Reports

Upon logging into pickAtime,When you first log in to your account from the pickAtime home page, you will be in the Admin tool and will default to the Event ReportsReporting page.page Fromwithin here,the youAdmin cantool. manageReports bothare event-specificdivided datainto two categories: Event-Specific and account-wide analytics.Account-Specific.

Report Management Tools

For every report you generate, the following management options are available:

Output Formats: Print the report directly, or export the data to a PDF or CSV (Excel-compatible) file.

Save Report Settings: If you customize a report by adding specific fields (e.g., participant email addresses or custom registration questions), click Save Report Settings. The system will remember these columns the next time you run the report.

Automated Delivery: Full Administrators can click Schedule Report Delivery to set a date range and frequency (e.g., every Monday at 8:00 AM) for the report to be emailed to specified addresses.

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Event Report

To view data for a single event, use the Event dropdown to select your Roster event.

Participant List:List 

This report provides a comprehensive list of all individuals who have registered for the selected event, including any data entered during the sign-up process.

Managing Reports

For every report generated, you have the following options:

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

Email: Send the report directly to yourself or others.

Save Settings: If you customise a report (e.g., by adding "Additional report fields"), click Save Report Settings. The system will remember these preferences the next time you run the report.

Automated Delivery: Administrators can click Schedule Report Delivery to set a date range, time of day, and frequency for automated email 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.

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Account Specific Reports

ToggleTo access these, toggle the view to Account Reports modemode. toThese seecover data consolidated across your entire vendor account. 

You

will

Settings: Displays your account details andhave the primaryoption of the following reports:

Settings

The Settings report will list the URL that was automatically created for your online scheduler. 

Account - Invoices and Payments:Payments

View

This report will display the balance on your currentaccount. balance,It transactionwill history,also list your invoices and payments. You can click on an invoice # to see the invoice. On any invoice page, you will have the option to pay invoices directly viaby credit card.

Problem Appointments:Appointments

Lists

If there are any "on-hold"problem bookingsappointments" on your account, this report will provide you with a list of these appointments. A "problem appointment" is an appointment that requirehas attentionbeen (e.g.,placed registrations"on lefthold". behindFor afterexample, if you delete a slot that had an eventappointment configurationon wasit, changed).the appointment is not automatically deleted. The appointment is tagged as a "problem appointment", and you must decide what you will do with this appointment.

Appointments from all events

This report will display a list of all appointments from all your events.

Appointments for all Roster events:events

A

This masterreport will display a list showing every participant registered acrossof all Roster-typeappointments eventsfrom inall yourRoster account.events.

Contacts without Appointments:appointments

Identifies

This usersreport whowill display a list of all the contacts that have registeredlogged aninto your account butand have not yetbooked signedan upappointment. forThe "Contact's fields" link is available on this report to add contact information (ex. email address) to your report.

List of Admins

This report will display a specificlist event.of your admins. It will show you the email address that was imported, as well as the Access Level provided to each admin. When teachers are imported, they are automatically given Appointment Viewer access, and this report will also show you the resources (teacher names) that each teacher has access to. To see when your admin(s) last logged in, click the green “Additional Fields” button and then select “Last Logged In.”

% Full:Full

A

If high-levelyou overviewhave showingmultiple events, this will show you the percentage of filledbooked slots relativeout toof the total capacityavailable across multiple events.slots.

Cancelled Appointments:Appointments

A

This detailedreport log oflists all cancellations,cancelled includingappointments, timestampsthe date and time the appointment was cancelled, and the email address of the personContact Person who removedcancelled the registration.appointment.

Appointment Counts for all Events:Events

Provides

This will provide you with the total registrationappointment numberscounts for every event inall your account history.events.

Resource Mapping

This report ​shows all the Resources on your events and the contacts (if any) associated with each Resource.​ For Parent Teacher Conference scheduling, this will allow you to check the connection between assigned contacts (teachers) and Teams.

Parents without Students

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

Students without Parents

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

Parent-Student Relationship

This report ​displays a table ​showing the association between parents and students. ​

Scheduled Report Delivery:Delivery

A

This dashboardreport ​displays the details of ​your Scheduled Report Delivery settings. This shows the reports you have scheduled for 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 manage your automated emails. View frequencies, recipients, and the last sent date, or cancel existing schedules.report.

Appointments Summary by Contacts:Contacts

View

This areport consolidatedallows historyadmins ofto everysee eventappointments abooked specificby contactcontact(s) hason registeredall forevents across yourthe entireVendor account.