The Appointments Report provides visibility into scheduled client meetings, appointment activity, and appointment outcomes across your organization.
Use this report to:
Review upcoming and historical appointments
Track appointment activity by advisor or team member
Monitor appointment outcomes and statuses
Identify canceled, rescheduled, or missed appointments
Export appointment data for additional analysis
Create follow-up and service-related contact lists
đĄ Tip: The Appointments Report can be converted into a Static List. See Contact Lists to learn more.
What You'll See in the Appointments Report
The Appointments Report displays:
Start date
End date
Appointment Type
Appointment Name
Location
Status
User Calendar(s)
Common Uses
The Appointments Report is commonly used to:
Review advisor activity
Monitor client engagement
Track annual reviews and service appointments
Identify appointments requiring follow-up
Review canceled, no-show, or rescheduled appointments
Export appointment activity for reporting purposes
Filtering the Appointments Report
The Appointments Report supports date range and appointment-specific filtering.
Date Range Filter
Use the Calendar filter to review appointments within a specific date range.
Appointment Types
Filter by appointment types configured for your organization, such as:
Annual Review
Policy Delivery
Client Meeting
Workshop
Other custom appointment types
Appointment Statuses
Filter by appointment status:
Canceled
Confirmed
Kept
No Show
Pending
Marketing Events
Filter appointments associated with specific Marketing Events.
Editing Appointments from the Report
The Appointments Report allows users to update appointments without leaving the report.
To edit an appointment:
Locate the appointment.
Select the Action Menu.
Choose Edit.
Update the appointment details or appointment type.
Save your changes.
Updating Appointment Statuses
Appointment statuses can be updated directly from the report.
To update an appointment status:
Locate the appointment.
Select the status badge.
Choose the desired status.
Available statuses include:
Canceled
Confirmed
Kept
No Show
Pending
Rescheduled
Exporting the Appointments Report
To export appointment data:
Navigate to Reports > Appointments Report.
Apply any desired filters.
Select the Action Menu.
Click Export.
đ Tip: The report will be exported as a CSV file.
Best Practices
Many organizations use the Appointments Report to monitor service activity and client engagement.
Consider reviewing the report regularly to:
Verify annual reviews are being completed
Identify clients who missed scheduled appointments
Monitor advisor appointment activity
Track appointment trends over time
Follow up on canceled or rescheduled meetings
FAQs
Can I edit appointments directly from the report?
Yes. The Appointments Report allows you to edit appointment details and appointment types directly from the report.
Can I update appointment statuses from the report?
Yes. Appointment statuses can be updated by selecting the status badge and choosing a new status.
Can I export appointment data?
Yes. Use Action Menu > Export to export appointment results as a CSV file.
Can I review appointments for a specific appointment type?
Yes. Use the Appointment Type filter to review specific categories of appointments, such as Annual Reviews or Policy Deliveries.
Can I create a list from appointment results?
Yes. The Appointments Report can be converted into a Static List for additional workflows and follow-up activities.
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