How to Search Within Appointy Reports

The Search Bar in Appointy Reports helps you quickly find records that contain a specific value.

You can use it to search for information such as:

• Customer name
• Customer email address
• Service name
• Staff name
• Intake form information
• Other values available in the report

This is useful when you already know what you are looking for and want to find matching records quickly without applying multiple filters.

Quick navigation

Reports → Open the required report → Search → Enter the value

How to use the Search Bar in Reports

Step 1: Open Reports

Log in to your Appointy admin account and click the Reports icon from the left-side navigation.

Step 2: Open the report

Select the report you want to search.

Step 3: Open the Search Bar

From the icons available in the top-right corner of the report, click the Search icon.

Step 4: Enter what you want to find

Type the value you want to search for.

For example:

• John Smith
• john@example.com
• Swedish Massage
• Alex
• A value entered in an intake form field

Example: Search for a customer

Suppose you want to find all matching records for a customer named John Smith.

You can:

1. Open the required report
2. Click the Search icon
3. Enter John Smith

The report will display records that match the search value.

Example: Search by service

If you want to quickly find records related to Deep Tissue Massage, enter the service name in the Search Bar.

This can be faster than using Advanced Search when you simply want to locate matching text in the report.

Search Bar vs Advanced Search

The Search Bar and Advanced Search serve different purposes.

Use the Search Bar when:

• You know the exact name, email, service, or value you want to find
• You need a quick lookup
• You do not need to build a specific filter condition

Use Advanced Search when:

• You want to filter by a specific field
• You need more structured conditions
• You want to narrow the report by criteria such as staff, appointment status, coupon, or tag

For example:

Search Bar
Search for John Smith

Advanced Search
Filter by Staff = Alex and Appointment Status = Completed

Frequently Asked Questions

What can I search for in Appointy Reports?

You can search for values such as customer names, email addresses, service names, staff names, intake form information, and other data available in the report.

Where is the Search Bar?

Open the required report and click the Search icon in the top-right area.

Does the Search Bar change the report data?

No. It only filters the records currently displayed based on the search value.

What is the difference between Search and Advanced Search?

Search is best for quickly finding a value.

Advanced Search is better when you want to apply a specific filter condition.

Can I search using a customer email address?

Yes. If the email information is available in the report, you can search using the email address.

Can I search for a service or staff member?

Yes. Enter the service name or staff name in the Search Bar.