Appointments reportLast updated on 09/09/2022

• 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.

1. Go to the navigation bar and click Reports.

2. Click the Appointments report. Tip: In the search field, enter a few letters from the report title for quick access.

   The report opens.

3. 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.

4. 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

5. 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.

6. Select Include Adjustment Invoices to include any invoice adjustments in your report results.

7. When you're done setting your filters, click Run Report.

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.

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