Help Center

Scheduler Performance – Appointments by Creation Date & Creator Report

The Scheduler Performance – Appointments by Creation Date & Creator report helps you track appointment creator and scheduler performance for appointments created within a selected date range.

This report is based on the meeting Created Date, not the date the appointment is scheduled to occur. Use this report when you want to review appointments created during a period, regardless of when those appointments are scheduled to take place.

The report includes cancelled, rebooked, and duplicate appointments.

Open the Report

1. In LeadCenter.AI, select Reports in the left sidebar.
2. Open Scheduler Performance – Appointments by Creation Date & Creator .

This report updates every 15 minutes, so the latest data may not appear immediately.

Created Date vs. Meeting Date

The date range on this report filters by when the meeting was created in LeadCenter.AI.

• Created Date is when the appointment was created.
• Meeting Date/Time is when the appointment is scheduled to occur.

For example, if an appointment is created this month but scheduled for a future month, it can appear in this report for the current month because the report is based on Created Date.

Set the Reporting Period

Use the date-range control to choose the period you want to review. The summary cards, charts, and appointment list update based on the selected Created Date range and filters.

Filter the Report

Use the report filters to narrow appointment activity by person, appointment details, contact details, or pipeline information.

Available filters include:

• Host
• Contact
• Stage
• Source
• Meeting Status
• Category
• Subject
• Meeting Type
• Lead Owner
• In Sales Pipeline?
• Appt Created By
• Scheduler/BD
• Estimated Investable Assets range

Select Reset Filters to clear the selected filters and return the report to its default view.

Review Summary Cards

The summary cards provide a quick view of appointment activity and outcomes for the selected Created Date range and filters. When available, the cards also show rates and comparisons with the previous date period.

• APPOINTMENTS: Total appointments matching the current filters.
• KEPT*: Kept appointments, with rate information where available.
• CANCELLED: Cancelled appointments, with rate information where available.
• NO SHOW: No-show appointments, with rate information where available.

Kept rate may not be accurate because some appointments may be booked for a future date. Check other appointment reports when you need performance based on scheduled meeting dates.

Review Report Sections

The report includes several sections for reviewing appointment creation activity from different views.

Review the Appointment List

The appointment list provides appointment-level detail for the selected Created Date range and filters.

The list includes:

• Contact ID Link
• Host
• First Name
• Last Name
• Created Date
• Created By
• Subject
• Meeting Date/Time
• Creator
• Scheduler/BD
• Status
• Category
• Lead Stage
• Lead Source
• Office Location
• Is Won
• ID
• Came At
• Estimated Investable Assets

Select the Contact ID Link to open the related contact record.

Download the Report

Select Download (PDF) to download the current report view as a PDF.

Related Articles

• Appointment report to track scheduler performance
• Appointments Performance Reports
• Assign Scheduler to Leads
• Introduction to Reports
• Filtering Reports
• Exporting Data from Reports