Reporting on Appointments

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Follow the steps below to find out how many appointments your attendees have scheduled, the rooms they've booked, the time slots taken, who's accepted, who's declined, and so much more.

1 Run a default report. Begin by selecting your appointment event. Click Reports in the blue navigation bar.
 

To the right of the report you want to run, click the arrow next to the Run button, then click Edit then Run Report.
 
Specify the date range you want to view data for.


Click the neighboring tab, Fields. The fields with the + could be associated to the report, while the fields with the check mark are associated to this report. Click the icons to determine what will and will not display in the report.
 
 User-added image
 
Once you're done, click Run to generate the report.

 
NOTE: To review the report at a later time, click Queue Report while it runs. Once you're ready to view the queued report, click the Queued Reports tab, then the name of the report. The report will only display data that was available when the report was initially run. Any data collected after will not display.
If you need to make any last minute tweaks to the selected data, hover over Data and click Change Report Data once the report has been generated.

2 Filter the report. To add a filter to the report, hover over Data and click Filter Report Data in the top right of the report. Establish how the information will be filtered.

Click Apply.

 
3 Review the data. Quickly review the data. To filter the data further, hover over the ellipsis (...)
in the top right of the report's chart or grid, then click Edit.
 
 User-added image

You can quickly remove a column, group the data, view data summaries, or customize the graphs.
 
If you'll be referencing this report a lot or adding it to a portal, hover over ...Actions in the top right of the report and click Save As. This will save all of the filters and report settings, making it faster to review the data in the future. To export the info, hover over ...Actions and click Export.
 
4 Add the report to a portal, if necessary. After you've saved a copy of the report, exit out of it.
You'll return to the Reports tab. Click the neighboring tab, Saved Reports. To the right of the report, click the arrow next to the Run button, then click Publish to Portals. Check which portals the report will be added to, then click Continue.

To determine the reports visibility in the portal, click the pencil icon under Actions. Determine if everyone using the portal will have access to the report or if only a select group will. For select groups, use the Filter By dropdown to narrow down the search, then check which users or groups will have access.
 
 User-added image
 
Click Save to make the report access changes.

To alert users that the report is in the portal, switch "Notify users that they can view this report" to Yes.

Click Save.

  

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.