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 option | Description |
Appointment date: Start Date | The beginning of the date range, for the actual appointment date |
Appointment date: End Date | The end of the date range, for the actual appointment date |
Appointment created date: Start Date | The 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 user | The user who scheduled the appointment |
Scheduled for user | The user taking the appointment |
Meeting Type | The meeting type: In-person Phone |
Location | The office location of the appointment |