Icons

• Negative Account Balance Icon - this icon will display beside the names of clients who have a negative account balance with your business. Hover over the icon to see the client's balance.
• Positive Account Balance Icon - this icon will display beside the names of clients who have a positive account balance. Hover over the icon to see the client's balance.
• Alert Icon - this icon will display beside the names of clients with alerts. The Alert Field on each clients' Profile Screen can be used to leave important notes about a client account. Generally the yellow alert is reserved for reminders of less importance, like "Left his ID card at the front desk," as the red Staff Alert Icon (see below) implies more urgency.
• Class Test Icon - this icon will display beside the names of clients on the Class Sign In Screen. Click the icon to complete or review the test.
• Client Birthday Icon - indicates that the current day is the client's birthday, a function of the Birthday Field on the Client Profile Screen.
• Client Notes Icon - this icon will display on the Retail Screen beside the names of clients with notes entered into the Client Notes Field on his or her Profile Screen.
• Display Photo Icon - this icon will display class and workshop sign in screens beside the names of clients who have photos uploaded to their profile screens. Click the icon to display the client's photo on the sign in screen.
• Email Icon - use this icon to send emails or receipts to your clients. Hover over the icon to verify what will be sent.
• First Visit Icon - this icon will display beside the names of clients making their first visit to your business.
• Shares Series Icon - this icon will display next to the name of the purchaser of someone else's service; hover your mouse over the icon to see that the purchase was for another client.
• Help Content Icon - this icon will display beside the names of various screens throughout the MINDBODY System and serve as a direct link to help content related to the screen on which it's found.
• Mobile Phone Icon - this icon will display beside mobile phone numbers.
• Print Icon - use this icon to print schedules, reports, or other data as it appears in the MINDBODY System. To learn about printing through Microsoft Excel, click here.
• Requested Staff Icon - this icon will display on the appointment schedule beside the names of clients who have specifically requested the staff member associated with their appointments
• Staff Alert Icon - this icon will display beside the names of clients with staff alerts. The Staff Alert Field on each clients' Profile Screen can be used to leave important notes about a client account. Generally the red Staff Alert Icon is reserved for notes requiring more urgency than the yellow Alert Icon implies.
• Tech Tip Icon - this icon will display beside the names of various features throughout the MINDBODY System. Hover over the icon to view tech tips related to the feature.
• Training Movie Icon - you'll notice this icon on several screens throughout your site. Click it to be linked to short educational videos that will explain how to use each screen on which it appears. To view the entire library of training movies, click here.
• Unpaid Appointment Icon - this icon will display beside clients' names who have appointments booked that they haven't paid for.

You'll notice the following icons sprinkled on many of your report's filters:

 

 

• Export to Excel - To learn about exporting reports to Excel, then click here.
• Tag Clients (Add) - Click here to learn about tagging clients.
• Tag Clients (New) -  Click here to learn about tagging clients.
• Untag Clients - Click here to learn about tagging clients.
• Export to PDF - This will format all of the Payroll information that you just generated into a PDF file that can be saved onto your computer. For our clients that use Apple computers and found that printing this report from the Safari browser was causing formatting issues with the right margin, printing directly from the exported PDF will solve your earlier print issues.
• Save Report - Click here to learn about using the Save Report Button.

 

Date Filters 

1. Calendar Months - click the month arrow to set the date range to the previous calendar month, click the quarter arrow to set the date range to last quarter (1/31 - 3/31, 4/1 - 6/30, 7/1 - 9/30, 10/1 - 12/31), click the day arrow to set the date range to the previous day (for example, if it is 5/1/2006, clicking the year arrow moves the date range to 1/1/2005 - 12/31/2005).
2. To Date - click the month button to set the date range to the start of the current month to date, click the quarter button to set the date range the start of  the current quarter to date, click the year button to set the date range to the start of the current year to date, click the today button to set the date range to today's current date.
3. Rolling AverageClick these arrows, and the report's Start and End Dates automatically populate with the corresponding dates. For example, if it's March 26th and you click the rolling average's 7 arrow, the Start Date will automatically be set to March 20th and the end date to March 26th, covering the past seven days. We call these "rolling average" arrows because if you run the report after clicking the same arrow ( 7, 30, 90, 365) day after day --- and then average those numbers at the end of a long period -- you'll have more comprehensive idea of how much you make per week, month, quarter, and year. This report doesn't actually average your data. You will want to average the numbers this report returns on an outside document (e.g., Excel Spreadsheet). Over time, the data will weed out outlier days (e.g., big sale days, days when no one came in, days that you were closed for remodeling), giving you a clear idea of how much you make per week, month, quarter, or year. - click the 7 day arrow to move the date range to the past 7 days, click the 30 day arrow to move the date range to the past 30 days, click the 90 day arrow to move the date range to the past 90 days, click the 365 day arrow to move the date range to the past year.