How to: Create a Scheduler Report

How to: Create a Scheduler Report

The Scheduler report type is a report of appointments, or a summary of appointments, on the Scheduler for a specified time period. The report can be generated for a particular location, or filtered for more specific results.

InfoNote: The Scheduler must be enabled on an account prior to use. Please reach out to Teletask staff to enable this feature.

Create a Scheduler Report

  2. Click Reports  in the top menu bar.

  3. Select Scheduler  as the report type.

  4. Enter the Starting and Ending Date Range for this report.



  5. Optional: Limit the report results by participants that belong to a particular Location Name, or choose All locations to include all participants.

    1. All locations selected



    2. Select specific locations


  6. Choose if the Report Criteria will be based on Appointment details or a Summary of scheduled appointments.



  7. Use the dropdown menu bar to select a Resource or choose All resources.



  8. Optional: Use the Change Report Columns section to select what data will appear in the report.



  9. Optional: Under Customize Order, drag and drop theField Names to reorganize the order they appear in the report results. 



    1. Press the Update  button to finalize the changes.

  10. Optional: Add additional fields by pressing the Add Field  link. Use the Select Field dropdown to add an additional field and confirm with the Apply Filter  button.



  11. Click Generate Report  to finish creating the report and view the results.

  12. After the report is generated, scroll down on the Reports page to view the statistical results. Optionally, view or export them as a CSV file  or choose to print them .

Idea
When repeatedly using the same Scheduler Report criteria, consider scheduling the report to receive results automatically through email on a regular basis. For more information, visit: How to: Schedule and Edit Reoccurring Scheduler Reports