How to make a weekly appointments report
Generating a weekly appointments report in Freshsales involves navigating to the Reports module, selecting Activity Reports, setting date and agent filters, and exporting the results. The process requires several clicks and manual adjustments. In Teeo, you simply ask for the report 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 Freshsales: step by step
Requirements
- ·Activity reports are available on all Freshsales plans, including Growth.
- ·Freddy AI Insights for advanced analytics is only available on Pro and Enterprise plans.
- ·Exporting to CSV or PDF requires admin permissions or a profile with report access.
Log in to Freshsales
Go to your Freshsales domain (e.g., yourcompany.freshsales.io) and enter your credentials. Complete the two-step verification if it is enabled.
Access the Reports module
In the left-side navigation bar, click the 'Reports' icon (bar chart). The main reports panel will open with available categories.
Select the Activity Reports category
Inside the Reports panel, locate and click 'Activity Reports' in the side menu or category list. This section groups all reports related to sales team activities.
Open the Appointments report
Within Activity Reports, find and select the 'Appointments' or 'Appointment Summary' report. If it doesn't appear in the main list, use the report search field to find it.
Set the date range to the current week
In the report's filter panel, click the 'Date Range' date picker. Select 'This Week' from the predefined options dropdown, or manually enter the start date (Monday) and end date (Sunday) of the current week.
Filter by agent or team (optional)
If you need the report for a specific agent or the entire team, use the 'Assigned To' or 'Owner' filter. Select the desired agent from the dropdown or leave it on 'All Users' to include everyone.
Apply filters and generate the report
Click the 'Apply' or 'Run Report' button so Freshsales processes the filters and generates the results. The report may take a few seconds to load depending on data volume.
Review the grouped results
Examine the generated report. Verify that the data shows the current week's appointments correctly grouped. You can sort columns by clicking on each column header to facilitate analysis.
Export the report to CSV or PDF
Click the 'Export' button in the upper right corner of the report. Select the desired format: CSV for spreadsheet data or PDF to share as a document. Download the generated file.
Frequently asked questions
How do I view the weekly appointments report in Freshsales?
To view the weekly appointments report in Freshsales, go to Reports → Activity Reports → Appointments, set the date filter to 'This Week', and click Apply. The full process takes 15 to 20 minutes and involves 9 navigation steps.
Can I filter the appointments report by agent in Freshsales?
Yes. In the Appointments report filter panel, you can use the 'Assigned To' filter to view appointments for a specific agent or the entire team. This option is available on all Freshsales plans.
What is the fastest way to get a weekly appointments report?
The fastest way is with Teeo CRM: simply type 'Give me this week's appointments report' and you instantly receive a summary grouped by day and agent with totals and statuses. No menu navigation or manual filter configuration required.