Insights: Attendance
The Attendance report offers an overview of client appointments, including essential details such as Client ID, client name, assigned practitioner, and historical attendance status. It helps you track client attendance trends and cancellation patterns across your practice.
👀 If you don’t see the Attendance report, your permission settings may need to be updated. Please check with your system administrator to review and adjust your access.
In this article:
- Attendance Report Contents
- Using Report Filters
- Sorting by Column
- Downloading Attendance Data
- Frequently Asked Questions
- Related Resources
Attendance Report Contents
The following information is displayed on this report:
| Field | Definition |
|---|---|
| Client | The client that was seen |
| Client ID | The client's assigned internal identification number. (Note: This column only displays when Manage Internal IDs for Clients is enabled under Account Settings > Clients.) |
| Practitioner | The practitioner assigned to the appointment |
| Show | The number of client appointments where the client attended |
| Cancelled | The number of client appointments that were canceled |
| Late Cancelled | The number of client appointments that were marked as a late cancel |
| No Show | The number of client appointments that were marked as a no show |
| Therapist Canceled | The number of client appointments that were marked as a therapist cancel |
Using Report Filters
Use filters to narrow your view and focus on specific attendance data. To adjust the timeframe, filter on date fields using the drop-down menu of common periods, or select specific start and end dates. Additional filters let you refine results by practitioner and client name or Client ID.
Sorting by Column
Select most column headers to sort data in ascending or descending order.
For example, sort by Client to organize alphabetically, by Show to view clients with the highest attendance, or by No Show to identify clients needing follow-up.
Downloading Attendance Data
To the right of the filter options, you can download the report as a .csv file by selecting the Download button. The exported CSV includes all displayed fields, including Client ID. You can exclude specific parts of the data as needed by filtering the report before selecting Download.
Frequently Asked Questions
Why don't I see the Client ID column or filter in my report?
Client ID columns and search capabilities are hidden if Manage Internal IDs for Clients is turned off. An account administrator can enable this feature under Account Settings > Clients.
Can I download attendance data for a specific date range?
Yes. Set your desired date range filter before selecting Download to export only the data within that timeframe.
Related Resources
For more information about clients and Insights reports, check out these resources: