📋 Overview
The Appointment Report is divided into two main tabs:
Appointments: displays all non-cancelled appointments
Cancelled Appointments: shows appointments that were booked but later cancelled
🔍 How to Use the Appointment Report
Set Advanced Filter Parameters
Before generating a report, configure the following:
(Required) Time Period: select a time period you'd like to review
Filter by: choose whether to sort the data by Scheduled Date or Appointment Date
Appointment Status: select which appointment statuses to include in the report
Scheduling User: filter by team member who scheduled the appointment
Appointment Scheduling Method: choose the method used to schedule the appointment
Internal: scheduled within Shepherd
Pet Portal: scheduled through the Pet Portal
OpenAPI: scheduled using an external vendor
Provider: narrow the report by specific provider(s)
Supervising Doctors: filter results by supervising doctor(s)
Appointment Type: select one or more appointment types to include
Choose whether or not to include Block Appointments
If no optional parameters are selected, all options will be included by default
Click View Report to generate the data.
📊 Appointments Tab
This tab displays all scheduled and active appointments. You’ll see:
Column | Description |
Scheduled Date | Date the appointment was initially scheduled |
Appointment Date | Date the appointment is scheduled to be seen |
Appointment Status | Status such as Pending Request, Check Out, No Show, Upcoming, Checked In, etc. |
Scheduling Method | Internal, Pet Portal, or OpenAPI |
Appointment Type | Lists defined appointment types. Will include Block Appointments if toggled on |
Scheduling User | User who scheduled appointment |
Provider Name | Provider assigned to the appointment |
Supervisor Doctor | Supervisor Doctor, if applicable |
Client Type | Client type classification, if applicable |
Client Name | Full name of the client |
Patients Name | Full name(s) of the patient(s) |
💡 Use column sorting and filtering to quickly analyze patterns.
You can also click Download to export the report as a PDF or CSV file.
❌ Canceled Appointments Tab
This tab lists shows appointments that were booked but later cancelled.
Column | Description |
Scheduled Date | Date the appointment was initially scheduled |
Appointment Date | Date the appointment was scheduled to be seen |
Cancelled On | Date appointment was cancelled. Appointments created before this feature was implemented will not have a cancellation date recorded, and |
Appointment Type | Lists defined appointment types |
Scheduling User | User who scheduled appointment |
Provider Name | Provider assigned to the appointment |
Client Name | Full name of the client |
Patients Name | Full name(s) of the patient(s) |
💡 Use column sorting and filtering to quickly analyze patterns.
You can also click Download to export the report as a PDF or CSV file.
💾 Downloading Reports
Click the Download button or use the Appointments CSV/Canceled Appointments CSV links to save your results in spreadsheet CSV or PDF format for further analysis or historical archiving.
📌 Tips
You must select a Time Period to generate the report
If no data appears, check your filters or widen the date range
If you have multiple locations, you can choose to run the report for one or all locations