Appointment Demographic Report
Appointment Demographic Report
The Appointment Demographic Report provides a detailed view of appointments within a selected date range. It can be used to review past or upcoming appointments and analyze trends based on different filters.
To generate the report, enter a begin date and end date, then click Generate. The report can be run with or without filters.
Filter Options:
Appointment Status - Booked, Complete, Canceled, No-Show, Conflicting, Checked In, Called, Confirmed, or Reminder Sent
All Services - Filter by service groups or individual services. Each service group will appear with the services listed beneath it, allowing you to select an entire group or specific services within that group.
All Workers - Displays a list of all active workers and allows the report to be filtered by one or more workers.
All Appointment Types - These are Inspire internal appointment types and includes; New Client, Booked Online, Rebooked, and Standing Appointment.
All Visit Types - These are custom visit types created within your system and selected when creating an appointment/ticket. For more information, see Setup Client Preferences.
Below each filter section, totals will display whether filters are selected or not. These totals include both quantity counts and percentages. Percentages represent the total value relative to the overall results for that filter category.
Date - Displays the date and time of the appointment.
Status - Shows the appointment status included in the report.
Client Name - Displays the client’s first and last name.
Service Worker - Shows the service or services booked for the appointment. The worker assigned to perform each service will appear in parentheses.
Appointment Type - Indicates the Inspire appointment type such as New Client, Booked Online, Rebooked, or Standing Appointment.
Visit Type - Displays the custom visit type selected when the appointment was created. If no visit type was selected, this field will appear blank.
Service Totals - Shows the total value of services included in that appointment.
Product Count / Totals - Displays the quantity of products purchased and the total value of those products associated with that appointment.
Ticket Total - The total value of the ticket, combining both service totals and product totals.
The report can be sorted by:
Date, Appointment Status, Client Name, Ticket Total, Product Count, or Product Amount. Most columns sort in descending order, while Client Name and Appointment Status sort alphabetically
Summary Totals Include:
Service Totals – The total value of all services included in the report results.
Product Count / Totals – The total quantity of products sold and the total value of those products.
Ticket Totals – The combined total value of all tickets (services and products).
The report will also display averages for the results shown:
Average Service Totals – The average service value per appointment included in the report.
Average Product Count / Totals – The average quantity and value of products per appointment.
Average Ticket Totals – The average total ticket value per appointment.
The report can be exported or printed for additional review.
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