How to Set Up the Appointment Note Task by User Report

The Appointment Note Task by User template displays the appointments, notes, and tasks that have been completed by each user during a given date range. Allowing you to compare the efforts of one user to another user. This is perfect for sales teams with call quotas or customer service teams where individual reps are assigned fulfilment tasks. 

Search for the Appointment Note Task by User Template

To begin, click the “+” icon on your dashboard and type “Appt” into the search bar. Then select the Appt|Note|Task By User Template.

Appointment Note Task by User report highlighted in the template library.

Chart Tab

There are four options available to you for the chart type. All will work, but since you are comparing users side-by-side, I prefer to use the Column chart and not stack the results. Stacking can make it a little more challenging to clearly see leaders and last-placers. On the flip side, it does nicely total all users together for each interval that is displayed.

Select the Display type from the Chart tab.
You can stack the results in their own intervals.

Lastly, check the “Show Total Number” box so that you can see that value in the top right-hand corner of the graph.

check this box to display the total in the right hand side of the report.

Options Tab

Navigate over to the Options tab. First select the type of records you want to include in the report. I’ll check Appointments, Notes, and Tasks.

Select what this report will track.

Next, select the Value to Show. Choose the first option to show the total number of Appointments, Notes, or Tasks. Choose the second Option to show the total number of unique contacts with these.

Select whether you want to see the total number of appointments, notes, or tasks, or the total number of unique contacts with them.

Now set the date range that you’ll want to look at. I’ll select Month to Date and break it down into Days.

Select the date range to display for the report.
Select the display interval for the date range.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

Use the Criteria Builder to filter the report further.

Once you have that set, click Save Preferences on This Widget.

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