Reports
Pull appointment history over any date range and download it as a CSV — handy for billing, end-of-month reconciliation, or sharing numbers with someone who doesn't use Anashi.
How it works
Open Reports from the sidebar. You'll see a date-range picker at the top and a Download CSV button. The flow is just three clicks: pick a start date, pick an end date, click Search Data.
Reports & Data Export
What the report shows
After you search, every appointment within your chosen date range appears as a row, with the columns below. The Download CSV button up top becomes active — clicking it downloads exactly what's on screen.
| Column | What it contains |
|---|---|
| ID | Anashi's internal appointment ID. |
| Patient | Patient name (and phone number on screen). |
| Appt Date | The actual visit date and time. |
| Pref. Call Time | The hour the confirmation call was scheduled for. Shows Default if it used the clinic-wide default from Settings. |
| Language | Language the AI used. English when not otherwise specified. |
| Status | Final confirmation status — Confirmed, Cancelled, No answer, etc. |
| Notes | Any per-appointment note (the "Mention" field). Shows — if empty. |
| System Logs | Anashi's internal log entries for that appointment — useful when investigating an issue (e.g. why a call didn't fire). |
Example row
| ID | Patient | Appt Date | Pref. Call Time | Language | Status | Notes | System Logs |
|---|---|---|---|---|---|---|---|
| #142 | Michael Brown 5555550142 |
6/25/2026, 10:00 AM | Default | English | Confirmed | — | View |
Downloading the CSV
Click Download CSV (top right) once your search has loaded results — it's greyed out before you've searched. The downloaded file contains the same columns shown on screen, ready to open in Excel, Numbers, Google Sheets, or import elsewhere.
For long ranges (a quarter, a year), be patient — Anashi has to query all matching appointments before showing you the table. You'll see a loading state until results arrive.
Common uses
- End-of-month reconciliation — pull the month, export, compare against your billing software.
- "How many no-answer appointments did we have last week?" — search the week, sort by Status.
- Sharing numbers with someone outside Anashi — a CSV opens anywhere.
- Investigating an issue — find the appointment, click into System Logs to see Anashi's record of what happened.