Appointments Report

The Appointments report gives you a comprehensive overview of all appointments in your system, whether they're meetings, calls, or general appointments. This report is incredibly useful for understanding the current state of your pipeline and planning your next steps effectively.

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Nancy Cusack itris Expert

Introduction

This report provides visibility over appointment activities, enabling you to track attendees, appointment types, notes, and other relevant information. It’s particularly valuable if you are a manager and want oversight of your team’s activities without having to filter through individual calendars.

The Appointments report offers several key advantages:

  • Pipeline visibility: Get a complete view of your appointment activities and understand where opportunities stand.
  • Team oversight: Managers can easily monitor their team’s appointment activities without manually checking individual calendars.
  • Activity tracking: Keep track of meetings, calls, and general appointments in one centralised location.
  • Follow-up planning: Use appointment notes and status information to plan your next actions effectively.
  • Performance monitoring: Analyse appointment patterns to identify busy periods and resource allocation needs.

The report also includes a record card panel on the right side, allowing you to cycle through attendee information. User attendees appear at the end of the list, and you can navigate to linked records using the Go To button’s context menu.

The Appointments report can also be directly accessed via the Action Bar button on Applicant, Company and Contact records, where it will automatically filter to the appointments associated with that record.

Permissions

There are four permission levels when it comes to reporting: Personal, Team, Team Granular and Analyst (please see the User Management | Permissions article for further information).

Personal

You will only be able to view your own data.

Team

You will only be able to view your own data.

Team Granular

Filter to fellow team members individual data.

Analyst

There are no limitations, you will be able to filter on a per user basis, including teams.

Filter

The report provides flexible filtering options to help you find exactly what you need:

  • Appointment Type: Multi-select checkbox covering General, Meeting, and Call categories.
  • Category: Multi-select dropdown that dynamically filters based on your Appointment Type selection - if you choose ‘General’, you’ll only see categories you’ve created under General appointments in the IMU.
  • Start Date: Optional date range control defaulting to the next 7 days .
  • User Attendee: Multi-select user control (restrictions apply based on your permissions).
  • External Attendee: Optional, choose between Applicant, Company, or Contact, with a search field that can be left blank.
  • Include contact appointments: Checkbox that appears when Company is selected as external attendee - includes all contact appointments for the selected company when checked.

Columns

The following are all of the columns available on the Appointments Report. Those stared are the default columns. You can move columns about and add and remove them, for more information please refer to the article Grid Columns, and for more information on exporting see the Data Exports article. The report can also be converted to a Search.

  • Appointment Type*
  • Category*
  • Appointment Name*
  • Start Date *
  • Start Time*
  • End Date
  • End Time
  • Created On*
  • Created By*
  • Created By Team (users current team)
  • User Attendee*
  • External Attendee Type*
  • External Attendee*
  • Record Links*
  • Completed
  • Cancelled
  • Location*
  • Notes*