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How to view and download reports in Timely

  • Updated

In this article, you’ll learn how to view, edit, and download reports in Timely, as well as how to run, sort, refresh, and update them. Reports are a great way to know your business, and understand what makes your salon work, and what doesn't. 

 

Important update: We heard your feedback that finding the settings button to filter and customise reports was tricky, as the icon was too subtle. We're now replacing the small "cog" icon with a clear button labeled Settings.

 


How to run reports in Timely

1 Click the reports tab in the main menu.

 

2 Chose your report from the drop-down list, check out our Getting started with Timely reports guide for more information on what reports are available.

 

3 Adjust any available parameters to personalise your report such as a date range (use a preset or specify a date range), staff and location selectors. Other reports may have different filtering options.

 

4 Click view report to see the results.

 

 


How to print or export a report

 

1 Click the print button to print a copy of this report. To export or download the report, click the Excel, Word, PDF, or CSV buttons.

 

Timely tip: We recommend the CSV format for any reports you'd like to use in a spreadsheet software.

 

 

 

How to sort your results

 

1 Re-sort the information on the report by clicking any black double-arrow next to the column header you wish to sort by.

 

 

How to refresh a report

1 To refresh the report results, click the refresh icon.

 

 

How to update your report settings

You can choose which appointment statuses are included in your reports by default. To change these settings, follow the steps below:

 

1 Click the settings option on the right hand side:

 

2 Choose which statuses are used by all of these reports by checking or unchecking the boxes.

 

3 Click save to apply your changes.

 

Timely note: Changes to your report settings (as above) will take roughly 24 hours to be reflected.

 

 

 

By downloading Timely reports, you can effortlessly manage stock-takes and print off day-sheets, while also gaining the flexibility to export client lists for targeted marketing. These downloads allow you to easily upload your details into third-party software and further help you understand how your business is performing alongside your advisers and business coaches.

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