📝 Overview

The Appointment Audit Trail report allows Headquarters and Location Administrators to view every change made to an appointment, including who made the change and when it occurred. This report is designed to support auditing, troubleshooting, and operational oversight across delivery and dock environments.

⛔️ Please note: In order to have this feature and Report enabled and visible in your account, please contact our Support team.

📊 Reporting Uses

The Appointment Audit Trail records actions whenever an appointment is created or edited through Site Administration and Customer View.

🛠️ Accessing the Appointment Audit Trail Report

Below are the steps to Access the Appointment Audit Report.

Click here to learn more about Accessing the Report

Click Reports tab.
Click Appointment Audit Trail Report on the left.

🔍 Filtering the Report

To generate the report, configure the following criteria.

Click here to learn more about Filtering the Report

Select the Locations to include (if you have multiple locations).
Set the Date Range:
- Appointment scheduled date or
- Appointment creation date
You may select specific Customers to include.
Choose an output Format:
- HTML
- CSV format
Click Run Report.

🖥️ View Options

At the bottom of the report, select one of the following Format Options.

Click here to learn more about View Options

HTML

View the report as a web page in your internet browser.

CSV

Opens a spreadsheet alternative where each row represents a record and commas separate data fields.

📅 Captured Appointment Changes

The report captures all changes to an appointment, including:

Click here to learn more about Captured Appointment Changes

Staff member assigned to the appointment.
User who executed the action (create or update).
Primary service only (add-ons are not included).
Appointment date.
Start time.
- End time and duration are not recorded
Appointment status.
Appointment-level field information.