Please create a search criteria attribute to run reports based on appointment scheduled date.
When running reports I compare my weeks and months worth of income data and there are times when orders remain open for some reason (like when I keep my order open until I'm certain I'm paid - at times people paying electronic payment I may have to follow up or pending payment if combining with another service the next day for example), going into the next day. This skews reporting when I want to run reports based on actual day of the appointment and not when the order was closed.
Maggie Potempa
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Maggie Potempa
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To elaborate, I'm closely following my business numbers but there are just times when an order is open until the next business day. It's just me working independently so using the software is wonderful but I don't always have someone helping me to check out my clients and I'm running to the next client. Orders are always closed out and paid...it sometimes just lingers to the next day - the main reason for this is because I keep track of my electronic payment gratuity in the system as well by adding it manually before closing the order so this is a much better way of keeping track of all my numbers in one location - and sometimes clients may just not get to paying until later in day or I may have to follow up...or I get tired and get to closing orders the next morning when I have time.