Custom Reports

• March 31, 2025 21:33

Traci

I need to run a booking report for a specific client

I can view all scheduled services for that client in the Bookings tab of their client card, but need to export and view all at once.  This particular client has been with us for over a year and has at least five bookings per week, so clicking one view at a time is too time-consuming

0

• 

  Product Success Team

  Thryv Moderator

  Thryv Employee

  • April 01, 2025 16:53

  

  Great question Traci! To export a booking report for a specific client, first click on Calendar, then Appointment List

  

  Then, in the top left search for your client's name

  

  Now that your list is filtered for your client, click on the export icon in the top right

  

  In the window that pops up, ensure that your rows are set to filtered. This will ensure the export only contains appointments for your client. Don't forget to set the date range!

  

   

  Thanks for your question! If you run into anything else, don't hesitate to leave another comment

  0

Please sign in to leave a comment.