The ‘Search Bar’ in the ‘Reports’ screen allows you to quickly view details of a required entity. The entity can be anything like the client’s name, email address, an intake form field, a service name, staff member’s name, etc.
To use the ‘Search Bar’ in reports:
Quick Nav — (Reports → Open the report that you want to view from the ‘Reports’ section → From the set of icons appearing on the top-right, click on the search icon → Enter the entity name in the ‘Search Bar’)
- Log into your Appointy admin panel.
. - Click on the ‘Reports’ icon in the toolbar appearing on the left.
. - Open the report that you want to view from the ‘Reports’ section.
. - Click on the ‘search’ icon from the set of icons appearing at the top-right corner of your screen.
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. - Enter the entity name in the search bar.
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You will see the report filtered based on the entity name you have entered.