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[CLNT-105] Client Appointments (New Clarity Interface)

This article describes how to run the [CLNT-105] Client Appointments report, which returns a list of appointments scheduled for the client during the reporting period.

Table of Contents

Purpose

This client-based report pulls data from the appointment calendar and returns a list of appointments scheduled for the client during the reporting period.

Running the Report

Users with the Client Reports access right can run this report. The information returned may be limited by the user's broader access rights and visibility settings.

Report Location

The Client Appointments report is a client-based report and is run from Reports in the client's record.

Client record navigation menu showing the Reports item and Client Appointments report, highlighted

For a full overview of the Reports item, refer to Client Reports (New Clarity Interface).

To run the report:

  • Click Reports in the client's record.
  • Locate [CLNT-105] Client Appointments in the Available Reports table (use search or sort if needed).
  • Click Run on the report's row or select Run from the Action Menu options.
  • Enter the report parameters and click Submit.
  • When the report is ready, open it from the My report queue card or the global Status icon in the header.

Available Reports section in the workspace with the Client Appointments report highlighted

Specifications

Universe

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


Published: 10/01/2026