How to make a daily appointments report
Salesforce manages appointments as Activities (Events) within its activities module. To see a daily appointments report, you must create a new report with the 'Activities with Events' type, apply date and type filters, select the relevant columns, and run it. The process takes about 20 minutes. In Teeo, you ask and receive the complete report in seconds.
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 Salesforce: step by step
Requirements
- ·Salesforce does not have a dedicated 'today's appointments' view. Appointments are recorded as Events within the Activities module and are consulted through Reports & Dashboards.
- ·The report must be created manually the first time. Once saved, it can be run daily with one click, but the 'TODAY' date filter must be correctly configured to update automatically.
- ·To see appointments for all users (not just your own), you need the 'View All Activities' or 'Modify All Data' permission in your Salesforce profile.
Log in to Salesforce
Go to login.salesforce.com and enter your credentials. Make sure you have access to the Reports module in your profile.
Navigate to the Reports tab
In the top navigation bar, click the 'Reports' tab. If you don't see it directly, search for it in the App Launcher by typing 'Reports'. The list of existing reports will open.
Create a new report
Click the 'New Report' button in the upper right. The report type selector will appear with multiple categories.
Select the Activities with Events report type
In the report type search box, type 'Activities' or 'Events'. Select 'Activities with Events' from the list. This report type includes all relevant event fields such as date, subject, owner, and associated account. Click 'Continue'.
Add date and type filters
In the filters panel on the left side, click 'Add Filter'. Add a filter for 'Close Date' or 'Activity Date' equal to 'TODAY'. Then add another filter for 'Type' equal to 'Event' or 'Meeting' to show only appointments and not tasks. Apply the filters.
Select report columns
In the columns panel, verify that the following fields are included: 'Subject' (appointment subject), 'Activity Date' (date and time), 'Assigned To' (assigned agent), 'Name' (contact/customer), and 'Account Name'. Add or remove columns as needed by dragging from the available fields panel.
Run the report
Click the 'Run' button in the upper right to execute the report with the configured filters and columns. The report will display all appointments for the current day ordered by time.
Save the report and add to Dashboard (optional)
Click 'Save & Run' to save the report with a descriptive name like 'Today's Appointments' in a folder accessible to your team. Optionally, click 'Add to Dashboard' to add the report to an existing dashboard for quick daily access.
Frequently asked questions
How do I filter the appointments report for a single day in Salesforce?
When creating the report, add a filter on the 'Activity Date' or 'Close Date' field and select the dynamic value 'TODAY'. With this value, the report will always show appointments for the current day without needing to change the date manually each day.
How many steps does it take to make a daily appointments report in Salesforce?
There are 8 steps: log in, navigate to Reports, create a new report, select the 'Activities with Events' type, add date and type filters, select columns, run the report, and save it. The process takes approximately 20 minutes the first time.
What is the fastest way to see today's appointments?
With Teeo you only need to write 'Give me today's appointments report' and you immediately receive a complete report with client, time, channel, and assigned agent, with no need to create filters or configure columns.