Calendar report
This document enables you an extracted summary of all bills & receipts for the selected time period. You can choose multiple filters to get various combinations of details.
Hover on Reports Tab and Click on ‘Calendar’ Report.
How to Filter Report to view Calendar Details
Select Appointment Date or Created Date to filter by date accordingly.
Select Date from the Date from – date picker from which the details are to be viewed.
Select date from the Date to – date picker till which the details are to be viewed.
Select Appointment Status and mark them accordingly.
Select Appointment Purpose and mark them accordingly.
Select Used Sessions (Yes/No) from its drop-down.
Select Room from its drop-down.
Select Appointment With, from its drop-down.
Select Session Owner, from its drop-down
Select Bill Balance (Yes/No), from its drop-down.
Select Appointment Source, from its drop-down.
Select Attendance Type, from its drop-down
Select External Bill Number, from its drop-down.
Select the search attribute from the drop-down and enter the search value
Click on Search to search for the details or click on Export to excel the export the report details in excel.
Calendar Report – Details (Following details of the Calendar will be mentioned in the report)
Total Number of appointments for all/selected purposes will be displayed.
Purpose Name
Client Name
Appointment Date
Appointment Time
Appointment with (Trainer)
Appointment Status
Update Status (Click on it and update the appointment status)
Appointment Used Status (Yes/No)
Number of Available Sessions.
Appointment Room
Created By
Creation Date
Updated By (If Updated)
Updated on Date (If Updated)
Comments (If Any)
Session Owner
Session Cost
Bill Balance
Commission Processed (Yes/No)
Appointment Source
Attendance Type
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