# Reporting

The reports available in Diarybook for appointments, clients, messages and waiting lists, and how to run them

Reports show what happened to appointments after the reminders went out: who attended, who didn't,
who confirmed and who cancelled. They are the evidence of whether reminders are reducing DNAs (Did
Not Attend). Reports also cover client groups, text messages and waiting lists.

All reports are on one screen in the **Reports** area, and every report is run the same way. Start
with [Running Reports](/docs/reporting/running-reports/). It covers the steps, the formats and
filters, and which appointments your permissions let you report on.

## Appointment reports

- [Appointments List](/docs/reporting/appointments-list/): one row per appointment, in a standard
  version or with client contact details.
- [Appointments Summary Report](/docs/reporting/appointments-summary-report/): the main attendance
  report, with DNA and UTA figures by department, user and client.
- [User Appointment Report](/docs/reporting/user-appointment-report/): each user's appointments,
  client by client.
- [Appointment Type Summary](/docs/reporting/appointment-type-summary/): activity and DNAs for each
  appointment type.
- [Appointment SMS Reminders Summary](/docs/reporting/appointment-sms-reminders-summary/): reminders
  sent, reply rates, and confirmations against cancellations.
- [Room Report](/docs/reporting/room-report/): bookings and DNAs for each room and resource, by
  department and user.
- [Room Usage Report](/docs/reporting/room-usage-report/): time booked against time used in each
  room and resource.

## Client reports

- [Clients List](/docs/reporting/clients-list/): client records with contact details and group
  memberships.
- [Client Group Summary](/docs/reporting/client-group-summary/): the members of each client group.
- [Client Group Change Summary](/docs/reporting/client-group-change-summary/): clients joining and
  leaving each group, month by month.

## Message reports

- [SMS Message List](/docs/reporting/sms-message-list/): every text message in a period, as a CSV
  file.

## Waiting list reports

- [Breach Alert](/docs/reporting/breach-alert/): entries approaching or past their breach date,
  most urgent first.

For a quick check without generating a report, filter the **Appointments List** in the Appointments
area by date range and attendance status.

## Pages in this section

- [Appointment SMS Reminders Summary](https://diarybook.com/docs/reporting/appointment-sms-reminders-summary/): How many appointments got an SMS reminder, how many clients replied, and whether the replies confirmed, cancelled or were unclear, for each appointment type
- [Appointment Type Summary](https://diarybook.com/docs/reporting/appointment-type-summary/): Appointments, clients, time and DNA and UTA counts for each appointment type over a period
- [Appointments List](https://diarybook.com/docs/reporting/appointments-list/): A row-by-row list of appointments for a period, in a standard version or with client contact details, date of birth, gender and address
- [Appointments Summary Report](https://diarybook.com/docs/reporting/appointments-summary-report/): The main attendance report: attendance and confirmation breakdowns, new and repeat appointments, and DNA and UTA figures by department, user and client
- [Breach Alert](https://diarybook.com/docs/reporting/breach-alert/): Waiting list entries approaching or past their breach date, most urgent first
- [Client Group Change Summary](https://diarybook.com/docs/reporting/client-group-change-summary/): The size of each client group, and how many clients joined and left it month by month
- [Client Group Summary](https://diarybook.com/docs/reporting/client-group-summary/): The members of each client group, with their contact details and the date they joined
- [Clients List](https://diarybook.com/docs/reporting/clients-list/): A list of client records with address, contact details, date of birth, gender and group memberships, filtered by group and archive status
- [Room Report](https://diarybook.com/docs/reporting/room-report/): Appointments, time booked and DNA and UTA rates for each room and resource, broken down by department and by user
- [Room Usage Report](https://diarybook.com/docs/reporting/room-usage-report/): Time booked against time used for each room and resource, as a bar chart and summary, with a department comparison
- [Running Reports](https://diarybook.com/docs/reporting/running-reports/): Choosing a report, setting its format and filters, and opening the result, plus which appointments each user is allowed to report on
- [SMS Message List](https://diarybook.com/docs/reporting/sms-message-list/): A CSV file of every SMS message sent and received in a period, with sender, recipient, send and delivery status, and the message text
- [User Appointment Report](https://diarybook.com/docs/reporting/user-appointment-report/): Appointments for each user, broken down client by client, with new and repeat appointments, time booked, and DNA and UTA rates

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Source: https://diarybook.com/docs/reporting/