How to make a daily appointments report
To get a daily appointments report in Zoho CRM you can use the Activities module with date filters, or create a custom report in the Reports module filtered to today's meetings and calls. The process takes 10 to 15 minutes. In Teeo, one message delivers the complete report 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 Zoho CRM: step by step
Requirements
- ·In Zoho CRM, appointments and meetings are recorded in the 'Activities' module under the types 'Meeting' or 'Call'. Make sure your team logs appointments in this module so they appear in reports.
- ·The 'Reports' module in Zoho CRM allows creating custom reports with dynamic date filters like 'Today', 'This Week', or 'This Month', which avoids having to manually change dates every day.
- ·For a quick summary without creating a formal report, you can also use the 'Calendar' view in Zoho CRM which shows all day activities in calendar format.
Access Zoho CRM and go to the Activities module
In crm.zoho.com, find the 'Activities' module in the main menu. If it doesn't appear directly, click the 'More' icon in the navigation bar to find it. This module contains all recorded meetings, calls, and tasks.
Filter by activity type: Meetings
In the Activities module view, you'll see tabs or filters for different types: 'Calls', 'Meetings', and 'Tasks'. Click 'Meetings' to see only meetings/appointments. If you also manage appointments as 'Calls', check both tabs.
Apply the date filter for today
In the Meetings view, find the date filter option. Click the date selector and choose 'Today' or manually set today's date in the 'From' and 'To' fields. Zoho CRM will update the list showing only today's meetings.
Review the day's appointment list
The filtered view will show all day's meetings with basic information: appointment title, associated contact or lead, start time, duration, status (pending, completed, canceled), and responsible agent. You can sort by time by clicking the 'Start Time' column.
Access the Reports module for a more complete report
For a more detailed, exportable report, go to the 'Reports' module in the Zoho CRM main menu. Click 'Reports' and then 'New Report' to create a custom appointments report.
Create a report from the Activities module
In the report creation wizard, select the 'Activities' module as the data source. Choose the 'Tabular' report type to get a detailed list. Click 'Next' to continue with column selection.
Select columns and apply the date filter
Select the columns you want in the report: 'Subject', 'Contact Name', 'Start DateTime', 'Duration', 'Status', 'Assigned To', 'Activity Type'. In the filters section, add the filter 'Activity Type' equals 'Meeting' and 'Start DateTime' equals 'Today' so the filter is dynamic.
Save, run, and export the report
Click 'Save and Run' to save the report and execute it. Zoho CRM will display today's appointments with all selected columns. To export, click the 'Export' button (available in CSV, Excel, or PDF formats). Save the report with a name like 'Daily Appointments' to reuse it every day.
Frequently asked questions
Can I schedule the daily appointments report to be sent automatically by email in Zoho CRM?
Yes. Once you create a report in Zoho CRM's Reports module, you can configure automatic email delivery by clicking 'Schedule' within the report. You can schedule it to be sent daily at a specific time to the recipients you configure, such as the sales team or management.
What is the difference between 'Meetings' and 'Calls' in Zoho CRM's Activities module?
'Meetings' are appointments with a defined duration, typically in-person or by video call. 'Calls' are phone call records with duration and outcome. Both types can represent 'appointments' depending on how your team logs interactions. Verify which type your team uses to make sure you include the correct type in the report.
Can I see today's appointments in calendar format in Zoho CRM?
Yes. Zoho CRM has a 'Calendar' view in the Activities module. Click the calendar icon in the upper right corner of the Activities view. You can switch between day, week, or month view to see all scheduled activities in a visual calendar format.