Appointments Report
The Appointments Report lists all appointments within your account, and allows users the ability to filter by specific appointment types, date ranges and other attributes.
The Appointment Report displays
Start date
End date
Type
Appointment Name
Location
Status
Organizer
Filter Options
As with all Swivel Reports, you can filter by a specific date range (start on) using the Calendar button and selecting the desired date range. Additional filters include:
Types - Appointment Types configured for your account (e.g. Annual Review, Policy Delivery, etc.)
Statuses - Core appointment status options are Canceled, Confirmed, Kept, No Show, Pending, and Rescheduled
Marketing Events - Events in your account
Editing Appointments from the Appointment Report
Navigate to the desired appointment and click the three-dot Action Menu to Edit the appointment form or change the Appointment Type.
Edit Appointment Status
You can also update an appointment's status by clicking on the status badge and selecting the desired status.
How to Export an Appointment Report
From the Swivel Navigation Menu, > click the Reports tab.
Locate the Appointments Report tile and > click Run Report
Click the Filter button (as needed)
Click the three-dot Action Menu and select Export to export the filtered appointments as a .csv file.