How to view and download reports in Timely

In Timely, you have a whole host of reporting options available to you.

In this guide, we'll show you how to:

  1. Run a report in Timely.
  2. Print or export a report.
  3. Sort your report results.
  4. Refresh report results..
  5. Update your report settings..


Run a report in Timely

  1. Click the Reports tab in the main menu:
  2. Choose your report from the drop-down list (Check out our Getting started with Timely reports guide for more information on what reports are available): 

  3. Adjust any available parameters to personalise your report such as a date range (use a preset or specify a date range), staff and location selectors:
    Other reports may have different filtering options.

  4. Click View report to see the results.


Print or export a report

Click the Print button to print a copy of this report. To export or download the report, click the Excel, Word, PDF or CSV buttons:

We recommend the CSV format for any reports you'd like to use in a spreadsheet software.


Sort your results

Re-sort the information on the report by clicking a black double-arrow next to the column header you wish to sort by: 


Refresh a report

To refresh the report results, click the refresh icon: 


Update your report settings

You can choose which appointment statuses are included in your reports by default.

To change those settings:

  1. Click the Settings cog: 
  2. Then choose which statuses are used by all of these reports by checking/unchecking the boxes:
  3. Click Save to apply your changes.

    Note: Changes to the report settings (as above) will take 24 hours to be reflected in reports.

Still need help? Get in touch with the Support Team Get in touch with the Support Team