Follow the steps given below to apply filters on reports: 

  1. Go to the ‘Reports’ section from the toolbar appearing on the left side of the screen.

  1. Open the report type that you’d like to view.

  2. Make sure that the Center for which you want to view the appointment reports is selected from the drop-down at the top left of the reports section. 

  3. Filters can be applied on 

    1. Student name 

    2. Student email 

    3. Parent name 

    4. Parent email 

    5. Session type 

    6. Instructor name 

    7. Instructor email

    8. Price (not relevant)

    9. Status

    10. Booked by

    11. Custom Status

  4. Select the field to which you want to apply a filter, from the search bar just above the list of appointments. 

  1. Click on apply after entering the search information and the system will only show the appointments that match the entry in the search criteria. 

  2. Additional filters can also be applied on top of the already applied ones. 

For example - You can search for a specific parent by name and then search all the appointments for that parent in which the appointment status was set to ‘Confirmed’.