Report center: Appointments – Upsales Help Center

The Report Center Appointments report shows how many appointments each user either participated in or booked during the selected period.

To work with the Appointments report screen, complete the following steps.

Select the Analytics tab.
Select the Appointments icon from the left-hand menu.

Using the arrow to the left of the bar chart, you can select Appointments per user or one of your saved views.
Groupings change how the bar chart shows the activities information. Select one of the following activities groupings:

Participant
Booker
Week
Month
Quarter

For some groupings, you can select one of the bars in the bar chart to open a table of additional information below.
Use filters to further refine the report information. A sales manager can filter users to see the balance and number of each team member's appointments or for the whole team.
On the table, you can drill down to more detail by selecting a specific user to see the details that make up that user's appointments.

Once you have made your selections for how you want to view the report, you can save that view to access it later. Select the arrow to the left of the bar chart and enter a name for the view in Save view as.

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