Calendar Filter

Calendar Filter is a useful tool that you can use to run reports on anything that is scheduled in the Calendar

1. To access Calendar Filter, click on the “Calendar Filter” link located on the left-hand side of your dashboard under the “Scheduling” heading

2. Select the appropriate filters, grouping, and start and end date that apply for the report you are looking to run
3. Press Update View – this will generate a list of clients for that specific reporting period which you can then export to excel