How to: Create a Scheduler Report
The Scheduler report type allows you to view scheduled appointments for a specified time period. You can run the report on a specific clinic or a specific resource.
- Click Reports
in the top menu bar.
- Choose Scheduler
as your report type
- Specify the Date Range for the report.
- Choose which Clinic Name or names that you want to run the report for. By default, All clinics are selected.
Example All clinics:
Example only two clinics:
- Use the drop-down menu bar to select a Resource or choose All resources.
- Optional: Choose if you’d like to Change Report Columns. These are the columns that will appear in the report.
- Optional: Add any additional options to Filter By and choose Apply Filter.
- Click-on Generate Report
to finish creating the report and view the results.
After the report is generated, scroll down on the Reports page to view the statistical results. Once the results are generated, you can export them as a .csv Excel file
or choose to print them
.
Schedule ReportsTo schedule a daily, weekly, or monthly report, select Schedule Report.
- In the Schedule Report dialog box, enter the Report Name.
- Select the Schedule to be either Daily, Weekly, or Monthly.
- Enter the Start Date & Time, the report's schedule will be based off of this date.
- Add the End Date for the report.
- Check the boxes to Select Users that you want to receive a copy of the report via email.
Note: In order to view the report, the selected users will need to log-in to their accounts to verify their identity.- Click Save
to finalize your selections. The report will run on the provided Start Date & Time.
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