How to make a weekly appointments report
Getting a weekly appointments report in Zoho CRM involves accessing the Analytics module, creating or finding an activities report, applying date filters, and grouping by agent. The process takes around 20 minutes. In Teeo, you ask for the report in one message and receive it instantly.
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 Zoho CRM: step by step
Requirements
- ·Zoho CRM calls appointments 'Meetings' or 'Calls' depending on type; make sure to filter the correct module.
- ·Custom reports require the Professional plan or above.
Log in to Zoho CRM
Go to crm.zoho.com and enter your credentials. Complete the two-step verification if enabled on your account.
Open the Reports module
In the top navigation bar, click the grid icon or select 'Reports' from the main modules menu.
Select 'Activities' as the base module
On the Reports screen, click '+ Create Report'. In the module selector, choose 'Activities' (or 'Meetings' if you only want meetings) and click 'Next'.
Choose Summary as the report type
Select 'Summary Report' so you can group results by agent and by day. Click 'Next' to continue.
Configure the report columns
In the 'Columns' section, add the fields: Activity Owner (agent), Subject, Activity Type, Start Date/Time, Status. Drag fields from the left panel into the columns area.
Apply the 'this week' date filter
In the 'Criteria' section, click '+ Add Condition'. Select the 'Start Date' field, choose the operator 'Is This Week' (or 'between' with the current week's start and end dates). Click 'Add'.
Group results by Activity Owner and date
In the 'Group By' section, drag 'Activity Owner' first and then 'Start Date' (grouped by day). This organizes the report by agent and by day of the week.
Save and name the report
Click 'Save'. Enter the name 'Weekly Appointments', choose the folder to save it in, and click 'Save' again.
View and export the report
The report opens automatically showing appointments for the current week. To export it, click the 'Export' button in the top-right corner and choose CSV or XLS format.
Frequently asked questions
Can I see last week's appointments report in Zoho CRM?
Yes. When setting the date criteria, select 'Is Last Week' instead of 'Is This Week'. If you use the 'between' option, manually enter the start and end dates of the previous week.
Does the Activities report include both calls and meetings?
Yes. The Activities module groups Calls, Meetings, and Tasks together. You can add an extra filter for 'Activity Type = Meeting' to see only appointments/meetings, or leave all types for a full activities report.
Can I schedule automatic weekly email delivery of the report in Zoho CRM?
Yes. After saving the report, open it, click the 'Schedule' (clock) icon, and set the weekly frequency, day, time, and recipients. Zoho will automatically email the report every week.