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.
1. Click Reports. Then click Appointments Summary.
2. Under Date Range, click on the box on the left side to set the Date Range. This allows you to view the appointments within the dates you set.
3. Under Service Providers, select the service provider whose appointments you want to see. Click All Selected to include all service providers in the report.
4. Under Customer, select the customer whose appointments you want to view. Click Select ALL to include all customers in the report.
5. Click Advanced Filters to include the appointments of past employees you want to see. Under Appointment Status, you can filter the report by status.
6. Click Run Report after adding the filters you want to use.
7. The report will show you the number of:
- Canceled appointments
- Deleted appointments
- Denied appointments
- No-show appointments
- Completed or checked out appointments
- Pending appointments that haven't been checked out
Click the Week drop-down menu to view the report by the week, month or day.
Click Export to export the report to an excel sheet or PDF.
Click Print to get a paper copy.
8. Click Grid View to change the view of the report. Notice you can also export or print the report.