Reports

Report What it shows Participant List

This report provides a

A comprehensive list of all individuals who haveeveryone registered for the selected event, including any data enteredcollected during the sign-up process.

Action Description

Format:Format Print, Exportexport to XML, or Exportexport to a Tab-tab-delimited file(Excel-compatible) (Excel compatible).

Email Report:Report Send the report directly to yourself or others.others

Save Settings: If you customise a report (e.g., by adding "Additional report fields"), click 

Save Report Settings. TheSaves systemcustomizations will(e.g., rememberadded thesefields) preferencesso thethey persist next time you run the report.report

Automated Delivery: Administrators can click 

Schedule Report Delivery to setSet a date range, time of day, and frequency for automated email delivery.delivery

Save

Report Settings

There is also an option on any report to save the settings for that report. For example, if you add additional fields to your report, such as the email address of the participant, you can now add these fields and then select the Save Report Settings button, and your new selection will be saved. The next time you return to this report, you will see the additional fields displayed.

willhave the optionReport ofWhat theit followingshows reports:

Settings

The

Your Settingsaccount's reportauto-generated will list thescheduler URL that was automatically created for your online scheduler. 

Account -– Invoices and Payments

This

Account reportbalance, willinvoice display the balance on your account. It will also list your invoiceshistory, and payments.payment Youhistory. can click onClick an invoice # to seeview theit invoice. On any invoice page, you will have the option toand pay by credit card.

Problem Appointments

If there are any "problem appointments" on your account, this report will provide you with a list of these appointments. A "problem appointment" is an appointment that has been

Appointments placed "on hold". For— example,e.g., if you deletewhen a slot that hadwith an existing appointment onis it,deleted, the appointment isisn't notdeleted automaticallybut deleted.flagged Thehere appointmentfor isreview tagged as a "problem appointment", and you must decide what you will do with this appointment.

Appointments from allAll eventsEvents

This report will display a list of all

All appointments fromacross allevery event on your events.account

Appointments for allAll Roster eventsEvents

This report will display a list of all

All appointments fromacross allevery Roster events.event

Contacts withoutWithout appointmentsAppointments

This

Contacts report will display a list of all the contacts that havewho've logged intoin yourbut account and have notnever booked an appointment.appointment The "Contact's fields" link is available on this report to add contact information (ex. email address) to your report.

List of Admins

This

Admin reportemails willand displayaccess alevels. list of your admins. It will show you the email address that was imported, as well as the Access Level provided to each admin. WhenFor teachers are imported, they are automatically given(auto-assigned Appointment Viewer access, andaccess), this report will also showshows youwhich theresources/teachers resourcesthey (teachercan names)access. thatClick each teacher has access to. To see when your admin(s) last logged in, click the green “Additional Fields”Fields button→ and then select “Last Logged In.”In

to see last login dates.

% Full

If you have multiple events, this will show you the percentage

Percentage of booked slots out of the totalvs. available slots.slots,

across multiple events

Cancelled Appointments

This report lists all

All cancelled appointments, thewith datecancellation date/time and time the appointment was cancelled, and the email address of the Contact Person who cancelled the appointment.

Appointment Counts for allAll Events

This will provide you with the total

Total appointment counts foracross allevery yourevent events.

Resource Mapping

This report ​shows

Shows all the Resources on your eventsresources and the contacts (if any)their associated withcontacts/teachers each— Resource.​useful Forfor Parentverifying TeacherTeam Conferenceassignments scheduling,in thisPTA willscheduling allow you Parents Without Students Parents not linked to checkany thestudent connection between assignedStudents contactsWithout (teachers)Parents and Teams.

Parents without Students

This report ​displays a list of parents ​who are not associatedlinked withto any students.

parent

Students

without Parents

This report ​displays a list of students ​who are not associated with any parents. 

Parent-Student Relationship

This

Table reportof ​displaysall aparent-student tableassociations ​showing the association between parents and students. ​

Scheduled Report Delivery

This

Overview of your automated report ​displaysdeliveries the— detailsrecipients, offrequency, ​yourlast Scheduledsent Reportdate. DeliveryDelete settings.entries Thishere showsto thecancel reports you havea scheduled fordelivery. delivery, what the time period is for those reports, who the report is going to, the interval frequency of the report, and when the report was last sent. You can also cancel the Scheduled Report Delivery from here by selecting the delete option next to the report.

Appointments Summary by Contacts

This

report allows admins to see appointments booked by contact(s) on all events across the Vendor account.