---
title: "Scheduling: Appointments Reporting"
description: Easily monitor appointment and schedule information across clients using the appointments reporting page!
---
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3. [π Scheduling: Appointments Reporting](https://help.hirasmus.com/knowledge/scheduling?hsLang=en#scheduling-appointments-reporting)
July 28, 2026
# Scheduling: Appointments Reporting
## Easily monitor appointment and schedule information across clients using the appointments reporting page!
### π 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 identify who cancelled them
- Identify discrepancies in start times and duration times of appointments
- Export appointment information such as service codes or place of service
- You can now add **Funding Source**, **Authorization #**, **Auth Start Date**, and **Auth End Date** to your Appointments report, so billing-relevant details live right alongside your session data.
π‘ Select the **gear** icon in the **top right** corner of the appointments reporting page to add additional columns / fields to your report.Β
π‘ Select **\[Add Filter\]** to filter the appointments list by status, scheduled dates / times, actual dates / times, appointment information, client information and more.
**β οΈ NOTE:** Only Manager level users have access to the appointments reporting page in Hi Rasmus
---
### π Understanding Appointment & Activity Statuses
The Appointments page, Scheduler, and Appointment Card now display the **linked Activity's status** alongside the appointment status β giving you a clearer, real-time picture of where each session stands in the documentation workflow.
Previously, an appointment could show as **Completed** even when notes, review, or signatures were still outstanding. With the latest update, you're able to see appointment statuses specifically as outlined below:
| Status | What It Means |
| --- | --- |
| **Draft** | Appointment saved as a draft β not yet finalized or scheduled |
| **Scheduled** | Appointment is upcoming |
| **In Progress** | Session is currently active |
| **Pending Notes** | Session ended; clinician has not yet submitted notes |
| **Pending Review** | Notes submitted; session duration requires review |
| **Pending Signatures** | Notes submitted and reviewed; awaiting required signature(s) |
| **Completed** | Fully documented, reviewed, and signed β billing-ready |
| **Cancelled** | Appointment was cancelled before the session occurred |
### π‘ Use these statuses when filtering reports to pinpoint exactly where sessions are stalled in your documentation pipeline.
### πΉ Watch: Appointments Reporting in Hi Rasmus
---
Β
### Appointments Reporting Tips
**Cancellation Reporting**
**Filter:** Status \>\> Canceled
**Additional Columns:**Β Cancellation Reason
**Pending Appointments Report**
Use this report to identify sessions that have ended but are not yet billing-ready β appointments where the linked activity is still awaiting notes, review, or signatures.
**Filter 1:** Status \>\> Complete
**Filter 2:** Activity Status \>\> Pending Notes *or* Pending Review *or* Pending Signatures
**Filter 3:** Scheduled Date/Time *(choose your time frame)*
**Additional Columns:**
- Actual Date / Time
- Actual End Date / Time
- Scheduled Duration
- Actual Duration
- Activity Status
**
π‘ **TIP:** Run this report regularly to catch documentation bottlenecks before they delay billing. You can filter by a specific **Activity Status** (e.g. **Pending Signatures** only) to route follow-up to the right person β clinician, supervisor, or signer.Β Β
**Completed Appointments Report**Β
**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)Β
**Additional Columns:**Β
- Actual Date / Time
- Actual End Date / Time
- Scheduled Duration
- Actual Duration
- Start Time Discrepancy
- Duration Discrepancy
ποΈ To include appointment notes in your report, select the **\[Grey Gear/Wheel\]** settings icon and add the **\[Appointment Notes\]** column.
##### **Billing Details in Your Appointments Report**
**β¨ What's new:**
- Funding Source
- Authorization #
- Auth Start Date
- Auth End Date
**π Filter by funding source or auth dates**
Use standard text search to narrow appointments by funding source, or use date range filters to pull authorizations starting or ending within a specific window.
**Why it matters:** If you need funding source and authorization details in your appointment data for your billing workflow, this update keeps it all in one place, right alongside Service Code and Place of Service.
*Available for Scheduling clinics.*
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