📝 Overview

The Appointment Report allows users to retrieve Appointment and Customer details based on selected criteria. Users can select specific items or groups of items to organize data in a way that best meets their reporting needs.

⚠️ Please note: The Appointment Report is available to:

Headquarters Administrators
Location Administrators
Location Users (when enabled in Settings)

📊 Appointment Report Uses

The Appointment Report allows users to view, export, print, and analyze appointment and customer details, track appointment activity, identify availability, and save report settings for future use.

🛠️ Accessing the Appointment Report

Below are the steps to access the Appointment Report.

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Access the Appointment Report

Click the Reports tab.
Select Appointment Report.

🔍 Filtering Appointments

The Filter section at the top of the Appointment Report allows you to customize which data is included. You can filter by dates and categories to refine your results.

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View Appointment details based on a specific Location or all Locations (if there are multiple sub-locations).
Report on up to one year of Appointment data based on either Appointment Date or Created Date.
Select Appointment Types you'd like included in the Appointment Report.
Select a specific Staff Member or Service from drop-down lists to limit results.
Select Staff Member Types you'd like included in the Appointment Report.
Select specific Customers to limit results.
Select one or more Appointment Status types (such as Cancelled or No Show).
Select Created By to filter Appointments on created by a certain Staff Member or via Customer View.

⚠️ Please note: Running reports with large data sets may cause a connection timeout and display an Internal Server Error. If this occurs, reduce the selected date range and run the report again.

➕ Including Appointment Details

The Appointment Report can be customized to include nearly all Appointment-related fields.

⚠️ Please note: If you receive an alert when running a report with a large amount of data, reduce the selected date range and try again.

Click here to learn more about Including Appointment Details

Include in Report

Most Customer details can also be included, with the exception of Customer credit card information. If your Terms for these specific fields have been altered, that name will appear within this section of the Appointment Report.

Total By

You have the option to select the Total number of Appointments, Cost or Duration to show in the Appointment Report for additional information.

⚙️ Setting for Selecting Fields

Users can enable additional field options by updating Settings > General Preference #7 to Yes.

Click here to learn more about Setting for Selecting Fields

When enabled:

Checkboxes in the Include in Report section are replaced with drop-down lists.
Additional fields become available for selection.
Certain fields, such as Status, will only appear when using the drop-down option.

🖥️ View Options

Choose how you want to view or export the Appointment Report by selecting the output format that best fits your workflow.

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HTML View

The HTML view opens the report in a new browser tab.

Excel View

The Excel view downloads an XLS file containing the same raw data as the HTML report, excluding View and Print options. Giving you options to perform deeper data analysis, create charts and graphs, track trends by Staff Member, Service, or other criteria.

🖨️ Printing Appointments

You may print confirmation pages for one or multiple Appointments:

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Once the Appointment Report has been ran, click the Print All button the top left.

💡 Pro Tip: You have the option to select individual Appointments using the checkboxes if the entire report doesn't need to be printed.

💾 Saved Report Templates

Saved Report Templates allow users to quickly rerun customized reports without reselecting fields each time.

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Save a Report Template

Once you've configured the Appointment Report fields to show in report, enter a Report Name at the bottom the report.
Click Save and Run Report.

Running a Saved Report

Select a saved report from the dropdown at the top of the page.
Adjust the date range as needed.
Click Run Report.

⚠️ Please note: Clicking Save and Run Report again will create a duplicate template. To overwrite an existing template, use Update & Run Report instead.

⏰ Scheduled Reports

Scheduled Reports allow reports to be automatically emailed on a recurring basis.

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Schedule a Report

Select an existing Saved Report or create a new one.
Check the Schedule box at the bottom of the page.
Choose Daily or Weekly delivery.
Select the delivery time and day.
Enter the recipient’s email address.
Click Save and Schedule Report.