AQ230: Appointment Cancellation Listing

The AQ230 report displays canceled appointments grouped by cancellation reason, sorted by date of cancellation or date the appointment was scheduled for.

Report definitions

Click here for details on each of the fields that appear in the AQ230.Click here for details on each of the fields that appear in the AQ230.

  • Client Name & Appointment Date: Name of client and date of scheduled appointment.
  • Phone Number: Primary client phone number.
  • Service: Service that the client was scheduled to receive.
  • Servicing Employee: Service provider who was scheduled to perform the service.
  • canceled On: The date that the employee was canceled (deleted) from Appointment Book.
  • canceled by: The Meevo user who executed the cancellation in the Appointment Book.
  • Future Appt. Date: Date of client's next appointment.
  • Cancellation Fee Collected: The fee associated with the cancellation, if any, according to the Cancellation Reason definition.
  • Service Price: Total price of services that were canceled.

Setting up the AQ230 report

  1. Type AQ230 in the Convobar, or go to Meevo > Reports > Appointments, and then select the AQ230 report.
  2. Select a date or date range for running the report:
    1. To run a report for a specific date range, select Custom and specify the Start Date and End Date for the report.
    2. Otherwise, select a predefined date or range (Yesterday, This Week, Last Week, etc.).

Note: If you select a predefined range (a date other than Custom), you can still change the Start Date and End Date. Doing so automatically changes the date range to Custom.

  1. Select a Start and End Time for each day in the selected date range. Select Full day to automatically set the time for a full day (12 midnight to 11:59 pm).
  2. Configure the following options:
    1. Show client phone numbers: Displays the primary phone number of the client.
    2. Exclude clients with future appt. dates: Report does not include clients who have a future appointment.
    3. Page break on employee: Each employee who performed a cancellation in Meevo will appear on a separate page with a list of those cancellations.
  3. Run Report by: Select whether to sort the results by Appointment Date or Cancellation Date.

  4. All Employees: Enable this checkbox to run the report for all active employees within the date range, including data from terminated employees. Or, to run the report for specific employees, deselect the checkbox and use the drop-down to select employees or Employee Categories. You can show or hide terminated employees in this list. Note the All Employees "bubble" in the Employee list selects all employees in that list; it is not the equivalent of selecting the All Employees checkbox.

    Note: Selecting All Employees will also return any data tied to the House employee.

Running the report

  1. When you are ready to generate the report, select a Report Format beside the Run Report button.
  2. Here is a rundown of each format type:
    1. PDF: Each time you select Run Report with PDF selected, Meevo opens a separate browser tab that displays the PDF'ed report. Meevo remains on the setup page, so you can quickly jump back over to Meevo to run more date ranges or other reports. Each PDF report you run will open its own browser tab, so you can easily review and compare reports by simply jumping between browser tabs.
    2. HTML: This is our original legacy format, which opens the report within Meevo. All of the functionality within that report is still there and available via the toolbar.
    3. XLSX: Each time you select Run Report, your browser auto-downloads the report in .xlsx format. Select the downloaded file in the browser footer to open the spreadsheet.
  3. Select Run Report to generate the report in your chosen format. Depending on the type of report and criteria you entered, this process may take a few minutes.