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Can I Print Reports in Appointy?

  • Updated

Yes. You can print reports directly from the Reports section in Appointy.

Each report includes a Print icon in the top-right corner. Before printing, you can choose the report type, date range, filters, and the information you want to display.

Quick navigation

Reports → Select report → Choose date range and filters → Print

You can also open the Appointment Reports section directly here:

https://business.appointy.com/app/reports/appointments

Step 1: Open the Reports section

Log in to your Appointy admin account and open Reports from the left-side toolbar.

The Reports section includes options such as:

  • Appointment Reports
  • Sales Reports
  • Customer Reports
  • Alert Reports
  • SMS Reports
  • Credit Charge Reports
  • Tips Reports

Select the report you want to review or print.

Step 2: Select the date range

At the top of the report, use the date-range selector.

For Appointment Reports, you can select preset periods such as:

  • Today
  • Yesterday
  • Last Week
  • This Week
  • Next Week
  • Last Month
  • Custom

If you select Custom, enter the required Start date and End date.

Step 3: Choose how appointments should be grouped

For Appointment Reports, you can choose whether the report should be generated:

  • By Appointment Date
  • By Booking Date

By Appointment Date

Shows appointments according to the date on which the appointment is scheduled to take place.

By Booking Date

Shows appointments according to the date on which the customer originally booked the appointment.

This is useful when you want to analyze when bookings were created rather than when appointments occurred.

 

Step 4: Choose the report view

You can also select the report format.

For Appointment Reports, available options include:

  • Detailed Report
  • Group By Month

Use Detailed Report when you want to see individual appointment records.

Use Group By Month when you want the report organized into monthly groups.

 

Step 5: Apply filters

Click the Filter icon at the top-right of the report to narrow down the records displayed.

Depending on the report, Appointment Report filters can include:

  • Service
  • Staff
  • Appointment Status
  • Arrival Status
  • Username
  • Discount Coupon
  • Custom info
  • Addon
  • Customer tag

After selecting the required filters, click Apply.

 

Step 6: Choose which information appears in the report

You can customize the information displayed in the report by selecting the required fields.

Available fields can include information related to:

Customer

  • First Name
  • Last Name
  • Email
  • Address
  • Mobile
  • Home Phone
  • Work Phone
  • Timezone

Appointment

  • Start Time
  • Booking Time
  • Booked By
  • Appointment Status
  • Customer Arrival Status
  • Tag

Service

  • Name
  • Duration
  • Cost

Staff

  • Name
  • Email

Additional information

  • Payment Type / Info
  • Intake Form
  • Add Ons
  • Admin Note

Select only the fields you want to include in your report.

Step 7: Print the report

Once the report contains the required date range, filters, and information, click the Print icon in the top-right corner.

Your browser's print dialog will open.

From there, you can:

  • Select a printer
  • Adjust print settings
  • Choose page orientation
  • Save the report as a PDF, if supported by your browser

 

Can I export a report instead of printing it?

Yes.

Appointy also provides an Export option for reports.

When exporting, you may see options such as:

  • Export to file
  • Send to email

For smaller reports, the report can be exported directly to a file. Appointy indicates that direct file export is applicable for reports with fewer than 3,000 records.

For larger or asynchronous exports, you can choose to have the report sent to your email.

 

How can filters help before printing?

Filters help you print only the records that matter to you.

For example, you can create a report for:

  • One specific staff member
  • One service
  • Only confirmed or non-cancelled appointments
  • Customers using a particular discount coupon
  • Appointments containing specific add-ons
  • Customers with a particular tag

Apply the filters first, confirm that the report displays the required records, and then click Print.


 

Frequently Asked Questions

Can I print all reports in Appointy?

Yes. Reports available in the Reports section include a Print option that allows you to print the report currently displayed.

Where is the Print icon?

The Print icon appears at the top-right of the report screen.

Can I print an Appointment Report for a specific date range?

Yes. Select Custom and specify the Start date and End date before printing.

What is the difference between By Appointment Date and By Booking Date?

By Appointment Date organizes appointments according to when they are scheduled to occur.

By Booking Date organizes appointments according to when the customer originally created the booking.

Can I filter a report before printing?

Yes. Use the Filter option to narrow the report by criteria such as Service, Staff, Appointment Status, Arrival Status, Discount Coupon, Addon, or Customer Tag.

Can I choose which columns appear in my report?

Yes. You can select the customer, appointment, service, staff, payment, and additional-information fields you want to display.

Can I export a report instead of printing it?

Yes. Use the Export option to download the report to a file or send it to an email address, depending on the report size and available options.

Can I save the report as a PDF?

Yes. If your browser provides Save as PDF in its print dialog, select that option after clicking Print.

 

 

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