Reports

Our conferences were last month — how do I view past Reports?

1. Log in to your account and select Reports / Event Reports.  
2. You'll see two date fields — From and To.
3. Enter the date range covering your past conference dates.

This will pull report data for that specific period.

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Can I sort the Student's Schedule report by last name instead of first name?

Yes:

Go to Global Setup → Business Page. Under Account Level Display Options, find the Display Contact Name As setting. Change it from First, Last to Last, First.

This updates how names are sorted throughout the report.

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Can I email each parent their schedule?

Yes:

1. Go to the Reports / Event Reports section.
2. Select Parents' Schedule from the report pull-down.
3. Select the orange Email Report button. 
4. Select send to each parent(s)

Each parent will receive their own appointment schedule in a table format.

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Can I email each teacher their schedule?

Yes:

1. Go to the Reports / Event Reports page.
2. Select the Teachers' Schedule report.
3. Select the orange Email Report button. 
   
4. Select send to each teacher(s)

Each teacher will receive their own individual schedule.