The Appointment Summary Report provides a detailed list of the number of appointments you've had, based on status. You can view the total number of canceled, denied, deleted, no-show, completed, and pending appointments at the business. To explore this feature in more detail, follow the steps below.
What's in this Article?
The report will automatically run when you select a Date Range.
Report Filters
Tap the 
button in the top-right corner to filter your report for more granular information. Make sure that you Apply filters before running the report.
The filters include:
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Employees: You can select the individual employee(s) you want to review.
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Customer: You can select the individual customer(s) you want to review.
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Appointment Status: Filter by the status of upcoming and past appointments. See Understanding the Appointments Summary Report to learn more.
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Include Past Employees: Select this filter to run the report for employees whose employee profiles are inactive or have been deleted within your business.
When you have configured your filters, tap Run Report.
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Navigate to → under Appointments.
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Click the Date Range drop-down menu and select a date range. Click Submit to save.
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Click Run Report.
Report Filters
If you want to filter the report for more specific data, you can configure the filters below before running your report.
The filters include:
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Employees: You can select the individual employee(s) you want to review.
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Customer: You can select the individual customer(s) you want to review.
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Advanced Filters: Expand the Advanced Filters drop-down menu.
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The Appointment Status drop-down menu allows you to filter by the status of upcoming and past appointments. See Understand the Appointments Summary Report to learn more.
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Select Include Past Employees to run the report to include employees whose employee profiles are inactive or have been deleted within your business.
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When you have configured your filters, tap Run Report.
The Appointment Summary Report visualizes the status of all appointments within the select date range. All appointments booked by you or the customer will initially display as Service Pending before they are checked out.
There are six types of appointments categorized in this report:
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Cancelled: You or the customer cancelled the appointment
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Deleted: You deleted the appointment from the calendar
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Denied: You denied a pending appointment
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No-Shows: You marked the appointment as a No-Show
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Service Completed: You checked out the appointment
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Service Pending: You haven't checked out this appointment
Each appointment status type is color-coded in the Chart View. The Legend (right side of the report) displays what each color represents. You can tap (mobile) or hover over (web) a section of the bar chart to see how many appointments are categorized as that appointment type.
This report is perfect for analyzing your no-shows, cancellations, and upcoming appointments in one report. If you want to dig deeper into the appointments that were cancelled, or which customers no-showed to their appointments, see Cancellation and No-Shows Report.
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To view your report in the Grid View or to export/print your report, tap the
button in the top-right corner. -
You can export, print, or change the view of the report from this screen.
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Select Grid View to replace the Pie Chart with cards that display the different appointment statuses.
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Select Print to print this report.
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Select Export PDF to save this report as a PDF file.
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Select Export Excel to save this report as an Excel file.
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To view your report in the Grid View, click the Grid View button in the top-right corner. This will replace the Pie Charts with a table that displays the different appointment statuses.
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To export your report, click the Export menu in the bottom-right corner and select Excel or PDF.
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To print your report, click the Print button in the bottom-right corner.
Comments
8 comments
This report is useless. LOL.
I hate that we have to make a new forum for something that is similar.
I need to be able to run a report that shows All appointments that are NOT checked out or showing pending. I need to be able to see the actual person / date of the appointment that is not checked out. Sometimes I check out appointments in the mobile app and they do not check out on the web and therefore the reporting is off. How can I get a report like that?
Hi Di Di.
In this case, I would also advise doing this from the customer's profile, but you would have to run this report from the web version. Follow these steps:
You would have to do this individually for each customer but you would at least be able to see each customer's appointments based on the status. I can send a feature request to our development team.
What is the difference between this report and the Cancellation/NO Show report? When I run this report it shows 4 cancellations for today - when I run the Cancellation/NO Show report it shows 16 cancellations for today. Help?
Hi Melissa,
Please reach out to our Support Team directly so they can look into this further with you and get you an answer to why this is happening. You can reach them at sales.vagaro.com/contact by phone, email, or live chat.
Thank you!
This report should show which customers had deleted appointments, not just how many were deleted.
The Cancellations and No Shows report will give you that information. You can select a date rate and an "Event" type (appointment or class). If you do not select a particular customer, it will include all customers. Lastly, under Advanced Filters, you can select the Status type: No Show, Cancel, Denied, Deleted, or run for All statuses.
When the report runs, you can sort the columns on any heading, like Customer.
Hope this provides the information you need.
It would be more helpful if there was a toggle that could show what appointments were on the book and canceled. Rosy Salon Software does this & it's so nice to see what was on your day.
Please consider entering this as a feature request. Thanks!
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