How to make a daily appointments report
Generating a daily appointments report in HubSpot requires navigating to the Reports section, creating a custom report filtered by today's meetings, and exporting or saving it to a dashboard. The process takes 15 to 20 minutes the first time and requires Sales Hub to access Meetings data. In Teeo, you request the report and receive it instantly.
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 HubSpot: step by step
Requirements
- ·Meetings data requires Sales Hub for complete tracking of scheduled meetings.
- ·The free plan allows viewing meetings in HubSpot's calendar but detailed reports require a paid plan.
- ·To see appointments scheduled through HubSpot's Meetings tool, the sales rep must have Sales Hub Starter connected.
Log in to HubSpot and access Reports
Go to app.hubspot.com. In the top navigation bar, click 'Reports'. If you don't see this option, make sure you have the necessary permissions in your account.
Navigate to Reports > Reports Library
Within the Reports module, click 'Reports' in the sidebar. Then select 'Report library' to see available pre-built reports or create a new one.
Search for meeting activity reports
In the report library, search for 'Meetings' or 'Meeting activity' in the search bar. HubSpot has pre-built meeting activity reports you can use as a base.
Create a custom meetings report
Click 'Create report' and select 'Custom report builder'. For report type, choose 'Activities' and then select 'Meetings' as the primary data source.
Configure the report columns
In the report builder, add the properties you want to see: contact name, meeting date and time, meeting title, assigned owner (agent), and status. Drag these properties to the columns area.
Apply the date filter for today
In the filters section, add a filter for 'Meeting date'. Select 'is equal to' and choose 'Today' or type today's date manually. This will show only today's meetings.
Apply and preview the report
Click 'Apply' to apply the filters. The report will show all meetings scheduled for today. Review that the information is correct: contact, time, agent, and status of each appointment.
Save and export the report
Click 'Save' to save the report to your library. To export it, click the export button (download icon) and choose the format: CSV or Excel. You can also add it to a dashboard to view it daily without recreating it.
Frequently asked questions
Can I view today's appointments directly from HubSpot's calendar?
Yes. In HubSpot you can go to Sales > Meetings to see a list of scheduled meetings. You can also connect your Google Calendar or Outlook with HubSpot to see all appointments in one place. However, this view is not an exportable report with advanced filters.
Does HubSpot allow scheduling automatic daily appointment reports?
Yes, with Reports on paid plans you can schedule automatic report delivery by email at regular intervals (daily, weekly, monthly). To do this, go to the saved report, click the three dots, and select 'Schedule report delivery'.
Do HubSpot reports include appointments from all team agents?
By default, reports show all meetings if you have the corresponding permissions. You can filter by 'Meeting owner' to see only one specific agent's appointments, or leave the filter open to see the whole team's appointments.