Scheduling: Appointments Reporting

Easily monitor appointment and schedule information across clients using the appointments reporting page!

📈 Appointments Reporting: Overview

The Appointments Reporting page in Hi Rasmus allows you to view and export appointment information across clients and users.

With appointments reporting you can: 

• Filter appointments by status 
• Run a report on cancelled appointments and tell who they were cancelled by
• Identify discrepancies in start times and duration times of appointments 
• Export appointment information such as service codes or place of service

💡 Select the gear icon in the top right corner of the appointments reporting page to add additional columns / fields to your report. 

💡 Select [Add Filter] to filter the appointments list by status, scheduled dates / times, actual dates / times, appointment information, client information and more.

📹 Watch: Appointments Reporting in Hi Rasmus 

Appointments Reporting Tips

Cancellation Reporting

Filter: Status >> Canceled

Additional Columns: Cancellation Reason

Completed Appointments Report 

Filter 1: Status >> Complete

Filter 2: Scheduled Date/Time (choose your time frame)

Filter 3: Actual Date/Time (makes sure it's the SAME time frame as scheduled date/time 

Additional Columns: 

• Actual Date / Time
• Actual End Date / Time
• Scheduled Duration
• Actual Duration
• Start Time Discrepancy
• Duration Discrepancy