Appointments
Review volume, statuses, revenue, services, staff, dates and locations to understand appointment activity.
DETAILED BUSINESS REPORTING
See the numbers.
Understand the business.
Explore what is happening across appointments, billing, services, stock and clients. Move from the bigger picture to the records behind it, all within your Ordime workspace.
Built for the way clinics, salons and practices work.Performance overview
See how your business is moving.
Revenue
$24,580
↑ 18.4% from August
Appointments
186
Across all locations
New clients
32
This month
Revenue trend+18.4%
APRMAYJUNJULAUGSEP
Revenue is up 18.4%Compared with August
01Seven connected reporting areas02Filters that focus the view03Trace figures back to records
A MORE CONNECTED WAY TO WORK
Start with a question.
Get closer to the answer.
Use reports to explore trends, totals and the underlying detail without rebuilding your operational data in spreadsheets.
- 01
Choose a report
Open appointments, invoices, payments, services, inventory, customer spend or gift cards.
- 02
Focus the view
Apply date ranges, statuses, locations and the filters available for that report.
- 03
Review the picture
Read summary cards, charts, trends, breakdowns and tables together.
- 04
Go to the source
Open the operational records behind report rows to understand the detail.
USEFUL DETAIL, WITHIN REACH
The overview matters.
So does what sits behind it.
A total is a useful starting point. Filters and record-level detail help you understand what contributed to it and where follow-up may be needed.
- Look at a relevant periodUse date ranges to focus on the time frame you want to review.
- Bring location into the pictureFilter by location where the report supports it, keeping site-level context visible.
- Follow the figures backMove from report rows into appointments, invoices, payments, products and other underlying records.
From a summary to the detailIllustrative example
Report areaInvoices
Date rangeThis month
LocationNewcastle Clinic
StatusUnpaid
Next stepReview underlying invoices
Example report context. Available filters vary by report.
THE DETAILS THAT MAKE A DIFFERENCE
Seven ways to look.
One connected business.
Explore the records your team creates as it schedules appointments, serves clients and manages the business.
Invoices
See paid, unpaid, overdue, partial, void and issued invoice outcomes, with context for billing follow-up.
Payments
Review collected payments, refunds, payment methods, providers, dates and location context.
Services
Understand service demand, revenue, duration and bookings across staff, categories and locations.
Inventory
Use product and stock records to review inventory and retail performance.
Customer spend
Explore client value, purchasing patterns and revenue contribution across the business.
Gift cards
Access the dedicated gift card reporting area alongside your other operational reports.
PART OF THE BIGGER PICTURE
Useful on its own.
Better, connected.
Bring the details together with the tools your team uses every day.
Which reporting areas are included?
Ordime includes report areas for appointments, invoices, payments, services, inventory, customer spend and gift cards.
Can reports be filtered by location?
Yes, where relevant to the report. Date ranges, statuses, locations and report-specific filters help narrow the view.
Can I open the records behind a report?
Yes. Reports can link back to the underlying operational records, including appointments, invoices, payments and products.
Do reports include charts as well as tables?
Reporting views bring together summary cards, trends, charts, breakdowns and report tables, depending on the report area.
Can I review unpaid invoices and refunds?
Yes. Invoice reporting covers paid, unpaid, overdue, partial, void and issued outcomes. Payment reporting includes collected payments and refunds.
MAKE ROOM FOR WHAT YOU DO BEST
A clearer picture.
A more informed next step.
Make sense of your business with connected reporting.
Get started with OrdimeView pricing