The Advanced Search option in Appointy Reports lets you filter report data based on specific conditions.
This is useful when you do not want to review the entire report and instead need to focus on a particular service, staff member, appointment status, customer, coupon, tag, or other stored information.
What can you filter by?
Depending on the report and data available in your account, Advanced Search can be used to filter by conditions such as:
- Service name
- Staff name
- Appointment status
- Arrival status
- Customer username
- Discount coupon
- Gift certificate
- Add-ons
- Customer tags
- Other custom information stored in your account
Quick navigation
Reports → Open the required report → Advanced Search → Select Filter → Apply
How to use Advanced Search
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 review.
Before applying Advanced Search, you can also set the required date range or other basic report options.
Step 3: Open Advanced Search
From the icons available in the top-right corner of the report, click the Advanced Search icon.
Step 4: Select the filter
Choose the condition you want to use.
For example, you may want to filter the report by:
- A specific service
- A specific staff member
- Appointment status
- A coupon used during booking
- A particular customer tag
After selecting the required condition, click Apply.
The report will refresh and display only the records that match the selected condition.
Example: Filter appointments by staff
Suppose you want to review only the appointments handled by one employee.
You can:
- Open the required report
- Open Advanced Search
- Select Staff
- Choose the required staff member
- Click Apply
The report will then show only appointments matching that staff member.
Example: Filter by service
If you want to analyze one particular service:
- Open the report
- Open Advanced Search
- Select the service-related filter
- Choose the required service
- Click Apply
This makes it easier to review service-specific appointment activity.
Why use Advanced Search?
Advanced Search is useful when you want to:
- Investigate a specific appointment segment
- Review one staff member’s activity
- Analyze a particular service
- Find appointments with a specific status
- Track bookings associated with coupons or gift certificates
- Review customers with specific tags
- Narrow down large reports before exporting or printing
Advanced Search with export and print
You can first apply an Advanced Search filter and then use the report actions available to you.
For example:
Advanced Search → Filter by Staff → Apply → Export
or:
Advanced Search → Filter by Service → Apply → Print
This helps you work with a focused subset of report data instead of the full report.
Frequently Asked Questions
What is Advanced Search in Reports?
Advanced Search lets you filter report data using more specific conditions, such as service, staff, appointment status, customer details, coupons, tags, and other stored information.
Where do I find Advanced Search?
Open the required report and click the Advanced Search icon in the top-right area of the report.
Can I filter appointments by staff?
Yes. Select the relevant staff filter and choose the required staff member.
Can I filter by service?
Yes. You can filter report data based on a specific service.
Can I filter by appointment status?
Yes. Appointment status can be used as a filter where available.
Can I filter by coupons or gift certificates?
Yes. Advanced Search can include conditions such as discount coupons and gift certificates.
Can I export a filtered report?
Yes. Apply the Advanced Search filter first, then export the resulting report.