Reports

Report What it shows Teachers' Schedule

This shows the appointment

Appointment schedule for eachper teacher. UnderSupports Additionalfiltering reportby fields,teacher, the links "Student's contact's field",  "Parent's contact's fields", and "Appointment fields" are available on this report. There will also be a pull-down where you can select the report for a specific teacher name.

You can also check the boxplus "Show All Slots" to reviewsee theevery listslot of(booked allor slotsnot). forCan yourbe teachers.

On the Teachers' schedule, you have the option to email the reportemailed to all your teachers or toone anindividual.

individual teacher. In the Teacher pull-down, you can select All or the name of an individual teacher and then select the orange Email Report button.

Teachers' apptsAppts

This report displays the number

Number of appointments that have been scheduled forper eachteacher teacher.

Parents’Teachers' Slots Number of available vs. total slots per teacher Parents' Schedule Sorted

This will produce a sortedappointment list of the appointments for eachper parent. UnderFilterable Additionalby reportindividual fields,parent; the links "Student's contact's field" and "Appointment fields" are available to add additional student and/or appointment information to this report. There will alsocan be a pull-down where you can select the report for a specific parent name.

On the Parents' schedule, you have the option to email the reportemailed to all your parents or to an individualone parent. In the Parent pull-down, you can select All or the name of an individual parent and then select the orange Email Report button. 

*This report canCan be sent to the parents

Students’ Schedule

This will produce a sorted list of the appointments for each student. Under Additional report fields, the links "Parent's contact's field" and "Appointment fields" are availabledirectly to addparents.

additional parent and/or appointment information to this report. There will also be a pull-down where you can select the report for a specific student name.

*This report can be sent to the students

Number of parentsParents and studentsStudents

This will display the number

Count of parents and parents/students whowith have appointments in the system. This will beappointments, sorted by date iffor yourmulti-day eventevents spans several days.  

Appointment Histogram

This report shows the number

Number of appointments by date and time.time

Appointment Count by parentParent

This will provide a list

List of all the parents whoand havehow bookedmany appointments andeach thehas numbermade of appointments they have made. Under Additional report fields, the link “Parent’s contact’s fields” is available to add information (such as email address) to this report.

Appointment Count by studentStudent

This will provide a list

List of all the students wherewith thebooked parentappointments has made anStudents appointment.Without UnderAny AdditionalScheduled reportAppointments fields,Students thewhose linkparents "Student'shaven't contact'sbooked fields"any isappointments. availableCan be sent to addparents. student information to this report.

All Teacher/Team Appointments

This report is similar to the

Like Teachers' ScheduleSchedule, report.but However,for ifteachers you have created any teams of teachers, each teacher will haveon a team, shows a combined master schedule showingof allboth appointments booked with them individuallyindividual and allteam appointments booked with them as a team. 

Appointments by Date/Time All appointments listed chronologically

Display Only Empty (Not Blocked) Slots List of open, unblocked slots per teacher

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 yourevent events.

Appointments for all Roster events

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

Contacts without appointments

This report will display a list of all the contacts that have logged intoon your account

and have notContacts Without Appointments Contacts who've logged in but never 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 AdminsAdministrators

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 Full

see

Iflast youlogin havedates.

multiple events, this will show you the percentage of booked slots out of the total available slots.

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, 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

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

Appointments booked by specific contact(s), onacross all events acrosson the Vendoraccount account.