--- title: Online Appointments By Status slug: online-appointments-by-status createdAt: 2024-11-22T06:39:24.387Z --- The **Online Appointments by Status** [Reports](docId\:W77fOTsoi3FPy_lzWMCj2) provides a status-based comparison of all online appointments created during a selected time period and location(s). It is designed to help teams monitor appointment trends, optimize scheduling processes, and improve customer satisfaction. # Getting Here :::hint{type="warning"} This report is available to users with access to the **Reports Module**. Restricted users with limited permissions cannot access this feature. ::: **Steps to Access**: - Navigate to [Reports](docId\:W77fOTsoi3FPy_lzWMCj2) from the left-hand menu. - Under the [Appointment](docId\:W05Ijt89Q4w3j6lL3ei3_) section, select **Online Appointments by Status**. # Using the Report ## Filters - **Period**: Adjust the time frame of the report. - Options include **This Month**, **Last Month**, or a **Custom Date Range**. ![](https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-Pmu6Nz4sid52X0eASSpe9-20250626-051822.jpg) - **Location**: Choose a specific clinic or location for analysis (or keep it set to "All" for a consolidated view). ![](https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-4gVx84l6gB_8k9VVw3_OL-20250626-052149.jpg) ## Report Layout - **Pie Chart**: - Displays a visual breakdown of appointment statuses. - Hover over each segment to see the number and percentage of appointments in each category. - ![](https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-6KROOeJKvZyk7_dMEeCrb-20250626-052437.jpg) - **Data Table**: - **Columns**: - **S. No.**: Coded number for easy reference. - **Status**: Displays the category of appointment status. For e.g. Booked, Cancelled, and etc.. - **Total**: Total count of appointments in each status. - The table provides a detailed summary of the pie chart data, making it easier to identify specific trends. ![](https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-v89nyM-nVFYW4iNtGLvzb-20250626-052613.jpg) ## Export the Data - Right click on the graph and press **Download**. The report will be downloaded as an image. - Use the exported data for offline analysis or sharing with other team members. :::Iframe{iframeHeight="0" code="
"} ::: # Practical Use Cases 1. **Track Appointment Trends**: - Identify which statuses (e.g., "Cancelled" or "No Show") are occurring most frequently. - Spot patterns over time, such as increased cancellations in specific months. 2. **Improve Operations**: - Focus on reducing "No Show" appointments by implementing reminders or confirmations. - Analyze high "Conflict" rates to adjust scheduling strategies. 3. **Monitor Location Performance**: - Compare appointment statuses across multiple clinics or service centers to evaluate operational efficiency. 4. **Customer Insights**: - Use data to gauge customer engagement and satisfaction based on completed vs. cancelled appointments. # Best Practices 1. **Regular Monitoring**: - Review the report weekly or monthly to stay updated on trends. 2. **Use Filters Strategically**: - Narrow down to specific locations or custom time periods for targeted insights. 3. **Take Action on Trends**: - If cancellations are high, assess reasons (e.g., timing issues, customer feedback) and make adjustments. - Develop strategies to address frequent "No Shows," such as automated reminders or penalties. 4. **Share with Teams**: - Use exported data to present findings to your team and collaborate on improving appointment management processes. # FAQs 1. ** Can I view appointment statuses for multiple locations at once?** - Yes. By default, the location filter is set to "All," which consolidates data from all available locations into one report. 2. **Is there a way to see changes in appointment status over time (e.g., trend by week or month)?** - This specific report provides a snapshot of statuses within the selected timeframe, but does not display status trends over time. For time-based trends, use other analytics reports like Appointment Analytics. 3. **What appointment statuses are included in this report?** - The report includes all appointment statuses tracked in your system, such as Booked, Completed, Cancelled, Rescheduled, No Show, and Conflict. 4. **Why does the pie chart show fewer categories than I expected?** - Only statuses with at least one recorded appointment during the selected period and location will appear in the chart. If no appointments fall under a certain status, it won’t be visualized. 5. ** Can I drill down into individual appointments from the report?** - No. This report is designed for high-level status comparison. To explore individual appointments, use the Appointments module or other drill-down reports. 6. **Does this report include both online and offline bookings?** - No. This report specifically analyzes online appointments only. Offline or manually entered appointments are excluded. 7. **Can I compare status data between two different months side-by-side?** - Not within the same view. You can run the report twice, once for each month and compare the exported images or tables offline. 8. **What does the 'Conflict' status mean in this report?** - “Conflict” typically indicates appointments that overlapped or conflicted with another booking. Check with your system’s scheduling rules for exact criteria. 9. **Can I access this report if I don’t have the Appointments module enabled** - No. Access to this report requires the Appointments module. Users without access to that module will not be able to view it. 10. **What format does the exported image download in?** - The graph is downloaded as a standard image file, typically PNG when you right-click and select "Download."