Schedulista provides online appointment scheduling software for your business or organization to allow your clients to book with you 24/7.

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:

You can use the search field at the top of the reports page to filter the report by the following:

(1) Go to the Home page

(2) Click the View all appointments link in the Appointments panel

(3) Use the search field to filter your report, if needed (client's name; service; combination of two or more)

(4) Select a report type

(1) Go to the Home tab

(2) Click the View all appointments link in the Per Provider Reports panel

(3) Use the search field to filter your report, if needed (provider's name; client's name; service; combination of two or more)

(4) Select a report type

If you have admin or scheduler level of access on a multi-user account, you can run and view appointment reports by individual provider.

(1) Go to the Home page

(2) Click the image or token of a specific provider in the Per Provider Reports panel

(3) On the provider's Home page, click the View all my appointments link in the My Appointments panel

(4) Use the search field to filter the report further by adding to the provider's name, if needed (client's name; service; combination of two or more)

(5) Select a report type

You can read more on how to export an appointment report to a file here.

You can print from the quick reference screen or export the report to a file and print from the file. More on printing a report here.

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