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accutrack:reportsmanual:visits-reports [2020/01/16 09:50]
nick [WAIT TIMES (INTAKE SYSTEM)]
accutrack:reportsmanual:visits-reports [2020/02/05 10:24] (current)
santi
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 ====== VISITS REPORTS ====== ====== VISITS REPORTS ======
  
-===== BY ACTIVITY =====+{{ :​accutrack:​reportsmanual:​visits.jpg?​nolink |}}
  
-==== BY ACTIVITY ​(Summary View) ====+==== BY ACTIVITY ====
  
-===== ACTIVITIES WITH SESSIONS =====+{{ :​accutrack:​reportsmanual:​visits1.jpg?​nolink |}}
  
-==== Activities with Sessions ​(Summary View====+**Purpose:​** Shows usage of services ​(activities / classes offered at your center
  
-===== STUDENT ATTENDANCE- DETAIL =====+**Available Filters:** Reporting period, Students, Activities, Student Groups, Lab IDs 
  
-==== STUDENT ATTENDANCE - SUMMARY ====+**Display Options:** Show/hide visitor ID. Time format (hour:​minute / hours and fraction hour) 
  
-===== VISITS SUMMARY =====+**Grouped by:** Category, activity, student ​
  
-===== WEEKLY STUDENT TIME =====+**Order:** Alphabetical by category name, activity name within each category, student’s last name within each category ​
  
-===== WEEKLY STUDENT VISITS =====+**Summary Report Available:​** Yes 
  
-===== CHART VISITS =====+**Description:​** The Activity Detail Report provides information about the activities at your center. The report lists each category of activities. Under the category name, each activity is shown in white text over black background. The students using the activity are listed under it in italic font. For each student, the report lists the sign-in sessions (sign-in date and time, the sign-out date and time, and the sign-in period).
  
-===== SERVICE USAGE =====+<note tip>​**Tip:​** A * next to the sign-in time indicates that the sign-in or sign-out time did not occur in real time. For example, sign outs via the administration screen or those edited via the Edit Logs screen will have a * next to them.</​note>​
  
-==== SERVICE USAGE (Summary View) ====+This report also shows the total number of hours students spent on each activity and on each category of activities.
  
-===== SERVICE TYPE USAGE WITH TOTALS =====+=== BY ACTIVITY (Summary View) ===
  
-===== SERVICE TYPE USAGE (ACTIVITY INCLUDED) =====+{{ :​accutrack:​reportsmanual:​visits2.jpg?​nolink |}}
  
-===== VISITOR HISTORY =====+==== ACTIVITIES WITH SESSIONS ​====
  
-===== ZERO VISITS =====+{{ :​accutrack:​reportsmanual:​visits3.jpg?​nolink |}}
  
-===== NEW VISITORS =====+**Purpose:​** Shows usage of services (activities / classes offered at your center) and any session notes associated with the sessions ​
  
-===== VISIT TYPES =====+**Available Filters:** Reporting period, Activities, Students, Student Groups, Lab IDs 
  
-===== WALK-INS VS. APPOINTMENT VISITS =====+**Grouped by:** Category, activity, student ​
  
-==== WALK-INS VS. APPOINTMENT (Summary View) ====+**Order:** Alphabetical by category name, activity name within each category, student’s last name within each category ​
  
-===== WAIT TIMES (INTAKE SYSTEM) =====+**Summary Report Available:​** Yes 
  
 +**Description:​** The Activities with Sessions Detail Report provides information about the activities at your center. The report lists each category of activities. Under the category name, each activity is shown in white text over black background. The students using the activity are listed under it in //italic// font. For each student, the report lists the sign-in sessions (sign-in date and time, the sign-out date and time, and the sign-in period). If there are any session notes, they will be displayed under the session details for each session.
 +
 +=== Activities with Sessions (Summary View) ===
 +
 +{{ :​accutrack:​reportsmanual:​visits4.jpg?​nolink |}}
 +
 +==== STUDENT ATTENDANCE- DETAIL ====
 +
 +{{ :​accutrack:​reportsmanual:​visits5.jpg?​nolink |}}
 +
 +**Purpose:​** Shows a detailed list of students’ attendance ​
 +
 +**Available Filters:** Reporting period, Activities, Students, Student Groups, Lab IDs 
 +
 +**Display Options:** Show/hide visitor ID. Time format (hour:​minute or hours and fraction hour) 
 +
 +**Grouped by:** Student, category, and activity ​
 +
 +**Order:** Alphabetical by student name, category, and activity ​
 +
 +**Summary Report Type Available:​** Yes 
 +
 +**Description:​** This report provides detailed information about visitors and their attendance. The report lists each student. Under the name, the report lists the categories, and under each category, it lists the activities this student used. For each activity, the report lists the sign-in sessions (sign-in date and time, sign out date and time, and time spent).
 +
 +The total time the student spent on each activity and on each category of activities is also shown in this report.
 +
 +=== STUDENT ATTENDANCE - SUMMARY ===
 +
 +{{ :​accutrack:​reportsmanual:​visits6.jpg?​nolink |}}
 +
 +==== VISITS SUMMARY ====
 +
 +{{ :​accutrack:​reportsmanual:​visits7.jpg?​nolink |}}
 +
 +**Purpose:​** Displays an executive summary of visits during the reporting period ​
 +
 +**Available Filters:** Reporting period ​
 +
 +**Display Options:** None 
 +
 +**Grouped by:** None 
 +
 +**Order:** None 
 +
 +**Summary Report Type Available:​** No 
 +
 +**Description:​** The report gives you an executive summary of visits to your center, including number of open days (any day with at least one sign-in is considered an open day), number of classes served, number of students served, total contact hours, total number of appointments,​ total number of cancellations,​ and total number of no-shows.
 +
 +==== WEEKLY STUDENT TIME ====
 +
 +{{ :​accutrack:​reportsmanual:​visits8.jpg?​nolink |}}
 +
 +**Purpose:​** Displays a weekly visits time for each student ​
 +
 +**Available Filters:** Reporting period, Activity, Instructor ​
 +
 +**Display Options:** None 
 +
 +**Grouped by:** None 
 +
 +**Order:** Student’s first name 
 +
 +**Summary Report Type Available:​** No 
 +
 +**Description:​** The Weekly Student Time report lists each student that visited your center during the reporting period. For each student, the report shows the classes visited and the total time spent per week on each class. The report also shows the total time of each student and total time for each week.
 +
 +<​note>​**Note:​** The Weekly Student Time report is similar to the Weekly Student Visits report. However, this report shows total time of visits (in minutes) instead of showing number of visits.</​note>​
 +
 +<​note>​**Note:​** This report is also an Excel Pivot table. See the notes above for more info.</​note>​
 +
 +==== WEEKLY STUDENT VISITS ====
 +
 +{{ :​accutrack:​reportsmanual:​visits9.jpg?​nolink |}}
 +
 +**Purpose:​** Displays a weekly visits count for each student ​
 +
 +**Available Filters:** Reporting Period, Activity, Instructor ​
 +
 +**Display Options:** None 
 +
 +**Grouped by:** None 
 +
 +**Order:** Student’s last name 
 +
 +**Summary Report Type Available:​** No 
 +
 +**Description:​** The Weekly Student Visits report lists each student that visited your center during the reporting period. For each student, the report shows the classes visited and the number of visits per week to each class. The report also shows the total number of visits to each student and total number of visits for each week.
 +
 +<​note>​**Note:​** This report is actually an Excel Pivot table. This means you can easily apply filters. For example, to restrict the report to different set of weeks, simply click on the “week start” field and uncheck the weeks you do not want to include:</​note>​
 +
 +Click on “OK” and the report will update. You can apply the same filters to the categories, classes, instructors or even classes, and you can even use a combination of these filters!
 +
 +<​note>​**Note:​** This report requires that Microsoft Excel is installed on your computer. If Excel is not installed, the report’s name will not show up in the Reports screen.</​note>​
 +
 +==== CHART VISITS ====
 +
 +The Chart Visits report will analyze your traffic patterns using Excel charts and tables. Start by selecting the reporting period and any other available filters you would like to use. Now select the “Chart Visits” report, and the click the “Show Report” button. You will then be presented with a Save As screen where you can save the report if so desired. After you click either Save or Cancel in the Save As screen, AccuSQL/​AccuTrack will build the report for you.
 +
 +**Important:​** While the report is generating, do not exit Excel or AccuSQL/​AccuTrack until the process completes or you will get an error message and the process will exit. Once the Number of Visits by Week tab is displayed in Excel, then the report processing is complete.
 +
 +The Chart Visits report is really several reports in one and it enables you to analyze how busy your center(s) are by day, week, and overall in a series of pivot tables that a are generated on tabs and the bottom of the generated Excel document.
 +
 +{{ :​accutrack:​reportsmanual:​visits10.jpg?​nolink |}}
 +
 +Click the tabs at the bottom of Excel to view the available view and also the raw table data that is used to generate the pivot tables.
 +
 +For example, the Weekly Sign-Ins tab is the first one generated by the report output.
 +
 +{{ :​accutrack:​reportsmanual:​visits11.jpg?​nolink |}}
 +
 +and the raw data used to generate that pivot table is located in the Weekly Sign-in Table tab:
 +
 +{{ :​accutrack:​reportsmanual:​visits12.jpg?​nolink |}}
 +
 +**Note:** To learn more about PivotTables and how to use them, try the Microsoft Training: Create a PivotTable and analyze your data page at: https://​support.office.com/​en-us/​article/​Create-a-PivotTable-and-analyze-your-data-7810597d-0837-41f7-699-5911aa282760.
 +
 +==== SERVICE USAGE ====
 +
 +{{ :​accutrack:​reportsmanual:​visits13.jpg?​nolink |}}
 +
 +**Purpose:​** Shows visits per service type. 
 +
 +**Available Filters:** Start date and time, end date and time, Students, Activities, Tutors, Instructors,​ Student Groups, Service Types, Lab ID, Tutor Groups. ​
 +
 +**Grouped by:** Service type 
 +
 +**Order:** Service type, First/Last, Last/​First ​
 +
 +**Summary Report Type Available:​** Yes 
 +
 +**Description:​** This report lists each service type and for each service type, lists the students that signed in and selected it. For each student the report shows the sign-in time, sign-out time and sign-in period.
 +
 +<​note>​**Note:​** If no Service Type was selected at sign-in, those sign-in records will be grouped under an empty service type heading in the report.
 +</​note>​
 +
 +=== SERVICE USAGE (Summary View) ===
 +
 +{{ :​accutrack:​reportsmanual:​visits14.jpg?​nolink |}}
 +
 +==== SERVICE TYPE USAGE WITH TOTALS ====
 +
 +{{ :​accutrack:​reportsmanual:​visits15.jpg?​nolink |}}
 +
 +**Purpose:​** Shows a summary total of visits to each service type 
 +
 +**Available Filters:** Start date and time, end date and time, Students, Activities, Tutors, Instructors,​ Student Groups, Service Types, Lab ID, Tutor Groups. ​
 +
 +**Grouped by:** None 
 +
 +**Order:** Service Type 
 +
 +**Summary Report Type Available:​** No 
 +
 +**Description:​** This report lists each service type and shows the number of visitors, number of sign-ins, and total hours per service type.
 +
 +<​note>​**Note:​** If no Service Type was selected at sign-in, those sign-in records will be grouped under an empty service type heading in the report.</​note>​
 +
 +==== SERVICE TYPE USAGE (ACTIVITY INCLUDED) ====
 +
 +{{ :​accutrack:​reportsmanual:​visits16.jpg?​nolink |}}
 +
 +**Purpose:​** Shows a summary total of visits to each service type as well as time spent on activities ​
 +
 +**Available Filters:** Start date and time, end date and time, Students, Activities, Tutors, Instructors,​ Student Groups, Service Types, Lab ID, Tutor Groups ​
 +
 +**Grouped by:** None 
 +
 +**Order:** Service type 
 +
 +**Summary Report Type Available:​** No 
 +
 +**Description:​** This report lists each service type and shows the number of visitors, number of sign-ins, time spent on each activity total hours per service type.
 +
 +==== VISITOR HISTORY ====
 +
 +{{ :​accutrack:​reportsmanual:​visits17.jpg?​nolink |}}
 +
 +**Purpose:​** Shows some information about the visits of each visitor ​
 +
 +**Available Filters:** Reporting period, Students, Activities, Tutors, Student Groups, Service Types, Lab IDs 
 +
 +**Display Options:** None 
 +
 +**Grouped by:** None 
 +
 +**Order:** Last/First, First/​Last ​
 +
 +**Summary Report Type Available:​** No 
 +
 +**Description:​** This report lists each student that visited the center during the reporting period. For each visitor the report shows the student’s number of visits, the date and time of his or her first visit, the date and time of his or her last visit, and the average visit’s time for the that student.
 +
 +==== ZERO VISITS ====
 +
 +{{ :​accutrack:​reportsmanual:​visits18.jpg?​nolink |}}
 +
 +**Purpose:​** To show students who not visited your center ​
 +
 +**Available Filters:** Reporting period, Students, Activities, Student Groups, Service Types, Sports, Lab IDs, registered or non-registered students ​
 +
 +**Display Options:** None 
 +
 +**Grouped by:** None. 
 +
 +**Order:** Last/First, First/​Last ​
 +
 +**Summary Report Type Available:​** No 
 +
 +**Description:​** This report lists each student that didn’t visit your center during the reporting period. When you run this report, it will ask if you want to Filter for registered students only. If you select Yes, it will show zero visits only for students that are registered for the selected activities. If you select No, then it will show all students who have not visited for the specified period, whether or not they are registered for the selected activities.
 +
 +==== NEW VISITORS ====
 +
 +{{ :​accutrack:​reportsmanual:​visits19.jpg?​nolink |}}
 +
 +**Purpose:​** To show new visitors during the reporting period ​
 +
 +**Available Filters:** Reporting period, Students, Activities, Student Groups, Lab IDs 
 +
 +**Display Options:** None 
 +
 +**Grouped by:** None 
 +
 +**Summary Report Type Available:​** No 
 +
 +**Order:** Last/First, First/​Last ​
 +
 +**Description:​** This report lists each new student to your center during the period specified.
 +
 +==== VISIT TYPES ====
 +
 +{{ :​accutrack:​reportsmanual:​visits20.jpg?​nolink |}}
 +
 +**Purpose:​** Shows a summary of visits types 
 +
 +**Available Filters:** Reporting period ​
 +
 +**Display Options:** None 
 +
 +**Grouped by:** None 
 +
 +**Order:** None 
 +
 +**Summary Report Type Available:​** No 
 +
 +**Description:​** This report shows number of individual appointments,​ number of group appointments,​ number of walk-in visits, total time of individual appointments,​ total time of group appointments,​ total time of walk-in visits.
 +
 +==== WALK-INS VS. APPOINTMENT VISITS ====
 +
 +{{ :​accutrack:​reportsmanual:​visits21.jpg?​nolink |}}
 +
 +**Purpose:​** Shows a summary of visits including whether the visit was a walk in or summary ​
 +
 +**Available Filters:** Reporting period, Students, Activities, Tutors, Instructors,​ Student Groups, Service Types, Lab IDs, Tutor Groups ​
 +
 +**Display Options:** None 
 +
 +**Grouped by:** None 
 +
 +**Order:** Student, Tutor, Activity ID, Activity, Category, Service, Instructor, Lab ID, Sign In Time 
 +
 +**Summary Report Type Available:​** Yes 
 +
 +**Description:​** This report shows a summary of walk-in visits vs. appointment visits by each student. It also shows the student’s tutor, category and activities during the visit. If the visit is a walk-in, it is marked with a ‘Y’.
 +
 +=== WALK-INS VS. APPOINTMENT (Summary View) ===
 +
 +{{ :​accutrack:​reportsmanual:​visits22.jpg?​nolink |}}
 +
 +==== WAIT TIMES (INTAKE SYSTEM) ====
 +
 +{{ :​accutrack:​reportsmanual:​visits23.jpg?​nolink |}}
 +
 +**Purpose:​** Keeps record of student wait times to sign-in for each visit 
 +
 +**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, Admit Time 
 +
 +**Description:​** This report shows a summary of student visits and the wait times recorded for each visit. The time spent waiting is recorded under the ‘Minutes’ column. If the student is admitted immediately,​ a ‘0’ is placed in the column. If the student leaves (is removed from line) before sign in, a ‘Gone’ will be placed in the column.
  
 ---- ----
  
 [[accutrack:​reportsmanual:​registration-reports|Previous - REGISTRATION REPORTS]] | [[accutrack:​reportsmanual|Back to TABLE OF CONTENTS]] | [[accutrack:​reportsmanual:​tutor-visits-tracking-reports|Next - TUTOR VISITS TRACKING REPORTS]] [[accutrack:​reportsmanual:​registration-reports|Previous - REGISTRATION REPORTS]] | [[accutrack:​reportsmanual|Back to TABLE OF CONTENTS]] | [[accutrack:​reportsmanual:​tutor-visits-tracking-reports|Next - TUTOR VISITS TRACKING REPORTS]]