Appointlet stores all booking data indefinitely, allowing you to access your records and generate reports for both past and future meetings. The filtering tools available in the Meetings tab give you control over which specific meetings, members, or meeting types are shown in the Meetings display. Your search results can also be confined to a specific date range if needed. Let's take a look at to locate and use this tool.
Filtering for Specific Bookings
Before generating a report, it's important to decide which data you want to review. The filtering tools on the Meetings tab can help focus on certain data sets. For instance, you could use the date selector to target a specific date or range of dates for the export:
The filter tool on the right side of the screen can also be used to limit the booking information to a specific member, meeting type, and meeting status. This can be paired with the date range tool if needed.
Exporting Booking Data
Once the download is complete, your meeting data will be saved as a .CSV file in your device's Downloads folder. At this point, you're all set to import your report into a spreadsheet program of your choice.