Reports

When you log into pickAtime, you'll land on the Event Reports page by default. Reports fall into two categories: Event-Specific and Account-Specific.


Event-Specific Reports

Select your event from the Event pull-down. If your event's dates have already passed, enter a From/To date range to pull historical data — otherwise, this is optional.

Report What it shows
Teachers' Schedule Appointment schedule per teacher. Supports filtering by teacher, plus "Show All Slots" to see every slot (booked or not). Can be emailed to all teachers or one individual.
Teachers' Appts Number of appointments scheduled per teacher
Teachers' Slots Number of available vs. total slots per teacher
Teacher By Rooms Sorted list of appointments by room — includes room, teacher, time, student, and parent. Supports "print one per page" for a page break per room.
Parents' Schedule Sorted appointment list per parent. Filterable by individual parent; can be emailed to all or one parent. Can be sent directly to parents.
Students' Schedule Sorted appointment list per student. Filterable by individual student. Can be sent directly to students.
Number of Parents and Students Count of parents/students with appointments, sorted by date for multi-day events
Appointment Histogram Number of appointments by date and time
Appointment Count by Parent List of parents and how many appointments each has made
Appointment Count by Student List of students with booked appointments
Students Without Any Scheduled Appointments Students whose parents haven't booked any appointments. Can be sent to parents.
Students Without Any Scheduled Appointments by Class Per-class gaps — e.g., a student enrolled in 7 classes with only 5 booked will show the 2 missing. Can be sent to parents.
All Teacher/Team Appointments Like Teachers' Schedule, but for teachers on a team, shows a combined master schedule of both individual and team appointments
Class Rosters Class roster per teacher/class
Appointments by Date/Time All appointments listed chronologically
Display Only Empty (Not Blocked) Slots List of open, unblocked slots per teacher

Additional Report Fields: Most reports support adding extra columns via links like "Student's Contact Fields," "Parent's Contact Fields," and "Appointment Fields" — useful for pulling in details like email addresses or Student IDs.


Managing Reports

Every report supports the following options:

Action Description
Format Print, export to XML, or export to tab-delimited (Excel-compatible)
Email Report Send the report to yourself or others
Save Report Settings Saves customizations (e.g., added fields) so they persist next time you run the report
Schedule Report Delivery Set a date range, time of day, and frequency for automated email delivery

Account-Specific Reports

Toggle to Account Reports mode to view data across your entire vendor account (all events).

Report What it shows
Settings Your account's auto-generated scheduler URL
Account – Invoices and Payments Account balance, invoice history, and payment history. Click an invoice # to view it and pay by credit card.
Problem Appointments Appointments placed "on hold" — e.g., when a slot with an existing appointment is deleted, the appointment isn't deleted but flagged here for review
Appointments from All Events All appointments across every event on your account
Contacts Without Appointments Contacts who've logged in but never booked an appointment
List of Administrators Admin emails and access levels. For teachers (auto-assigned Appointment Viewer access), this also shows which resources/teachers they can access. Click Additional Fields → Last Logged In to see last login dates.
% Full Percentage of booked vs. available slots, across multiple events
Cancelled Appointments All cancelled appointments, with cancellation date/time and who cancelled
Appointment Counts for All Events Total appointment counts across every event
Resource Mapping Shows all resources and their associated contacts/teachers — useful for verifying Team assignments
Parents Without Students Parents not linked to any student
Students Without Parents Students not linked to any parent
Parent-Student Relationship Table of all parent-student associations
Scheduled Report Delivery Overview of your automated report deliveries — recipients, frequency, last sent date. Delete entries here to cancel a scheduled delivery.
Appointments Summary by Contacts Appointments booked by specific contact(s), across all events on the account


Revision #7
Created 2026-04-09 14:53:09 UTC by Tara Cicora
Updated 2026-06-20 23:41:02 UTC by Anne Taves