How to make a weekly appointments report
Generating a weekly appointments report in Pipedrive involves opening Insights, configuring an activities report, filtering by date range, and grouping by agent. The process takes around 20 minutes, and advanced visualizations require the Professional plan. In Teeo, you just send 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 Pipedrive: step by step
Requirements
- ·Insights is available on all plans, but shared dashboards and advanced export require the Professional plan ($49/user/month) or above.
- ·Activities of type 'Meeting' must be previously logged in Pipedrive to appear in the report.
Log in to Pipedrive
Go to app.pipedrive.com and enter your credentials. Make sure your role has report viewing permissions.
Navigate to the Insights section
In the left sidebar, click the chart icon or 'Insights'. This section hosts all reports and dashboards in your account.
Create a new report
Click the '+ Add report' or 'New report' button in the top-right corner of the Insights panel.
Select report type: Activities
In the report type selector, choose 'Activities'. This category covers all meetings, calls, emails, and tasks logged in Pipedrive.
Filter by activity type 'Meeting'
In the filters panel on the right, find the 'Activity type' field and select 'Meeting'. This excludes calls, emails, and other activities that are not appointments.
Set the date range to 'This week'
Find the Date range filter and select 'This week'. Pipedrive will automatically calculate from Monday to Sunday of the current week.
Group results by user or by day
In the 'Group by' section, select 'User' to see totals per agent, or 'Date' to see daily distribution. You can combine both if your plan supports it.
Review the report and adjust visible columns
Verify that columns show the status of each activity (completed / pending). Use the columns button (table icon) to add or remove fields such as 'Due date', 'Assigned to', or 'Status'.
Save or export the report
Click 'Save report' to save it to your Insights dashboard. To export, use the three-dot menu (⋯) and select 'Export to spreadsheet' to download the report as CSV or XLSX.
Frequently asked questions
Where do you create appointment reports in Pipedrive?
Appointment reports in Pipedrive are generated from the Insights section, accessible in the left sidebar. You need to create an 'Activities' report, filter by type 'Meeting', and set the desired date range. Insights is available on all plans, though some advanced dashboard features require the Professional plan.
Can I see weekly appointments by agent in Pipedrive?
Yes. When configuring the report in Insights, you can use the 'Group by: User' option to break down appointments week by week for each team agent. You can also filter by a specific user if you only want to see one person's appointments.
How do I export the Pipedrive appointments report to Excel?
From the report in Insights, click the three-dot menu (⋯) in the top corner of the report and select 'Export to spreadsheet'. Pipedrive will generate a CSV or XLSX file you can download and open in Excel or Google Sheets.