Reports and Data

View Reports

From the top menu, go to More > Reports & Data. By default, a table of daily appointments that have occurred over the past 7 days are shown. To adjust the date range, click on the date range button in the upper left corner. A menu pops out with the option to change the start and end dates of the range. By default, appointments for all staff/calendars at the current location are display. You...

Export Reports

From the top menu, go to More > Reports & Data. Click the button in the upper right corner. A CSV file with the currently selected section, date range, and columns will download.

Print Reports

From the top menu, go to More > Reports & Data. Click the button in the upper right corner. The web browser's print dialog will pop up. Follow along with the steps to print the report for the currently selected section, date range, and columns. This can vary depending on the type of browser you're using, and the type of printer connected to your computer.