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APPOINTMENT REPORTS

SCHEDULED APPOINTMENTS

Purpose: Shows a list of appointments between Tutor and students

Available Filters: Reporting period, Students, Activities, Tutors, Student Groups, Lab IDs, Tutor Groups

Display Options: Time format

Grouped by: Tutor

Order: Tutor, Appt Time, Student, Activity, Tutor Last/First, First/Last

Summary Report Type Available: No

Description: For each Tutor, this report shows upcoming appointments from present to selected “To date”. Under the tutor, the report lists the student, appointment date, start time, end time, class, whether the appointment is recursive, and whether the appointment was canceled.

Tip: Canceled appointments will appear with a line drawn through them.
Tip: A dotted line under the date separates different dates in the appointment list. SCHEDULED APPOINTMENTS

SCHEDULED APPOINTMENTS (WITH SCHEDULED TIME)

Purpose: Shows a list of upcoming appointments between Tutor and students

Available Filters: Reporting period, Students, Activities, Tutors, Student Groups, Lab IDs

Display Options: Time format

Grouped by: Tutor

Order: Tutor, Appt Date, Student, Activity

Description: For each Tutor, this report shows upcoming appointments from present to selected “To date”. Under the tutor, the report lists the student, appointment date, start time, end time, class, whether the appointment is recursive, and whether the appointment was canceled.

Tip: Canceled appointments will appear with a line drawn through them.
Tip: A dotted line under the date separates different dates in the appointment list.

APPOINTMENT OPEN SLOTS

Purpose: Shows the open appointments slots during a certain time period

Available Filters: Reporting period, Tutors, Lab IDs

Display Options: None

Grouped by: None

Order: Tutor last name, first name, and date

Summary Report Type Available: No

Description: This is a report of available appointment slots during the reporting period. Each square in the table represents a 15-minute increment of open time.

Tip: You can use this report to post tutor work hours for walk-in appointments. Simply print daily and pin on your announcements board.

APPOINTMENT NO-SHOWS

Purpose: Shows students that missed their appointments and the reason for the no-show (if entered)

Available Filters: Reporting period, Students, Activities, Tutors, Student Groups, Lab IDs, Tutor Groups

Display Options: None

Grouped by: Student

Order: Student, Tutor, Appt Time, Activity

Description: This is a report of missed appointments during the reporting period. Under the Tutor name, the report lists the student, scheduled appointment date, start time, end time, class, and the reason for the missed appointment.

APPOINTMENTS HISTORY

Purpose: Shows past appointments up-to-date specified

Available Filters: Reporting period, Students, Activities, Tutors, Student Groups, Lab IDs, Tutor Groups

Display Options: Time format, show visitor ID

Grouped by: Tutor

Order: Tutor’s last name, Appt Time. Student, Activity

Summary Report Type Available: No

Description: This is a report of all appointments that occurred from the start date until present date. Under the Tutor, the report lists the student, appointment date, start time, end time, class, whether the appointment is recursive, and whether the appointment was canceled.

Tip: Canceled appointments will appear with a line drawn through them.
Tip: A red circle to the right of the appointment’s record indicates the student did not show up for this appointment.
Tip: A dotted line under the date separates different dates in the appointment list.

APPOINTMENTS HISTORY (DETAILED)

Purpose: Shows a detailed view of past appointments up-to-date specified

Available Filters: Reporting period, Students, Activities, Tutors, Student Groups, Lab IDs, Tutor Groups

Display Options: Time format, show visitor ID

Grouped by: Tutor

Order: Tutor’s last name, first name, and appointment date

Description: This is a report of all appointments that occurred from the start date until present date. Under the Tutor, the report lists the student, appointment date, start time, end time, class, whether the appointment is recursive, and whether the appointment was canceled.

APPOINTMENT CANCELLATIONS

Purpose: Shows appointment cancellations for a selected period of time

Available Filters: Reporting period, Students, Activities, Tutors, Student Groups, Lab IDs, Tutor Groups

Display Options: None

Grouped by: None

Order: Student, Tutor, Activity ID, Activity, Category, Date, From-to

Summary Report Available: No

Description: This report shows cancelled appointments. It includes information on how, when and by whom the appointment was made and cancelled.

ROOM RESERVATION

Purpose: Shows a list of reserved rooms

Available Filters: Reporting period, Tutors, Tutor Groups

Display Options: Time format

Grouped by: None

Order: Tutor member last name, first name, and room name

Description: For each room, this report shows when they are reserved, by a Tutor and the activity that will take place from present to selected “To date”. Under the room, the report lists the reserved date, start time, end time, tutor, student, and activity.

Note: If there is more than one student, the rest of the students registered for the same room and date/time will appear below the first student but no other info since it's the same as that of the first line.

DAILY APPOINTMENTS LIST

Available Filters: Reporting period, activity, student, tutor, student groups

Display Options: Time format, show visitors ID

Grouped by: None

Order: Tutor member last name, first name, and room name

Summary Report Type Available: No

Description: For each room, this report shows when they are reserved, by a Tutor and the activity that will take place from present to selected “To date”. Under the room, the report lists the reserved date, start time, end time, tutor, student, and activity.

TUTOR’S WEEKLY APPOINTMENTS

Purpose: Shows appointments on a weekly basis by displaying the tutor’s name on the spaces indicating the session’s duration

Available Filters: Time period, Tutors, Tutor Groups

Display Options: None

Order: None

Summary Report Type Available: No

Description: This report shows scheduled appointments for the week. It can be filtered to include only certain tutors or tutor groups.

CENTER’S WEEKLY APPOINTMENTS

Purpose: Shows scheduled appointments for a one week period

Available Filters: Activities, Tutors, Lab IDs, Tutor Groups

Display Options: None

Grouped by: None

Order: None

Summary Report Type Available: No

Description: This report shows a center’s weekly scheduled appointments, displaying the tutor name, appointment time slot, category, activity and student name.

ZERO APPOINTMENTS

Purpose: Shows students without appointments scheduled for the period specified

Available Filters: Students, Student Groups

Display Options: show visitor ID, Show Student Phone Number

Grouped by: student last name

Order: None

Summary Report Type Available: No

Description: This report shows students who have not scheduled an appointment for the period specified.

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