Filter appointment reports by date range
Apply a defined reporting period and compare like-for-like appointment performance. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
What you’ll accomplish
Apply a defined reporting period and compare like-for-like appointment performance. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How the module flow works
The report controller accepts supported date boundaries and applies them to its appointment queries.
Period comparison uses separate current and previous datasets according to the selected range.
Date interpretation should be checked against the CRM and module timezone.
Follow these steps
- Go to Reports.
- Select a preset or enter the start and end dates.
- Apply the filter.
- Verify the period displayed above charts/tables.
- Export or compare only after checking the boundaries.
Fields and decisions to review
How to confirm it worked
After this workflow completes, Britixo keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Britixo database save.
- Open the saved appointment and confirm the final status and source.
- Check the participant, provider, timing and timezone from the full detail page.
- Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.
Controls, checks and common mistakes
- Do not compare a partial month with a complete month without explanation.
- Check appointments near midnight.
- Clear old filters before creating a new report.
- Use the least destructive correction and retain the appointment history when the booking existed operationally.
- Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.