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How to create a daily appointment report
How to create a daily appointment report
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

How to create a daily appointment report

  • LAST UPDATED: 7/27/2022


  • APPOINTMENT VERSION: Single & Multiple

To create and print a daily appointment report:

CLICK: Reports tab

  1. Set the date range.

  2. Select all staff members or one specific staff member from the drop-down.

  3. Set the statuses as needed (scheduled, canceled, etc.).

  4. Check off all the options you want to be included in the report in the "include in the report" section.

  5. Fill in the "total by" field as needed.

  6. Choose the format you want the report created in, HTML or excel.

  7. Name the report if you would like to reuse it.


    Joanna`s daily appointment report

  8. Click "Run" or "Save and Run".


    If you choose "save and run", the report parameters you chose will be saved under the name you created. The next time you come into reports a drop-down list will appear at the top of the page where you can choose your saved report from.

  9. After the report is created you can print it or save it as needed.


To delete Saved Reports, scroll down to the bottom of the Appointment Report page after selecting the report you would like to delete, then select the “Delete Report” button.

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