The report appointments for agents allows you to generate a list of scheduled appointments based on date ranges, staff members and other options.


Go to Reports > Appointments for Agents


By default the report will show all the appointments scheduled for you.




Report search options


Search optionDescription
Appointment date: Start DateThe beginning of the date range, for the actual appointment date
Appointment date: End DateThe end of the date range, for the actual appointment date
Appointment created date: Start DateThe beginning of the date range, for when the appointment was created
Appointment created date: End Date
The end of the date range, for when the appointment was created
Created by userThe user who scheduled the appointment
Scheduled for userThe user taking the appointment
Meeting TypeThe meeting type:
In-person
Phone
LocationThe office location of the appointment