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accutrack:reportsmanual:appointment-reports [2020/01/16 09:52]
nick [ZERO APPOINTMENTS]
accutrack:reportsmanual:appointment-reports [2020/02/03 11:00] (current)
santi
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 ====== APPOINTMENT REPORTS ====== ====== APPOINTMENT REPORTS ======
  
-===== SCHEDULED APPOINTMENTS =====+{{ :​accutrack:​reportsmanual:​appointment.jpg?​nolink |}}
  
-===== SCHEDULED APPOINTMENTS ​(WITH SCHEDULED TIME) =====+=== SCHEDULED APPOINTMENTS ===
  
-===== APPOINTMENT OPEN SLOTS =====+{{ :​accutrack:​reportsmanual:​appointment1.jpg?​nolink |}}
  
-===== APPOINTMENT NO-SHOWS =====+**Purpose:​** Shows a list of appointments between Tutor and students ​
  
-===== APPOINTMENTS HISTORY =====+**Available Filters:** Reporting period, Students, Activities, Tutors, Student Groups, Lab IDs, Tutor Groups ​
  
-===== APPOINTMENTS HISTORY (DETAILED) =====+**Display Options:** Time format ​
  
-===== APPOINTMENT CANCELLATIONS =====+**Grouped by:** Tutor 
  
-===== ROOM RESERVATION =====+**Order:** Tutor, Appt Time, Student, Activity, Tutor Last/First, First/​Last ​
  
-===== DAILY APPOINTMENTS LIST =====+**Summary Report Type Available:​** No 
  
-===== TUTOR’S WEEKLY APPOINTMENTS =====+**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.
  
-===== CENTER’S WEEKLY APPOINTMENTS =====+<note tip>​**Tip:​** Canceled appointments will appear with a <​del>​line drawn through them</​del>​.</​note>​
  
-===== ZERO APPOINTMENTS ​=====+<note tip>​**Tip:​** A dotted line under the date separates different dates in the appointment list. SCHEDULED ​APPOINTMENTS</​note>​
  
 +
 +=== SCHEDULED APPOINTMENTS (WITH SCHEDULED TIME) ===
 +
 +{{ :​accutrack:​reportsmanual:​appointment2.jpg?​nolink |}}
 +
 +**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.
 +
 +<note tip>​**Tip:​** Canceled appointments will appear with a <​del>​line drawn through them</​del>​.</​note>​
 +
 +<note tip>​**Tip:​** A dotted line under the date separates different dates in the appointment list.</​note>​
 +
 +=== APPOINTMENT OPEN SLOTS ===
 +
 +{{ :​accutrack:​reportsmanual:​appointment3.jpg?​nolink |}}
 +
 +**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.
 +
 +<note tip>​**Tip:​** You can use this report to post tutor work hours for walk-in appointments. Simply print daily and pin on your announcements board.</​note>​
 +
 +=== APPOINTMENT NO-SHOWS ===
 +
 +{{ :​accutrack:​reportsmanual:​appointment4.jpg?​nolink |}}
 +
 +
 +**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 ===
 +
 +{{ :​accutrack:​reportsmanual:​appointment5.jpg?​nolink |}}
 +
 +**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.
 +
 +<note tip>​**Tip:​** Canceled appointments will appear with a <​del>​line drawn through them</​del>​.</​note>​
 +
 +<note tip>​**Tip:​** A red circle to the right of the appointment’s record indicates the student did not show up for this appointment.</​note>​
 +
 +<note tip>​**Tip:​** A dotted line under the date separates different dates in the appointment list.</​note>​
 +
 +=== APPOINTMENTS HISTORY (DETAILED) ===
 +
 +{{ :​accutrack:​reportsmanual:​appointment6.jpg?​nolink |}}
 +
 +**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 ===
 +
 +{{ :​accutrack:​reportsmanual:​appointment7.jpg?​nolink |}}
 +
 +**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 ===
 +
 +{{ :​accutrack:​reportsmanual:​appointment8.jpg?​nolink |}}
 +
 +**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>​**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.</​note>​
 +
 +=== DAILY APPOINTMENTS LIST ===
 +
 +{{ :​accutrack:​reportsmanual:​appointment9.jpg?​nolink |}}
 +
 +**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 ===
 +
 +{{ :​accutrack:​reportsmanual:​appointment10.jpg?​nolink |}}
 +
 +**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 ===
 +
 +{{ :​accutrack:​reportsmanual:​appointment11.jpg?​nolink |}}
 +
 +**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 ===
 +
 +{{ :​accutrack:​reportsmanual:​appointment12.jpg?​nolink |}}
 +
 +**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.
  
 ---- ----
  
 [[accutrack:​reportsmanual:​profile-reports|Previous - PROFILE REPORTS]] | [[accutrack:​reportsmanual|Back to TABLE OF CONTENTS]] | [[accutrack:​reportsmanual:​media-checkout-reports|Next - MEDIA CHECK-OUT REPORTS]] [[accutrack:​reportsmanual:​profile-reports|Previous - PROFILE REPORTS]] | [[accutrack:​reportsmanual|Back to TABLE OF CONTENTS]] | [[accutrack:​reportsmanual:​media-checkout-reports|Next - MEDIA CHECK-OUT REPORTS]]