Booking reports/fr: Difference between revisions

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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>

In the second tab, '''Message log''' you can:

*view promotional message log and messages statuses(sent, retry, new, sending, error);

*filter messages by:

<li>date range;</li>

<li>status;</li>

<li>recipient name;</li>

<li>sent via email or sms;</li>

<li>email address or phone number depending on the gateway.</li>

*retry sending the messages to customers;

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

The third tab, '''Contact widget report''' can be used when [[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;

*filter messages by:

<li>date range;</li>

<li>client name;</li>

<li>client phone;</li>

<li>client email;</li>

<li>message text.</li>

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

=Reviews list=

You can find a list of all feedback posts your clients left in Reports//Reviews.<br>

In this report you can:

*filter reviews by:

<li>client name;</li>

<li>subject;</li>

<li>message;</li>

<li>date range when the review was added;</li>

<li>rate.</li></ol>

*export the reviews to Excel or .csv(use the filters if necessary and choose which columns to export);

*reply to your customers’ reviews (the replies will be visible to clients);

*delete reviews if necessary.

=Voice bookings report=

<nomobile>[[File:Voice_bookings_report.png | center]]</nomobile>

<mobileonly>[[File:M_voice_bookings_report.png | center]]</mobileonly>

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=Payment transactions report=

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 use three tabs: Invoices, Recurring profiles, Outstanding balance.<br><br>

In the first '''Invoices''' tab you can:

*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;

*process refunds (if SBPay.me Pro integration is enabled);

*view invoices details on SBPay.me side (if SBPay.me integration is enabled);

*print invoices;

*delete invoices;

*filter invoices by:

<li>invoice/order creation date range;</li>

<li>invoice number;</li>

<li>payment date range;</li>

<li>payment due date range;</li>

<li>client name;</li>

<li>unique booking code;</li>

<li>status(new, pending, paid, cancelled, error);</li>

<li>payment processor;</li>

<li>user who has created the record;</li>

<li>payment received or not.</li></ol>

*export payment information to Excel or .csv (using the filters if needed).

'''Recurring profiles''' tab allows to:

*view/cancel membership recurring profiles;

*prolong recurring profiles issued from admin side;

*filter membership profiles by:

<li>membership name;</li>

<li>start date range;</li>

<li>cancellation date range;</li>

<li>next payment date range;</li>

<li>last payment date range;</li>

<li>client record;</li>

<li>status(active, pending, cancelled, suspended, error);</li>

<li>user who cancelled the profile.</li></ol>

*export membership profiles data to Excel or .csv (using the filters if needed).

The third, '''Outstanding balance''', tab allows to:

*see outstanding balance per client;

*filter outstanding balance by amount and/or client;

*export outstanding balance data to Excel or .csv (using the filters if needed).

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

In this report you can:

*see/approve/decline pending bookings;

*filter them by:

<li>booking date;</li>

<li>client name;</li>

<li>provider name;</li>

<li>service name;</li>

<li>unique booking code.</li></ol>

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

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Can be accessed in Reports//Sales report section. It can give you various charts, tables and diagrams on sales statistics.<br>

This report can help you to analyze:

*popular income sources;

*payment processors mostly used by your clients(if you have several);

*top providers;

*clients who paid more;

*income amount.<br>

You can filter the results by:

*time(day, week, month, year, all time);

*items(bookings, packages, service add-ons, products, memberships, gift cards);

=Sales&Tax=

=Membership payments=

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

This report can allow you to:

*see memberships purchased by your clients;

*cancel memberships;

*approve pending memberships;

*view invoices related;

*filter memberships by:

<li>start date range;</li>

<li>end date range;</li>

<li>invoice date range;</li>

<li>invoice number;</li>

<li>membership name;</li>

<li>client name;</li>

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

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

=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>