Revenue and appointment reports (users, locations, customers) Praxis Kasse Desk

Four reports break down appointments and revenue by user, location, or customer, each filtered by date range.

Benötigte Lizenz

The detailed user report and the location report require the Extended Journaling add-on for Praxis, Kasse, and Desk.

Where do I find the reports?

All four reports live in the Journaling menu:

• Report shows the revenue overview over time.
• Users shows appointments and revenue per user.
• Locations shows appointments and revenue per location.
• Customer appointments shows appointments and course participations per customer.

Requirements

• The Users (detail) and Locations reports require the Extended Journaling add-on.
• Report needs the Rechnungen Journaling: Anzeigen permission.
• Users needs the Report Benutzer permission.
• Locations needs the Report Standort permission.
• Customer appointments needs the Report Kunde permission.

Filters

All four reports filter by date range. If you have multiple accounts or cooperations, you also pick the account or tenant.

Data table

• Report: columns Period, Amount, Open, Created at.
• Users and Locations each offer two views:
  • Appointments view: Name, Customer, Start, End, Price, Count, Duration.
  • Revenue view: Name, Customer, Date, Invoice/Receipt, Price, Count, Gross, Net.
  • Locations adds the Location/Address column.
• Customer appointments: lists each customer's appointments and course participations for the selected period.

Note: These legacy reports don't have a configurable column editor. If you need a flexible appointment list with selectable columns and Excel export, see Analyze and export appointments.

Permissions

• Report: Rechnungen Journaling: Anzeigen
• Users: Report Benutzer
• Locations: Report Standort
• Customer appointments: Report Kunde