📝 Overview

The Appointment Sheets report allows Headquarters and Location Administrators to view a list of appointments for a specific date range. This report can be used to print individual schedules or groups of schedules for easy reference.

⛔️ Please note: The Appointment Sheets report will not display when using the Multiple Appointments Per Time Slot version. In this case, use the Open Slots report instead.

📊 Reporting Uses

Learn how to generate and customize the Appointment Sheets report to display schedules, appointment details, and preferred formatting options.

🛠️ Accessing the Appointment Sheets Report

Follow these steps to navigate to and open the Appointment Sheets report from the Reports tab.

⚠️ Please note: The Appointment Sheets report will not display when Appointments Preference #29 is set to Yes. Appointment Sheets can only show one appointment per time slot.

Click here to learn more about Accessing the Appointment Sheets Report

Click the Reports tab.
Select the Appointment Sheets Report on the left.

🔍 Filtering the Report

Follow the steps below to generate the report. Start date must be within 31 days of the end date.

Click here to learn more about Filtering the Appointments Sheets Report

Select the Location you would like to view appointments for. The Location drop-down will default to the location you were in when you first clicked the Reports tab.
Select the Appointment Dates you would like to view. The date range will always default to the current date.
Choose the Additional Information fields you would like to include in the report. You may include:
- Company (Employer)
- Phone Numbers (Daytime, Evening, & Cell)
- Birth Date
- Service
- Account Number (Account)
- Notes from Customer (Special Instructions from/for Customer)
(Optional) Add up to 4 Additional Blank Columns by entering:
- A Field Title
- A Field Width value
These blank columns can be used by staff to manually fill in additional information when viewing a printed report. For example: Add a column so staff can check off completed appointments.
Choose a Row Height to determine the size of the rows in your report. Selecting Expanded Height will double the size of each row.
Select Yes or No for Display Name in Header. Selecting Yes adds your Company Name (found in: Settings > Location Information) to the header section of the report.
Add a Sheet Title, if applicable. The Sheet Title will appear in the header section of the report.
Add Sheet Header Notes, if applicable. These notes will appear below the Date(s) in the header section.
(Optional) Check the box next to Page Breaking to list schedules vertically instead of horizontally.
Check the Include on Report box for each schedule you would like included.
Click Run Report.

🖥️ View Options

The Appointment Sheets report can be displayed in the two different formats listed below.

Appointment Sheets Report