Client Reports

[CLNT-105] Client Appointments

Description

Type of Report

This is a client-based report which pulls data from the appointment calendar.

Purpose

Returns a list of appointments scheduled for the client during the reporting period.

Running the Report

Who Can Run the Report

Anyone can run the report but results will be limited based on the user's access levels.

Report Location

The Client Appointments report is a client-based report and must be run from the client's profile screen.

Specifications

Universe

Pulls appointments created using the Schedule Appointment function in Clarity which were scheduled during the reporting period.

Report Table

Updated 12/17/2021