How to make a weekly appointments report
Generating a weekly appointments report in Bitrix24 involves navigating between CRM Analytics, the activities module, and the calendar, setting date filters, and exporting the results. The process takes several steps and requires familiarity with the interface. In Teeo, you simply ask for it in one message.
How to do it in Teeo
“Give me this week's appointments report”
You receive the weekly summary grouped by day and agent, with totals and status for each appointment.
How to make a weekly appointments report in Bitrix24: step by step
Requirements
- ·CRM Analytics reports are available from the Basic plan. The Free plan has limited access.
- ·Viewing activities by agent requires admin permissions or a profile with CRM report access.
- ·The Calendar module can also show weekly appointments, but does not allow exporting them directly to a report.
Log in to Bitrix24
Go to your Bitrix24 portal (e.g., yourcompany.bitrix24.com) and enter your email and password. Complete the two-step verification if it is enabled on your account.
Access the CRM module
In the left-side navigation bar, click 'CRM'. The main CRM menu will expand with all available sections.
Open the Analytics section
Inside the CRM menu, find and click 'Analytics'. If it doesn't appear directly, it may be under 'Reports' or 'More'. The CRM analytics panel will open.
Select Activity Reports
In the Analytics panel, find the activity reports section. It may appear as 'Activity Reports', 'Calls & Meetings', or 'Activities'. Click the corresponding category.
Choose the meetings or appointments report
Within activity reports, select the 'Meetings', 'Appointments', or 'Activities by Type' report. This report groups the team's scheduled activities.
Set the date filter to the current week
In the report's filter panel, click the date field and select 'This Week' or 'Current Week' from the quick options menu. Verify that the start and end dates correspond to the current week.
Filter by activity type: meetings or appointments
Use the 'Activity Type' filter to select only 'Meeting' or 'Appointment'. This excludes calls, tasks, and other activity types from the report.
Filter by agent or select all
In the 'Responsible' or 'Assigned To' filter, choose the specific agent whose appointments you want to see, or leave it on 'All' to include the entire team.
Apply filters and review the results
Click 'Apply' or 'Search' to generate the report with the configured filters. Review that the data shows the current week's appointments correctly grouped by agent.
Export the report
Click the 'Export' button or download icon in the upper corner of the report. Select the format (CSV or Excel) and download the file to share or analyze.
Frequently asked questions
Where are the appointment reports in Bitrix24?
Appointment reports in Bitrix24 are found under CRM → Analytics → Activity Reports. There you can filter by activity type (Meeting or Appointment), date range, and responsible agent. The full process to generate and export the report takes approximately 25 minutes.
Can I view weekly appointments by agent in Bitrix24?
Yes, in CRM → Analytics → Activity Reports you can use the 'Responsible' filter to view appointments for a specific agent. You can also use 'All' to include the entire team. This filter is available on Basic, Standard, and Professional plans.
What is the fastest way to get a weekly appointments report?
The fastest way is with Teeo CRM: type 'Give me this week's appointments report' and you instantly receive the summary grouped by day and agent with totals and statuses. No menu navigation or manual filter configuration required.