Client's report: Difference between revisions

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IN DEVELOPMENT
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This report allows you to view different reports that exist in the system, but filtered per one specific client in one convenient place.<br>
The following reports are available:
* Booking details
* Payment transactions
* Recurring profiles
* Outstanding balance
* Memberships
* Packages
* SMS
* Message log
* Tickets
* Loyalty points
<br><br>
You can apply various filters per tab, view details or export to xls/csv formats.
[[File:Reports per client.png|1200px|center|link=https://help.simplybook.me/images/9/90/Reports_per_client.png]]
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Revision as of 13:07, 28 July 2023



This report allows you to view different reports that exist in the system, but filtered per one specific client in one convenient place.
The following reports are available:

  • Booking details
  • Payment transactions
  • Recurring profiles
  • Outstanding balance
  • Memberships
  • Packages
  • SMS
  • Message log
  • Tickets
  • Loyalty points



You can apply various filters per tab, view details or export to xls/csv formats.