How to make a daily appointments report
Close CRM generates activity reports from the Reports tab, including calls, emails, and tasks for the day. To see specific appointments, you use Activity Reports filtered by date and activity type. The process takes 10 to 15 minutes. In Teeo, you ask the assistant for the report and receive it instantly with all the details.
How to do it in Teeo
“Give me today's appointments report”
You receive the complete report with all today's appointments: client, time, channel, and assigned agent.
How to make a daily appointments report in Close: step by step
Requirements
- ·Close CRM calls scheduled appointments/meetings 'Tasks'. Appointment reports are generated by filtering activities by type 'Meeting' or 'Task'.
- ·Native Close reports are available on all paid plans.
- ·To export reports to CSV, the Professional plan or above is required.
Log in to Close CRM
Go to app.close.com and enter your credentials.
Access the Reports module
In the left navigation bar, click 'Reports'. If you don't see the Reports icon, look for it in the bottom menu or main navigation section.
Select 'Activity Report'
Inside Reports, select 'Activity Report' from the report type menu. This report shows all team activities by period.
Set the date range to today
In the date selector, choose 'Today' or set the start and end date range to today's date. Some plans allow selecting 'Today' as a quick option.
Filter by activity type: Meetings/Tasks
Use the activity type filter to select 'Meeting' and/or 'Task'. This will show only the day's scheduled appointments, excluding calls and emails.
Filter by user or team (optional)
If you need the report for a specific agent or the entire team, use the user filter. By default it shows activities for all users with report access.
Review the report results
The report will show the day's appointments with information about the associated lead, the responsible agent, the status (completed, pending), and the time. Verify all data is correct.
Export or share the report (optional)
If you have the Professional plan or above, click 'Export' to download the report as CSV. You can also take a screenshot or copy the information to share with the team.
Frequently asked questions
What are appointments called in Close CRM?
In Close CRM, scheduled appointments or meetings are called 'Tasks' with type 'Meeting'. Close also syncs with Google Calendar to display external calendar events as activities within the CRM.
Can you export the daily appointments report in Close?
Yes, but only on Professional plans ($100/user/month) or above. On lower plans, reports are visible on screen but cannot be exported to CSV or Excel directly from the interface.
What is the fastest way to get a daily appointments report?
The fastest way is with Teeo CRM. You just write: 'Give me today's appointments report' and receive the complete report instantly with client, time, channel, and assigned agent, without navigating through report menus.