The following instructions are to import a report that is for active appointments that have an email.
Instructions
- Access Reports > Schedule > Schedule Search.
- Click the + icon.
- Select Import Report.
- In the Import Queries modal, select Active Appointments.
- Click 'Import.' Note: This action displays the report within the Schedule Search screen.
- Click the Copy icon on the line of Active Appointments. Note: This action opens a new screen with the report copied. Notice the Name field.
- Update the Name field to a report name that is meaningful to your situation.
- Customize the report to meet your needs. See Create Custom Query Report.
- Click 'Save.'
- Click the Run Report icon on the line item for the newly created report. Note: To export the report, click the gear icon.