Table of Contents
Appointments report
Report to display reports by displaying the username, the appointment creator, dates and the name of the person associated with the appointment. The type and status of the appointment can also be displayed, in addition, filtering can be done on reports by user, type or status
To access the appointments report through
Agenda - Appointments - Appointments Report
It includes the report request window
User: To request the report by user
Type: Request the report according to the type of appointment
Status: Requesting the report based on the status of the appointment
Contact: To request the report with a specific contact
Dealer : filter based on dealer
Sub Account: Filter on the basis of sub account
Name: Filter based on appointment name
From Date: To request the report from a specific date
To Date: To request the report to a specific date
Hide Is Final : To hide Expired Appointments
