Appointment Summary Report

Navigation from your Home screen:   > Appointment Summary

Your employee role must have the Reports permission to access reports. See "Roles & Permissions" for more information.

Run the Appointment Summary report to view a list of all appointments that were scheduled to be picked up at your location in a given date range.

Criteria for inclusion

An appointment s included if it was booked at your current location, with a Checkout Date within the reporting date range.

Running the report

  1. On the Reports dialog, select Appointment Summary from the list of system reports.
  2. If necessary, edit the Start Date and End Date for the appointment's Checkout Date. By default, the date range is the current month, up to today; you can change the report period, if necessary. However, we suggest you run this report for the future to view upcoming appointments.
  3. Click RUN REPORT. See "Understanding results" for more information about your report results.
  4. (Optional.) Adjust sorting options for optimal viewing. See "Customizing Viewing Options" in this topic.
  5. To export results to a Microsoft Excel file (.xlsx), click Excel. To export results to a PDF, click PDF.

Customizing Viewing Options

Reports are customizable to fit your viewing preferences. You can adjust this report in all of the following ways:

By default, all columns are included in your report results. To hide a report column, click the Column Settings icon () > Columns, and select the column's check box.

To reorder columns, click and drag column headers left or right. To expand the size of a column, hover your cursor to the right of the column, and click and drag to increase or decrease the column's width.

To sort results by a column, you can either:

  • Click the column header once to automatically sort results in ascending order (); click the header again to sort in descending order (); click the column header a third time to remove the sort. If no arrow is present in a column header, results are not sorted by that column.
  • Click the Column Settings icon () and select Sort Ascending or Sort Descending.

  1. Click the Column Settings icon () > Filter. Use the lists to indicate the criteria by which you want to filter results, and enter the value to be used for comparison.
  • For numeric values: Indicate whether you want to view results that are greater than or equal to, equal to, or less than or equal to a certain value.
  • For alphabetical values: Indicate whether you want to view a subset that starts with, contains, does not contain, ends with, or is equal to a certain value.
  1. To add more criteria, select AND or OR from the list. Then repeat the above steps using the second set of fields to type another value for comparison.
  2. Click Filter.

Understanding results

The report displays all items on one page, by default. On the bottom of the report, you can choose to view a limited number of items per page, navigate to the next page of results (), and refresh your report results ().

Key Report Columns

Column Description
* Indicates an appointment that was opened into an agreement
Appointment Number Appointment Number
Expedited Y (Yes) or N (No), indicating whether the appointment was an Expedited Appointment, or one in which the customer accessed a link to an online version of the appointment and submitted his or her information. See "Expedited Appointments" for more information.
Appointment Type Type of appointment (Standard or Delivery and Collection)
Customer Name Last name, first name of customer
Service Advisor Service Advisor listed on the appointment
Unit Number Unit Number of unit assigned to the appointment, if applicable
Delivery Address For Delivery and Collection appointments, the Delivery address listed on the appointment, if applicable
Collection Address For Delivery and Collection appointments, the Collection address listed on the appointment, if applicable
Business Source The Business Source selected on the appointment
Checkout Date The appointment's Checkout Date
Expected Return Date The appointment's expected Return Date
Collection Time For Delivery and Collection appointments, the Collection Time on the appointment, if applicable

Report Sample