How to create a daily appointment report

• LAST UPDATED: 9/5/2014

• PRICING TIER: All 

• 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 included in the report in the "include in 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.

   Example:

   Joanna`s daily appointment report
8. Click "Run" or "Save and Run".

   TIP:

   If you choose "save and run", the report parameters you chose will be saved under the name you created. Then next time you come into reports a drop down list will appear at the top of the page that you can choose your saved report from.
9. After the report is created you can print it or save it as needed.

NOTE:

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.

Related Articles:

• Appointment Report
• Reports Overview
• How to Print Appointments