Download your data as a spreadsheet

Analytics can turn any date range into a CSV or Excel file — handy for checking payroll, doing tax paperwork, or keeping a record of what your staff worked.

1. 1

   Open Analytics and set the dates

   Go to Analytics and choose the period at the top of the page. Everything you download uses that range.

2. 2

   Open the Export tab

   It is the last tab along the top of Analytics. Export

3. 3

   Tick what you need

   You can include a revenue summary, staff performance, a services breakdown, appointment statistics, a detailed bookings list, a detailed payments list, client analytics, and a day-by-day breakdown.

4. 4

   Staff performance is the one for checking work

   For each person it gives revenue, appointments booked and completed, no-shows and no-show rate, shifts worked, the hours their shifts made available, the hours actually booked, and their utilization rate.

5. 5

   Choose CSV or Excel and download

   Excel keeps each data set on its own sheet; CSV gives you plain files you can open anywhere. Export