Appointy lets you export report data so you can analyze it outside the platform, maintain business records, or share reports with your team.
You can either:
- Download the report as a CSV file
- Send the report to your email address
Note: Report export is available on Growth and higher membership plans.
Quick navigation
Reports → Open the required report → Export
How to export a report
Step 1: Open Reports
Log in to your Appointy admin account and click the Reports icon from the left-side navigation.
Step 2: Select the report
Open the report you want to view or export.
Before exporting, apply any required filters or date range so the report contains the data you need.
Step 3: Click Export
From the options available in the top-right corner of the report, click the Export icon.
The Export window will open.
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Step 4: Choose how you want to export the report
You can choose between:
Export to file
Select Export to file to download the report to your device as a CSV file.
A CSV file can be opened in applications such as:
- Microsoft Excel
- Google Sheets
- Apple Numbers
- Other spreadsheet or data-analysis tools
Send to email
Select Send to email if you want the report to be sent to your email address instead of downloading it directly.
Choose the required option to complete the export.
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When should you export reports?
Report exports are useful when you want to:
- Perform additional analysis in Excel or Google Sheets
- Share business data with your accountant or team
- Maintain offline records
- Combine Appointy data with other business information
- Create custom calculations or charts
- Archive reports for a particular period
Example
Suppose you want to review appointment performance for the previous month.
You can:
- Open the relevant report
- Select the required date range
- Apply any necessary filters
- Click Export
- Choose Export to file
- Open the downloaded CSV in Excel or Google Sheets
You can then perform additional analysis using the exported data.
Frequently Asked Questions
What format is used when I download a report?
Reports exported using Export to file are downloaded as a CSV file.
Can I email a report instead of downloading it?
Yes. Select Send to email from the Export window.
Can I open an exported report in Excel?
Yes. CSV files can be opened in Microsoft Excel and most spreadsheet applications.
Should I apply filters before exporting?
Yes. If you only need data for a particular date range or report view, apply the required filters before exporting.
Which plans support report export?
Report exporting is available on Growth and higher membership plans.
Can I export any report?
Open the required report and look for the Export option. The export will contain the data available in that report view.