Booking reports/fr: Difference between revisions

Les résultats s'affichent sur la page Tableau de bord de votre interface d'administration si la fonctionnalité personnalisée [[Custom_Features#Visitor_Counter | correspondante]] est activée.<br>

Vous devez activer la fonctionnalité personnalisée [[Custom_Features#Daily_Report | Rapport quotidien]] pour recevoir ces informations.<br>

'''Tutoriel vidéo''' [[File:Youtube-Logo.png|link=https://www.youtube.com/watch?v=7Yt7rL9QEII]]

 

<li>statut de paiement (si la fonctionnalité [[Accept payments custom feature|d'acceptation des paiements]] est activée) ;</li>

*accéder à la page de fusion des dossiers clients (si la fonctionnalité [[Client Login custom feature|de connexion client]] est activée)

<li>si le(s) client(s) a (ont) utilisé l'application client (si la fonctionnalité [[Client mobile app|d'application mobile client]] est activée).</li>

Le troisième onglet, '''Rapport du widget de contact''', peut être utilisé lorsque [[Contact Widget custom feature|la fonctionnalité personnalisée du widget de contact]] est activée et permet de :

Vous pouvez y accéder depuis la page du calendrier si la fonctionnalité personnalisée « [[Custom_Features#Approve_Bookings | Approuver les réservations]] » est activée.<br>

Vous pouvez les consulter dans Rapports//Paiements d'abonnement. Accessible si la fonctionnalité personnalisée [[Custom_Features#Membership | Abonnement]] est activée.<br>

=Classes report=

Can be accessed in Reports//Classes report if you are using [[Custom_Features#Classes | Classes]] custom feature.<br>

This report can give you the information on every class participants. <br>

Please filter the report by:

*class name;

*class date;

*class start time;

*canceled/non-cancelled bookings.

You will be able to see who has applied to take part in the particular class, their names, emails, phone numbers, as well as who has created bookings for them(the client himself or it was added by some system user) and if the client has booked your services/classes before.

=Issued packages=

You can see it in Reports//Issued packages if you are using Packages custom feature.<br>

In this report you can:

*see which packages were purchased/issued;

*packages statuses;

*filter the packages by:

<li>client name;</li>

<li>user name who has issued the package;</li>

<li>service/product/service add-on included in the package;</li>

<li>package duration;</li>

<li>price range;</li>

<li>is the package visible on the booking site or not;</li>

<li>status(Active, cancelled, error).</li></ol>

*export the data to Excel(using the filters if needed).

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=Issued coupons=

Can be accessed if you are using [[Custom_Features#Coupons_.26_Gift_Cards | Coupons & Gift cards]] custom feature.<br>

In this report you can:

*see which coupons were issued;

*see coupons statuses(Valid or not valid, used, outdated);

*filter the coupons by:

<li>client name;</li>

<li>user who has issued the coupon;</li>

<li>discount type;</li>

<li>coupon visible on the booking site or not ;</li>

<li>service the coupon is related to.</li></ol>

*see gift cards issued;

*filter the results by:

<li>client name who used the card;</li>

<li>client name who purchased the card;</li>

<li>gift card discount type;</li>

<li>user who issued the card;</li>

<li>service the gift card is related to;</li>

<li>price range;</li>

<li>gift card duration;</li>

<li>gift card visible on the booking site or not;</li>

<li>gift card status(valid, outdated, used).</li></ol>

=Personal data reports=

Can be accessed in Reports//Personal data reports after you retype your password.<br>

It is divided in three sections:

*Client report;

*Users report;

*Company report.

Each section can give you all the details about the data that is stored in the system on the corresponding entity.<br>

For example, you can create a report on some customer or an employee who has requested the information and then provide these details to him/her.<br><br>