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Reports, automation & integrations

Reports and report builders, workflow automation, webhooks, the API and external systems.

Articles: 7

Every guide in this category, in reading order.

Reports and report builders The reports that exist in IDup, and the ways to build one that does not: advanced…
Appointment reports Key figures for your appointments: cancellations, no-shows, utilisation, booking channels and revenue, with export.
Dashboards and widgets Your start page shows what needs you today, your key figures and your day, built from…
Customise your start page Show or hide sections, change their order and size, add more building blocks and set a…
Workflow automation Rules that do the routine part of task work, so a person only handles the exception.
Webhooks and connecting other systems Send an event out of IDup the moment it happens, and find the other ways to…
Utilities and housekeeping The tools that belong nowhere else: exports, media, announcements, backups and the logs.

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