Reports Tab in MB
Reports To Save in MB
Sales by Rep Report - How to Create & Look
Sch@Glance Report - For Consults Today
Sch@Glance for Pt's Not Checked Out Report - How to Create & Look
HOME PAGE for CLIENT DASHBOARD
Create and save 2 Reports
Mindbody Reports >>Sales >>Sales (again) >>
Make sure the date is correct (usually today’s date)
Check - All Categories; All Reps; All Payment Methods; Include autopays; All Employees, Detail and Cash Basis
Click Generate >> Export the report to pdf (click the icon)
REPORTS
• Reports – how to read several reports
• Sales, Sales by Rep, Pts Not Checked out, Contact log etc.
Reports To Save in MB
Sales by Rep Report - How to Create & Look
Sch@Glance Report - For Consults Today
Sch@Glance for Pt's Not Checked Out Report - How to Create & Look
HOME PAGE for CLIENT DASHBOARD
Create and save 2 Reports
- Sales by Rep report - daily & monthly accrual
- Sch @ Glance - Pts Not Checked out = ‘Arrived’ Report
Mindbody Reports >>Sales >>Sales (again) >>
Make sure the date is correct (usually today’s date)
Check - All Categories; All Reps; All Payment Methods; Include autopays; All Employees, Detail and Cash Basis
Click Generate >> Export the report to pdf (click the icon)
REPORTS
• Reports – how to read several reports
• Sales, Sales by Rep, Pts Not Checked out, Contact log etc.