Setmore keeps track of all your appointment data from your very first appointment and onward. The Basic Reporting feature allows you to recall this information and filter it by timeframe, a specific service, or a specific team member. You can also download a .XLS file of the data, either for record-keeping purposes, or to plug into spreadsheet software for more robust data sifting.
Note that you may only generate reports in the browser version of Setmore. This feature is not currently available in the mobile Setmore app for iOS or Android.
Generate your appointment history
To get started, log into the Setmore web app at https://my.setmore.com.
- First, go to Settings > Account > Basic Reporting.
- Next use the dropdown menus to specify a Start Date, End Date, or to filter results by Services, Staff, or Classes. Click Generate Report to pull your data (it may take a few moments to load).
Pro tip: For best results, limit your date range to no more than 3 months at a time.
- Use the column headers to sort your data by ascending or descending order.
- Lastly, click the Export as .XLS button to download a spreadsheet of your data.