This dashboard shows how many appointments each user completed during a selected period.
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You can view the total number of completed appointments vs. your targets. Completed appointments are marked with It happened on the appointment outcome notification, or have the appointment outcome status Completed set manually on the appointment:
Which user does an appointment count for?
Booked appointments count for the user who created the appointment.
Completed appointments count for every user added to the appointment. -
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- Click on the data in a completed appointment report and you can view more insight:
- Data is displayed in widgets. You can rearrange these by clicking and dragging them. You can also resize by hovering over a widget and clicking this icon:
Plus you can edit the display or export the widget by clicking the three dots (···):
- When you're happy with the dashboard's data, save it by clicking Save as new dashboard (or click Revert to start over):
- Add a name and a description (optional):
- This now appears under Created by me in your Dashboards list:
- Click the three dots (···) to Schedule or send dashboard or Delete dashboard, or click the share icon. Scheduling and sending requires the Report centre PRO add-on: