Appointments reportLast updated on 09/09/2022
Appointments are used to schedule technician visits for a job. Use the Appointments report to run reports on appointment-related metrics.
Report on appointments going out for a given day
Report on the number of trucks that rolled out on appointments for the month
Schedule weekly delivery of reports on the number of unique jobs with appointments
Things to know
Each line in the report represents a job. If a job has multiple appointments, you can drill down to view individual appointment details.
To schedule reports to be emailed at preset times, click More Actions next to the report name and select Schedule. For more, see Schedule reports.
Go to the navigation bar and click Reports.
Click the Appointments report. Tip: In the search field, enter a few letters from the report title for quick access.
The report opens.
From the Filter by dropdown, select how you want to filter the report:
Invoice Date—Date on the invoice
Job Completion Date—Date the job was completed
Job Creation Date—Date the job was booked
Job Start Date—Date the job is scheduled to begin
Last Paid On Date—Most recent date that payment was made on the invoice
First Dispatch—Date a technician was first dispatched to the job
Jobs with Appt Date—Jobs with at least one appointment date that takes place within the filtered date range. Start and end dates do not need to fall within the filter dates.
Click the From - To field to select a date range to report on. You can:
Use the calendar to select a specific date range and click Apply.
Use the left menu to select a preset date range:
Today—From 12:00 AM to the current time
Yesterday—Previous day, from 12:00 AM to 11:59 PM
Last 7 Days—Previous seven days, including the current date
Last 14 Days—Previous 14 days, including the current date
Last 30 Days—Previous 30 days, including the current date
Month to Date—From the first of the current month to the current day
Last Month—Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days—Previous 90 days, including the current date
This Quarter—Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter—Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date—From the first day of the current quarter to the current day
Year to Date—From January 1 of the current year to the current day
Last 365 Days—Previous 365 days, including the current date
From the Business Unit dropdown, select the job business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:
Click the dropdown to select individual BUs.
To report on BU categories such as trade or division, click Filter , select the BU categories you want to include, and click Filter.
Select Include Adjustment Invoices to include any invoice adjustments in your report results.
When you're done setting your filters, click Run Report.
Read report results
Each line of the Jobs with Upcoming Appointments report represents a job with at least one appointment scheduled within the date filters. The report includes the following columns:
Job Type—Job type listed on the job record
Business Unit—Business unit attached to the job
Invoice #—Invoice number associated with the job
Jobs Total—Total dollar amount on the invoice
Total Appointments—Count of all active appointments attached to the job
First Appt Date—Date of the first appointment on the job
Next Appt Start Date—Date of the next scheduled appointment
Next Appt Start Time—Time of the next appointment
Next Appt Technicians—Technicians assigned to the next appointment
Last Appt Date—Date of the appointment with the latest start date and time
Appointments to Date—Count of all active appointments within date filters
Completion Date—Date the job was completed
Customer Name—Name of the customer billed on the job
Location Address—Service location on the job
Next Appt Confirmed—Whether or not the next appointment in the future tied to this job has been confirmed
Tip: You can arrange report columns and apply filters for further customization.
Drill down into appointments
After you run your report, you can drill down into appointment details.
Open a job record
In the report results, click a Job # to open the job record in a new tab.
The job record includes all appointments attached to the job.
View appointment details
To view appointment details for a report entry:
In an appointments-related column, click an entry. For example, click the entry for Total Appointments. The column highlights in blue.
In the highlighted entry, click Expand . A drilldown opens with appointment details for that entry, including appointment numbers, relevant dates, and more.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.