Generating Client Appointments Report

1. Navigate to Client Reports

• Go to the left sidebar and click on Reporting > Reports > Clients.

2. Select the Report

• In the screen, locate Client Appointments Report.

• Click Generate next to the report name.

3. Set Report Parameters

• The report modal will display fields including:

  • Client name

  • Client Status

  • Appt_Start Date

  • Appt_End Date

  • Appt_Status

  • Staff Type

  • Service Type

4. Generate or Cancel

• Click Generate to create the report.

• Click Cancel to exit without generating.

• The newly generated Report will now appear in the Generating Reports list, ready for Viewing or Downloading.