How to make a weekly appointments report
Generating a weekly appointments report in Close CRM requires accessing the Reports module, configuring date filters for the current week, filtering by activity type, and reviewing results by agent. The process takes about 20 minutes. In Teeo, you request the report from the assistant and receive the complete weekly summary immediately.
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 Close: step by step
Requirements
- ·Close CRM does not have a pre-configured 'weekly appointments' report; you must build it manually with filters in Activity Report.
- ·CSV export requires the Professional plan ($100/user/month) or above.
- ·Close does not automatically group appointments by day in the report view; you must do this manually if needed.
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'.
Select 'Activity Report'
Inside Reports, click 'Activity Report'. This is the main report for viewing team activities by time period.
Configure the week's date range
In the date selector, choose 'This Week' if available, or manually set the start date (Monday of the current week) and end date (Sunday or Friday, depending on your work week).
Filter by activity type: Meetings/Tasks
Apply the activity type filter and select 'Meeting' and/or 'Task'. This will exclude calls and emails from the report, showing only appointments.
Select the users to include
If you want the report for the entire team, leave the user filter at 'All Users'. If you need only a specific agent, select them in the users dropdown.
Apply filters and review results
Click 'Apply' or 'Update' to refresh the report with the selected filters. Review the results: total number of appointments, distribution by agent, and status of each appointment.
Organize data manually if needed
Close does not automatically group appointments by day. If you need a daily view, you can change the date range day by day for each query, or export to CSV and organize in Excel.
Export or document the report
If you have the Professional plan, click 'Export' to download as CSV. Otherwise, manually document the totals: completed, pending, and cancelled appointments for the week.
Frequently asked questions
Does Close CRM have a predefined weekly appointments report?
No. Close CRM does not have a predefined weekly appointments report. You must build it manually by configuring date filters (this week) and activity type (Meeting/Task) in the Activity Report. Additionally, Close does not automatically group results by day.
Can you see the whole week's appointments by agent in Close?
Yes, but in a limited way. In the Activity Report you can filter by 'This Week' and see activities by user. However, the view is not an executive summary; it is a list of activities that you must manually analyze to get totals by agent and day.
What is the most efficient way to get a weekly appointments report?
The most efficient way is with Teeo CRM. You just write: 'Give me this week's appointments report' and receive the weekly summary grouped by day and agent, with totals and status for each appointment, without configuring filters or exporting data.