The appointment reports show how the calendar is being used: who's booked, who didn't come, where the gaps are. Which to open depends on the question.
What you'll learn
- Which reports are in this group and what question each answers
- Who can run them
- Where the figures come from
The appointment reports
These need the operational reports permission, which every role has.
| Report | Answers | Filters |
|---|---|---|
| Appointments schedule | A printable day or week, one column per practitioner. | Date range, location, practitioner |
| Cancellations & no-shows | Who canceled and who didn't show, by practitioner. | Date range, location, practitioner |
| Note compliance | Completed visits without a finished treatment note. | Date range, location, practitioner |
| Waitlist & gaps | Who is waiting right now and for how long. | Location (snapshot) |
| Performance by location | Revenue, appointments and completion rate per location. | Date range |
| Online booking | Self-booked appointments, deposits and lead time. | Date range, location |