What is the Appointment Summary Report?

The Appointment Summary Report provides a summary of appointments.

Around 6 to 8 appointments fit on each page depending on the options selected.

You can also have a copy of the Appointment Summary Report emailed on a regular basis using Scheduled Reports.

Running the Report

To run the Appointment Summary Report...

1. Log in to BizDiary as an admin or manager level user.
2. Go to Reports > Run Report.
3. Select Appts: Summary.
4. Choose a defined Range OR Enter the From date and To date.
5. Optional: Restrict to specific Services, Personnel, Locations, Status, Customer, Reminder status, and/or Waitlist status.
6. Go to the Output tab, and change the options as needed.
7. Click [Run].
8. The report opens as a PDF which you can Save or Print.

see also...

• What is the Appointment Detail Report?
• How do I schedule reports?