This report will show you how to run a report of all appointments received in a specific date range by their source of booking. It is recommended that you read our general reporting guide first, to better understand PPS' reporting capabilities.
Section 1 - Selecting a Report
All reports can be found via Reports > Reports & Mail Merge and are sorted into sections. For this report, we’re going to open the Appointments Diary List Report to use the Reports Wizard.
Section 2 - Select
This screen allows you to restrict which records are included in your report. You can select to only show appointments for a specific diary user, or select to include only appointments with a specific status. In this report, we’re going to remove blocked out time, diary events and walk-in appointments.
Section 3 - Date Range
Now we need to select the date range for the appointments. Remember, this date range applies to the date of the appointment, not the date the appointment was made.
Section 4 - Breakdown
This section allows us to break down the report by certain areas, in this report we’re going to select to breakdown by Appointment Booking Source. This will then separate our report results by the method of booking eg. Online Booking, Pronto etc.
Section 5 - Criteria
This section allows us to be particular about the results we’re including in the report. For example, you may want to choose to only show appointments which were booked through PPS Online Appointment Booking, like below.
This section can be skipped.
Section 6 - Print/Preview Options
This section allows us to choose extra snippets of information to view in the report Preview mode. Toggle to include things such as Client DOB in your report.