An appointment report provides a history of past and upcoming appointments for your account.  The on-screen report provides a quick reference.  You can export a report to a file for full appointment details.

You can read more on the specifics in an appointment report here.

Contents in this article:

  • Format of the exported file
  • Exporting an appointment report
  • Printing an appointment report

Format of the exported file

You can export your past, future, or all appointment information into a CSV (comma separated values) file to store with your records or use with other software.

CSV is a common file format that is supported by many different software.  It can also be opened in most spreadsheet programs.

Appointment information exported

The fields/columns provided in the export are: 

  • appointment date & time
  • appointment duration
  • provider name
  • service name
  • client name
  • client email
  • client phone number
  • service price
  • appointment notes
  • any custom field data 

Exporting an appointment report

First, run your appointment report.  Read more on how to do that here.

After you've run your report, click on the gear icon in the upper right.  Select one of the export options based on the type of report or any filtering done.

Export options

  • Export all - Creates a report of all appointments on file, past and upcoming.
  • Export past - Creates a report of all past appointments.
  • Export future - Creates a report of all upcoming appointments.
  • Export selection - Creates a report of all filtered appointments returned in a search.

Printing an appointment report

A printed report will be in the on-screen format, based on the type of report selected (past, future, all) and any search filters you've entered.

First, run your appointment report.  Read more on how to do that here.

After you've run your report, click on the gear icon in the upper right.  Select Print from the menu.

Printing full appointment details

To print full appointment details, run an appointment report, export the report to file, then open the file in a spreadsheet program, and print from the file.

keywords: client, clients, appointment, appointments, report, history, past, future, all, upcoming, export, CSV, comma separated values, file, print, provider, providers 

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