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.


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

Select 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
Appointments for All Roster Events All appointments across every Roster event
Contacts Without Appointments Contacts who've logged in but never booked an appointment
List of Admins Admin emails and access levels. For teachers (auto-assigned Appointment Viewer access), this also shows which resources 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.
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 Summarizes appointments by each contact

Revision #6
Created 2026-04-09 21:24:52 UTC by Tara Cicora
Updated 2026-06-21 20:45:54 UTC by Anne Taves