The Reports section contains service information needed to contact Altegio Support, as well as information about reviews, messages, and calls; details on recent appointments and visits; data on which appointments were created during a selected period and who created them (a receptionist or a client); the source of the online booking; which professional and service were booked; client details, and more.
Access-rights configuration lets you control who can view this data.
For example, a receptionist may have access to the Analytical Reports> All Reports > Visits section and they can view the appointment list (the list shows only today’s appointments and does not include clients’ phone numbers).
Setup #
- Go to Settings > Team, select the required team member, and open the Access tab.
- Find the required permission block and enable it using the toggle, then click the “Reports” section block and enable the specific permissions you want to grant the team member.
To save changes, click Save in the bottom-right corner.
More details about each permission #
- Main Dashboard
This permission grants the team member access to Analytical Reports > Main Dashboard.
- View the list of bookings
This permission grants access to Analytical Reports > Appointments and Analytical Reports > Events, but without showing phone numbers and without the ability to export data to Excel.
Limit the viewing period
Specify how far back a team member can view the appointment and event history. This helps prevent “looking back” and analyzing historical data, reducing the risk of errors in financial reporting.
You can limit access to a period from 1 day to 6 months, leave it unlimited, or completely block history viewing.
Export a list of bookings to Excel
Allows the team member to export available appointments to Excel in Analytical Reports > Appointments.
Show phone numbers in bookings
Enable this option so the team member can see clients’ phone numbers in Analytical Reports > Appointments.
- Events
- Visits
Show phone numbers in the summary
Enable this option if the team member needs to see clients’ phone numbers in Analytical Reports > All Reports> Visits.
- Return rate
Allows to view return rate analytics.
- Team members workload
Allows to view workload data for team members.
- Admin Analytics
Allows to access administrative analytics.
- Sales by team members
Allows to view sales statistics by team members.
- Team performance over time
Allows to view changes in team performance over time.
- Sales by services
Allows to view sales analytics by service.
- Sales by clients
Allows to view sales analytics by client.
- Promotions
Allows to access analytics related to promotions.
- View reviews
Allows to view client reviews.
- Delete reviews
Allows to delete reviews.
This permission is nested and is available only if View reviews is enabled.
- View the detail of messages
This permission grants access to Analytical Reports > Messages, allowing the employee to view the history of all sent messages — both to clients and to team members.
Without the Show phone numbers in messages permission, phone numbers in the details are hidden, but the recipient’s email is still displayed (if the message was sent to email).
Also, if the employee notification settings include Send the client’s name and phone number, the client’s number will be visible in the sent message details.
Export message details to Excel
Allows the employee to export data from Analytical Reports > Messages to Excel.
Show phone numbers in messages
Allows viewing client phone numbers in the Contacts column in Analytical Reports > Messages.
- View reviews
This permission grants access to Analytical Reports > Reviews, allowing the team member to use almost all section features except deleting reviews.
Delete reviews
Allows the team member to delete any reviews about the location or its team members.
- “Calls” section
Grants access to Analytical Reports > Call Logs, but without showing phone numbers and without the ability to export data to Excel.
Access to download calls as Excel
Allows exporting the call list to Excel.
Show client phone numbers
Enable this option so the team member can see phone numbers in Reports > Call Logs.
