See appointment and staff reports
View lists and totals of your appointments, staff payments and sent SMS, and download them.
Reports show your appointments, what each staff member has taken in, and how many SMS you sent.
Open the reports
Open Reports in the Appointment part of Dineout Partner. The page is called Reports and lists the reports you can open. Click one to open it.
Which reports you see depends on your permissions. Reports for orders, items and settlements are also in this list. They are covered in the Payments and reports articles.
Appointments
A list of your appointments for the dates you choose.
- Choose a date range at the top. You can include the time.
- Use the filter to narrow the list by location, appointment status or where the appointment came from.
- Search the list, sort it, and pick columns.
- Columns include ID, OrderId, Status, Name, Email, Phone, SSN, Start Time, Total and Paid.
- Download the list as CSV or XLS. The files are called appointments.csv and appointments.xlsx. The CSV has ID, OrderId, Status, Name, Email, Phone, SSN and Start Time.
Staff Summary
Payment totals for each staff member. You can filter by date, location, category, menu, staff member, billing profile and payment provider. Each row is a staff member. Columns include the totals for services and items with and without VAT, split by how they were paid.
Staff Transactions
Each line item for one staff member. Pick a staff member first. The page says Select a staff member to view transactions until you do. Columns include Order closed at, Order ID, Item, Qty and the totals.
SMS report
The Sms report shows SMS sent per resource.
- Filter by Resource, SMS Type, Start Date and End Date.
- The cards show Total SMS Sent, Active Resources, Average per Resource and Active Days.
- The table shows Resource ID, Resource Name, Sent Date, Order ID and Quantity.
- Use Download CSV to download it.