Before you start
Use an owner account. Decide the date range and whether you need confirmed visits or all statuses.
Open the report
From Business home, select View appointment report.
Set the filters
Choose From, Through, Status and Practitioner. Use All statuses or All practitioners when needed, then Apply filters.
Read the totals in context
Totals count confirmed appointments in the selected range. Expected value uses the amount saved at booking; it is not proof that money was collected.
Export the full filtered list
Select Export CSV. The page lists up to 50 appointments; the CSV includes the full filtered list. Save it somewhere appropriate for client data.
What success looks like
Your export matches the intended filters and you understand the difference between appointment value and collected payments.
If it doesn’t work
The date range is rejected
Set Through on or after From and keep the range within one year.
Totals differ from a payment account
Compare confirmed appointment value, refunds and actual payment records separately. These are not interchangeable reports.
Still not resolved?
Use your existing invitation conversation for private-preview help. Include the exact action, visible error and time, without passwords, private links or client records.
Prepare support detailsChecked against the private app · 14 November 2026