AQ225: Appointment List by Filter

The AQ225 displays appointments scheduled within the date range that match the selected filter criteria. Filters include: Appointments Booked Online, Clients with 1 Prior Visit, Clients with Less Than 5 Visits, Clients with Multiple Appointments, New Clients, No Shows, Not Checked Out, Redo, Standing Appointments, Unassigned Appointments, and Walk-Ins.

Report definitions

The information in the AQ225 report are taken directly from each appointment's details as they appear in the Appointment Book. This includes employee-specific pricing and Appointment Notes, if either exists.

Setting up the AQ225 report

1. Type AQ225 in the Convobar, or go to Meevo > Reports > Appointments, and then select the AQ225 report.
2. Select a date or date range for running the report:
   1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
   2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

3. Appointment Category: Filters the list to only those appointments that match the entered Appointment Category and Filter Appointments To selection.
4. Filter Appointments To: Select which appointments should appear in the report.
   1. All: This option appears after you've selected an Appointment Category. All includes all appointments in the selected Appointment Category.
   2. Appointments Booked Online: Appointments that were booked through Online Booking.
   3. Clients with 1 Prior Visit: Clients who have only 1 visit during the selected date range.
   4. Clients with Less Than 5 Visits: Clients who have less than 5 visits during the selected date range.
   5. Clients with Multiple Appointments: Clients that have more than one appointment on the book for the date range.
   6. New Clients: A new client is someone new to the business who had a visit during the date range or pool month, with no visits prior to the date range.
   7. No Shows: Appointments on the book that are marked as No Shows.
   8. Not Checked Out: Appointments on the book that were never checked out.
   9. Redo: Appointments on the book that were marked as Redo in the Appointment Editor.
   10. Standing Appointments: Displays current, standing appointments.
   11. Walk-Ins: Appointments that were marked as Walk-In.
   12. Unassigned Appointments: Appointments booked through the Resource Appointment Book that have no assigned employee.
5. Sort Report By: Choose how to organize/sort the report.
   1. Date: Appointments are ordered by date; report displays estimated revenue for each day and total estimated revenue for all days.
   2. Employee: Appointments are ordered by the servicing employee; report displays estimated revenue for each day and total estimated revenue for all days.
6. Page Break After Sort Option: When selected, a new page begins for each date/employee (depending on your sort selection) in the report.
7. Show client phone numbers: Includes client phone numbers (pulled from the client profile) in the report.

8. All Employees: Enable this checkbox to run the report for all employees within the date range. This includes active, inactive (including terminated), and deleted employees. Or, to run the report for specific employees, deselect the checkbox and use the drop-down to select employees or Employee Categories. You can show or hide inactive employees in this list, but deleted employees will never appear here. Note the All Employees "bubble" in the Employee list selects all employees in that list; it is not the equivalent of selecting the All Employees checkbox.
   

   Note: Selecting All Employees will also return any data tied to the House employee.