service, provider, client. Export data, view statistics, analyze booking trends and patterns.
	\|titlemode=append		\|titlemode=append
	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content

Admin at 12:02, 13 August 2025

2025-08-13T12:02:07Z

← Older revision		Revision as of 12:02, 13 August 2025
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	<br><br>		<br><br>
	=Visitor Counter=		=Visitor Counter=
	The results are shown on Dashboard page in your admin interface if the [[Visitor_Counter_custom_feature \| corresponding]] custom feature is enabled.<br>		The results are shown on Dashboard page in your admin interface if the [[Special:MyLanguage/Visitor_Counter_custom_feature \| corresponding]] custom feature is enabled.<br>
	It gives the option to track visits to your booking site.		It gives the option to track visits to your booking site.
	[[File:Visitor counter dashboard redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/55/Visitor_counter_dashboard_redesigned.png]]		[[File:Visitor counter dashboard redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/55/Visitor_counter_dashboard_redesigned.png]]
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	=Daily Report=		=Daily Report=
	allows to receive the list of bookings to your company email address on everyday basis.		allows to receive the list of bookings to your company email address on everyday basis.
	You need to enable [[Daily_Report_custom_feature \| Daily report]] custom feature to receive such information.<br>		You need to enable [[Special:MyLanguage/Daily_Report_custom_feature \| Daily report]] custom feature to receive such information.<br>
	You can set it to be sent during the morning hours, for example, and get prepared for the day.<br>		You can set it to be sent during the morning hours, for example, and get prepared for the day.<br>
	It is also possible to choose to receive the information on:		It is also possible to choose to receive the information on:
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	<li>unique booking code;</li>		<li>unique booking code;</li>
	<li>status (all bookings, cancelled bookings, non-cancelled bookings);</li>		<li>status (all bookings, cancelled bookings, non-cancelled bookings);</li>
	<li>payment status (if [[Accept payments custom feature\|accept payments]] feature is enabled);</li>		<li>payment status (if [[Special:MyLanguage/Accept payments custom feature\|accept payments]] feature is enabled);</li>
	<li>client promotion status (to see only subscribed of unsubscribed ones).</li>		<li>client promotion status (to see only subscribed of unsubscribed ones).</li>
	</ol>		</ol>
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	*send email/sms to your clients;		*send email/sms to your clients;
	*block, unblock or delete some clients if necessary;		*block, unblock or delete some clients if necessary;
	*navigate to merging client records page (if [[Client Login custom feature\|Client login]] feature is enabled)		*navigate to merging client records page (if [[Special:MyLanguage/Client Login custom feature\|Client login]] feature is enabled)
	*filter bookings by:		*filter bookings by:
	<ol style="list-style-type: circle;">		<ol style="list-style-type: circle;">
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	<li>client;</li>		<li>client;</li>
	<li>client promotional subscription status;</li>		<li>client promotional subscription status;</li>
	<li>whether the client(s) have used the client app (if [[Client mobile app\|client mobile app]] feature is enabled).</li>		<li>whether the client(s) have used the client app (if [[Special:MyLanguage/Client mobile app\|client mobile app]] feature is enabled).</li>

	<!--T:8-->		<!--T:8-->
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	[[File:Message log report new.png\|1200px\|center\|link=https://help.simplybook.me/images/3/37/Message_log_report_new.png]]		[[File:Message log report new.png\|1200px\|center\|link=https://help.simplybook.me/images/3/37/Message_log_report_new.png]]
	<br><br>		<br><br>
	The third tab, '''Contact widget report''' can be used when [[Contact Widget custom feature\|contact widget custom feature]] is enabled and allows to:		The third tab, '''Contact widget report''' can be used when [[Special:MyLanguage/Contact Widget custom feature\|contact widget custom feature]] is enabled and allows to:
	*view the list of messages left by clients or potential clients on the booking website and respond to them;		*view the list of messages left by clients or potential clients on the booking website and respond to them;
	*filter messages by:		*filter messages by:
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	<!--T:22-->		<!--T:22-->
	=Pending bookings list=		=Pending bookings list=
	You can access it from calendar page if [[Approve_Bookings_custom_feature \| Approve bookings]] custom feature is on.<br>		You can access it from calendar page if [[Special:MyLanguage/Approve_Bookings_custom_feature \| Approve bookings]] custom feature is on.<br>
	In this report you can:		In this report you can:
	*see/approve/decline pending bookings;		*see/approve/decline pending bookings;
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	<!--T:26-->		<!--T:26-->
	=Membership payments=		=Membership payments=
	You can see it in Reports//Membership payments. Can be accessed if [[Membership_custom_feature \| Membership]] custom feature is on.<br>		You can see it in Reports//Membership payments. Can be accessed if [[Special:MyLanguage/Membership_custom_feature \| Membership]] custom feature is on.<br>
	This report can allow you to:		This report can allow you to:
	*see memberships purchased by your clients;		*see memberships purchased by your clients;
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	-------------		-------------
	=Classes report=		=Classes report=
	Can be accessed in Reports//Classes report if you are using [[Classes_custom_feature \| Classes]] custom feature.<br>		Can be accessed in Reports//Classes report if you are using [[Special:MyLanguage/Classes_custom_feature \| Classes]] custom feature.<br>
	This report can give you the information on every class participants. <br>		This report can give you the information on every class participants. <br>
	Please filter the report by:		Please filter the report by:
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	<!--T:30-->		<!--T:30-->
	=Issued coupons=		=Issued coupons=
	Can be accessed if you are using [[Coupons_and_Gift_Cards_custom_feature \| Coupons & Gift cards]] custom feature.<br>		Can be accessed if you are using [[Special:MyLanguage/Coupons_and_Gift_Cards_custom_feature \| Coupons & Gift cards]] custom feature.<br>
	In this report you can:		In this report you can:
	*see which coupons were issued;		*see which coupons were issued;

Admin at 11:59, 13 August 2025

2025-08-13T11:59:09Z

← Older revision		Revision as of 11:59, 13 August 2025
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	<br><br>		<br><br>
	=Visitor Counter=		=Visitor Counter=
	The results are shown on Dashboard page in your admin interface if the [[~~Custom_Features#Visitor_Counter~~ \| corresponding]] custom feature is enabled.<br>		The results are shown on Dashboard page in your admin interface if the [[Visitor_Counter_custom_feature \| corresponding]] custom feature is enabled.<br>
	It gives the option to track visits to your booking site.		It gives the option to track visits to your booking site.
	[[File:Visitor counter dashboard redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/55/Visitor_counter_dashboard_redesigned.png]]		[[File:Visitor counter dashboard redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/55/Visitor_counter_dashboard_redesigned.png]]
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	=Daily Report=		=Daily Report=
	allows to receive the list of bookings to your company email address on everyday basis.		allows to receive the list of bookings to your company email address on everyday basis.
	You need to enable [[~~Custom_Features#Daily_Report~~ \| Daily report]] custom feature to receive such information.<br>		You need to enable [[Daily_Report_custom_feature \| Daily report]] custom feature to receive such information.<br>
	You can set it to be sent during the morning hours, for example, and get prepared for the day.<br>		You can set it to be sent during the morning hours, for example, and get prepared for the day.<br>
	It is also possible to choose to receive the information on:		It is also possible to choose to receive the information on:
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	<!--T:22-->		<!--T:22-->
	=Pending bookings list=		=Pending bookings list=
	You can access it from calendar page if [[~~Custom_Features#Approve_Bookings~~ \| Approve bookings]] custom feature is on.<br>		You can access it from calendar page if [[Approve_Bookings_custom_feature \| Approve bookings]] custom feature is on.<br>
	In this report you can:		In this report you can:
	*see/approve/decline pending bookings;		*see/approve/decline pending bookings;
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	<!--T:26-->		<!--T:26-->
	=Membership payments=		=Membership payments=
	You can see it in Reports//Membership payments. Can be accessed if [[~~Custom_Features#Membership~~ \| Membership]] custom feature is on.<br>		You can see it in Reports//Membership payments. Can be accessed if [[Membership_custom_feature \| Membership]] custom feature is on.<br>
	This report can allow you to:		This report can allow you to:
	*see memberships purchased by your clients;		*see memberships purchased by your clients;
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	-------------		-------------
	=Classes report=		=Classes report=
	Can be accessed in Reports//Classes report if you are using [[~~Custom_Features#Classes~~ \| Classes]] custom feature.<br>		Can be accessed in Reports//Classes report if you are using [[Classes_custom_feature \| Classes]] custom feature.<br>
	This report can give you the information on every class participants. <br>		This report can give you the information on every class participants. <br>
	Please filter the report by:		Please filter the report by:
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	<!--T:30-->		<!--T:30-->
	=Issued coupons=		=Issued coupons=
	Can be accessed if you are using [[~~Custom_Features#Coupons_.26_Gift_Cards~~ \| Coupons & Gift cards]] custom feature.<br>		Can be accessed if you are using [[Coupons_and_Gift_Cards_custom_feature \| Coupons & Gift cards]] custom feature.<br>
	In this report you can:		In this report you can:
	*see which coupons were issued;		*see which coupons were issued;

Admin at 08:55, 23 June 2025

2025-06-23T08:55:46Z

← Older revision		Revision as of 08:55, 23 June 2025
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	<!--T:4-->		<!--T:4-->
	=Booking details=		=Booking details=
	'''Video tutorial''' ~~[[File:Youtube-Logo.png\|link=https:/~~/~~www.~~youtube~~.com~~/~~watch?v=7Yt7rL9QEII]]~~		'''Video tutorial'''
			<p><youtube>7Yt7rL9QEII</youtube></p>

	<!--T:5-->		<!--T:5-->

Admin: Marked this version for translation

2025-05-19T09:18:32Z

Marked this version for translation

Show changes

Admin at 09:18, 19 May 2025

2025-05-19T09:18:25Z

← Older revision		Revision as of 09:18, 19 May 2025
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			<languages/>
			<translate>
	{{#seo:		{{#seo:
	\|title=Booking reports - SimplyBook.me		\|title=Booking reports - SimplyBook.me
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	\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content		\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content
	}}		}}
			</translate>
			<translate>


	<br><br>		<br><br>
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	<br><br>		<br><br>
	-------------		-------------
			</translate>
			<translate>

	=Daily Report=		=Daily Report=
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	<br><br>		<br><br>
	-------------		-------------
			</translate>
			<translate>
	=Booking details=		=Booking details=
	'''Video tutorial''' [[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=7Yt7rL9QEII]]		'''Video tutorial''' [[File:Youtube-Logo.png\|link=https://www.youtube.com/watch?v=7Yt7rL9QEII]]
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	<br><br>		<br><br>
	-------------		-------------
			</translate>
			<translate>

	=Client report=		=Client report=
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	<br><br>		<br><br>
	-------------		-------------
			</translate>
			<translate>

	=Report per specific client=		=Report per specific client=
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	-------------		-------------
			</translate>
			<translate>

	=Message report=		=Message report=
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	<br><br>		<br><br>
	-------------		-------------
			</translate>
			<translate>

	=Reviews list=		=Reviews list=
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	<br><br>		<br><br>
			</translate>
			<translate>
	<!---		<!---
	-------------		-------------
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	--->		--->
	-------------		-------------
			</translate>
			<translate>

	=Payment transactions report=		=Payment transactions report=
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	[[File:Payment transactions report new.png\|1200px \| center\|link=https://help.simplybook.me/images/5/58/Payment_transactions_report_new.png]]		[[File:Payment transactions report new.png\|1200px \| center\|link=https://help.simplybook.me/images/5/58/Payment_transactions_report_new.png]]
	<br><br>		<br><br>
			</translate>
			<translate>

	'''Recurring profiles''' tab allows to:		'''Recurring profiles''' tab allows to:
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	<br><br>		<br><br>
	-------------		-------------
			</translate>
			<translate>

	=Pending bookings list=		=Pending bookings list=
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	<br><br>		<br><br>
	-------------		-------------
			</translate>
			<translate>

	=Sales report=		=Sales report=
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	[[File:Sales report path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/0/05/Sales_report_path_redesigned.png]]		[[File:Sales report path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/0/05/Sales_report_path_redesigned.png]]
	<br><br>		<br><br>
			</translate>
			<translate>
	<!----		<!----
	-------------		-------------
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	<br><br>		<br><br>
			</translate>
			<translate>
	-------------		-------------
	=Classes report=		=Classes report=
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	[[File:Classes report new.png\|1200px \| center\|link=https://help.simplybook.me/images/7/79/Classes_report_new.png]]		[[File:Classes report new.png\|1200px \| center\|link=https://help.simplybook.me/images/7/79/Classes_report_new.png]]
	<br><br>		<br><br>
			</translate>
			<translate>
	-------------		-------------
	=Issued packages=		=Issued packages=
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	<br><br>		<br><br>
	-------------		-------------
			</translate>
			<translate>
	=Issued coupons=		=Issued coupons=
	Can be accessed if you are using [[Custom_Features#Coupons_.26_Gift_Cards \| Coupons & Gift cards]] custom feature.<br>		Can be accessed if you are using [[Custom_Features#Coupons_.26_Gift_Cards \| Coupons & Gift cards]] custom feature.<br>
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	<br><br>		<br><br>
	-------------		-------------
			</translate>
			<translate>
	=Personal data reports=		=Personal data reports=
	Can be accessed in Reports//Personal data reports after you retype your password.<br>		Can be accessed in Reports//Personal data reports after you retype your password.<br>
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	[[File:New gdpr report.png\|1200px\| center\|link=https://help.simplybook.me/images/f/fa/New_gdpr_report.png]]		[[File:New gdpr report.png\|1200px\| center\|link=https://help.simplybook.me/images/f/fa/New_gdpr_report.png]]
	<br><br>		<br><br>
			</translate>

Admin at 15:48, 6 December 2024

2024-12-06T15:48:12Z

← Older revision		Revision as of 15:48, 6 December 2024
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			{{#seo:
			\|title=Booking reports - SimplyBook.me
			\|description=Generate detailed booking reports to track performance and gain insights into your business. Access the guide here!
			\|titlemode=append
			\|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content
			}}

	<br><br>		<br><br>
	=Visitor Counter=		=Visitor Counter=

Admin: /* Visitor Counter */

2024-08-02T13:04:35Z

Visitor Counter

← Older revision		Revision as of 13:04, 2 August 2024
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	The results are shown on Dashboard page in your admin interface if the [[Custom_Features#Visitor_Counter \| corresponding]] custom feature is enabled.<br>		The results are shown on Dashboard page in your admin interface if the [[Custom_Features#Visitor_Counter \| corresponding]] custom feature is enabled.<br>
	It gives the option to track visits to your booking site.		It gives the option to track visits to your booking site.
	~~<nomobile>~~[[File:~~Visitor_counter_report~~.png \| center~~]]<~~/~~nomobile>~~		[[File:Visitor counter dashboard redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/5/55/Visitor_counter_dashboard_redesigned.png]]
	~~<mobileonly>[[File:M_visitor_counter_report~~.png ~~\| center~~]] ~~</mobileonly>~~
	<br><br>		<br><br>
	-------------		-------------

	=Daily Report=		=Daily Report=
	allows to receive the list of bookings to your company email address on everyday basis.		allows to receive the list of bookings to your company email address on everyday basis.

Admin: /* Sales report */

2024-08-02T13:03:37Z

Sales report

← Older revision		Revision as of 13:03, 2 August 2024
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	*items(bookings, packages, service add-ons, products, memberships, gift cards);		*items(bookings, packages, service add-ons, products, memberships, gift cards);
	*amount/quantity.		*amount/quantity.
	[[File:Sales report path ~~new navigation~~.png\|1200px \| center]]		[[File:Sales report path redesigned.png\|1200px \| center\|link=https://help.simplybook.me/images/0/05/Sales_report_path_redesigned.png]]
	<br><br>		<br><br>
	<!----		<!----
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	--->		--->
	-------------		-------------

	=Membership payments=		=Membership payments=
	You can see it in Reports//Membership payments. Can be accessed if [[Custom_Features#Membership \| Membership]] custom feature is on.<br>		You can see it in Reports//Membership payments. Can be accessed if [[Custom_Features#Membership \| Membership]] custom feature is on.<br>

Admin: /* Payment transactions report */

2023-07-31T14:11:33Z

Payment transactions report

← Older revision		Revision as of 14:11, 31 July 2023
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	=Payment transactions report=		=Payment transactions report=
	You can access it in Reports//Payment transactions. It allows you to see all payments related information in your system.<br>		You can access it in Reports//Payment transactions. It allows you to see all payments related information in your system.<br>
	In this report you can:		In this report you can use three tabs: Invoices, Recurring profiles, Outstanding balance.<br><br>
	*see all invoices created when the clients were booking the service;		In the first '''Invoices''' tab you can:
	*approve pending payments(if the clients selected “Pay later” on the booking site);		*see all invoices created when the clients were booking the service or purchasing packages, memberships, products for sale and/or gift cards;
			*apply coupons or gift cards to pending orders (if you are using Coupons &Gift cards custom feature);
			*approve pending payments(for example, if the clients selected “Pay later” on the booking site) using either default payment methods or, with SBPay.me Pro integration, use vaulted cards, send payment links or show QR code to pay;
	*see payment processor used;		*see payment processor used;
			*process refunds (if SBPay.me Pro integration is enabled);
			*view invoices details on SBPay.me side (if SBPay.me integration is enabled);
	*print invoices;		*print invoices;
			*delete invoices;
	*filter invoices by:		*filter invoices by:
	<ol style="list-style-type: circle;">		<ol style="list-style-type: circle;">
	<li>invoice date range;</li>		<li>invoice/order creation date range;</li>
	<li>invoice number;</li>		<li>invoice number;</li>
	<li>payment date range;</li>		<li>payment date range;</li>
			<li>payment due date range;</li>
	<li>client name;</li>		<li>client name;</li>
	<li>unique booking code;</li>		<li>unique booking code;</li>
	<li>status(new, pending, paid, cancelled, error);</li>		<li>status(new, pending, paid, cancelled, error);</li>
	<li>payment processor;</li>		<li>payment processor;</li>
	<li>user who has created the ~~item~~;</li>		<li>user who has created the record;</li>
	<li>payment received or not.</li></ol>		<li>payment received or not.</li></ol>
	*export payment information to Excel(using the filters if needed);		*export payment information to Excel or .csv (using the filters if needed).
			[[File:Payment transactions report new.png\|1200px \| center\|link=https://help.simplybook.me/images/5/58/Payment_transactions_report_new.png]]
			<br><br>

			'''Recurring profiles''' tab allows to:
	*view/cancel membership recurring profiles;		*view/cancel membership recurring profiles;
			*prolong recurring profiles issued from admin side;
	*filter membership profiles by:		*filter membership profiles by:
	<ol style="list-style-type: circle;">		<ol style="list-style-type: circle;">
	<li>start date range;		<li>membership name;</li>
	<li>cancellation date range;		<li>start date range;</li>
	<li>next payment date range;		<li>cancellation date range;</li>
	<li>last payment ~~profile~~ range;</li>		<li>next payment date range;</li>
	<li>client ~~name~~;</li>		<li>last payment date range;</li>
			<li>client record;</li>
	<li>status(active, pending, cancelled, suspended, error);</li>		<li>status(active, pending, cancelled, suspended, error);</li>
	<li>user who cancelled the profile.</li></ol>		<li>user who cancelled the profile.</li></ol>
	*export membership profiles data to Excel(using the filters if needed);		*export membership profiles data to Excel or .csv (using the filters if needed).
			[[File:Recurring profiles new.png\|1200px\|center\|link=https://help.simplybook.me/images/9/93/Recurring_profiles_new.png]]

			<br><br>
			The third, '''Outstanding balance''', tab allows to:
	*see outstanding balance per client;		*see outstanding balance per client;
	*filter outstanding balance by amount and/or client;		*filter outstanding balance by amount and/or client;
	*export outstanding balance data to Excel(using the filters if needed).		*export outstanding balance data to Excel or .csv (using the filters if needed).
	[[File:~~Payment transactions~~ report new.png\|1200px \| center\|link=https://help.simplybook.me/images/5/58/~~Payment_transactions_report_new~~.png]]		[[File:Outstanding balance report new.png\|1200px\|center\|link=https://help.simplybook.me/images/f/f5/Outstanding_balance_report_new.png]]

	<br><br>		<br><br>
	-------------		-------------

	=Pending bookings list=		=Pending bookings list=
	You can access it from calendar page if [[Custom_Features#Approve_Bookings \| Approve bookings]] custom feature is on.<br>		You can access it from calendar page if [[Custom_Features#Approve_Bookings \| Approve bookings]] custom feature is on.<br>