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How does deleting a practitioner affect reports?

An overview of how deleting a practitioner impacts reports, the calendar, and how to access historical data for deleted practitioners.

Written by Emily O'Shea
Updated this week

When a practitioner is deleted from the system, the impact on reports depends on whether the report is based on a practitioner or an order.

  • Practitioner-based reports — the appointment will be removed and will not be accessible.

  • Order-based reports — the appointment will still be accessible.

Calendar & Schedule View

Once a practitioner is deleted, their appointments will no longer be visible in the calendar or schedule view, as the practitioner no longer appears there so their bookings won't be visible either.

Order Details

In the order details of the individual orders, the deleted practitioner's name still appears as it's linked to the appointment...

Impact on Specific Reports

The table below summarises how practitioner focused reports are affected when a practitioner is deleted:

Report

Appointment still visible?

❌ No — practitioner no longer listed

❌ No — appointment not counted

✅ Yes — order-based report

✅ Yes — order-based report

Filtering by a Deleted Practitioner

In the Appointments and Sold Items reports, you can filter by practitioner. However, a deleted practitioner will not appear in the filter list as they no longer exist in the system.

If you need to filter by a deleted practitioner, you will need to export the report and apply the filter within the exported file.

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