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Appointments Reports

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Overview

Selecting the Appointment Reports icon will open the Report Selector menu displaying the list of Appointments related reports.

How to Use Appointments Reports

Appointments Reports Detail

  • Appointments List - List of all appointments in a date range with filters for Non-Converted, Converted and Deleted
  • Appointments Reports - List of appointments showing service, rates and totals
  • Customers on Support List - List of customers on the support list.
  • Feedback Report - List of customers on Support List with Feedback notes
  • Global List- List of all entities in ERP from Employees to customers and suppliers and marketing contacts
  • Source List - List of contact sources available
  • Support Log List - List of support calls showing issue and resolution