How do I print a list of Appointments for a Client?
The Appointment Summary Report can be used to find a variety of information. In this example it is used to find out how many appointments a client has had made for them. It can also be used to track:
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How many appointments have been cancelled and why, if the Cancelled tickbox and Cancellation Reason fields are used
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How many appointments a client has attended, if the Client Has Arrived field is used
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The types of appointments a Client has been booked for
To run the Appointment Summary Report
Go to Reports
Click on Appointment Summary
You will need to choose the options detailed below:
![](drex_ClientApptList_custom.png)
![](drex_ClientApptList_custom_2.png)
Date range
![](drex_ClientApptList_custom_3.png)
Choose a date range
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From = date of their first appointment (or other dates as required)
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To = today
![](drex_ClientApptList_custom_4.png)
Include...options
![](drex_ClientApptList_custom_5.png)
In the Include... section click on the Appointments radio button
![](drex_ClientApptList_custom_6.png)
Go
![](drex_ClientApptList_custom_7.png)
Click Go
![](drex_ClientApptList_custom_8.png)
Filter the Client Name
![](drex_ClientApptList_custom_9.png)
On the Client Name field, click on the little Pushpin that will display when you hover of the field column
Choose your clients name from the list
Note: In this example, the information has been grouped by Client name also
![](drex_ClientApptList_custom_10.png)
Print Preview / Print
![](drex_ClientApptList_custom_11.png)
Then choose either Print, Print Preview (to save to PDF and then email) or the Excel button to save to an Excel Spreadsheet.