You can use the reports in the system for any number of things but you might be wanting to target a specific mailshot you are running so that it is sent to a specific group of people, for example - the list of clients with upcoming appointments.
It's recommended that you read our general reporting guide first, to better understand PPS' reporting capabilities.
Report 1
You can run a general report to pull through clients with future appointments in the system. PPS will look at anything after today’s date as a 'future appointment'.
To run this report select Reports > Reports and Mail Merge > Client > Client List > Open.
Here you can select the Criteria tab and select the following criteria to pull through those clients with future appointments in the system.
Report 2
If you want to focus the report to look at clients within a specific date range, as opposed to anything in the future, you can do this with a slightly different criteria to pull through clients with appointments in a specific time frame.
To run this report select Reports > Reports and Mail Merge > Client > Client List > Open.
In this report you will need to enter a date range. The date range will need to cover any period of time that you will be wanting your report to focus on.
Then select the criteria tab and select the field for the next appointment date and the date range of the appointments that you want to focus on:
Tip: This report can also be modified to look for clients with appointments in the past. Change the criteria to Last Appointment Date and the dates as required and run the report as normal to pull through clients who had their last appointment date within that date range.
Modifying and building on these reports
There might be other criteria that you want to include in your reports to specify them for specific clients and specific circumstances.
For example, you might want to look at clients with future appointments that are booked at a specific location. For this, you only need an additional criteria to pull through 'Location = Bristol Clinic'
You will then have a list of all clients with future appointments at the selected location. This criteria can be modified depending on your requirements.