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1.Select Report Dashboard
2.Select Appointment Reason Report
3.Select Run
4.On the Appointment Reason Report screen, select the following options:
•Facility: Select the desired Facility. (Only Facilities selected for access under that User Login will be available for selection.)
•Appointment Date Range: Select the appointment date range to display appointments with a Reason Code.
•Appointment Status: Select one of the following status' to display appointments within the date range of the selected status:
▪All
▪Cancel
▪No Show
▪Rescheduled
•Resource: This is a free text field that will allow a Resource to be populated so that only appointments with a Reason Code for that Resource will display.
•Sections To Exclude: One of the following may be selected to exclude specific sections from displaying on the report.
▪Exclude Summary By Reason
▪Exclude Grand Totals By Reason
▪Exclude Summary By Resource
▪Exclude Grand Totals By Resource
•Level of Detail: Select the level of detail.
▪Detail
▪Summary
•Include Cover Sheet: Select this option to include a Cover Sheet with the report.
•Safe Mode: Select this option if the report would not build due to bad data being in a field. If the report has bad data, a message will appear stating that it should be run using Safe Mode.
▪If selected, Safe Mode will replace all of the bad characters with a ?. This will allow the intended report to generate. The bad data may then be seen and can be corrected at the account level.
•Output Format: Use the drop-down box to select one of the following Report Format options:
▪XML
▪CSV
▪HTML
▪MAPLIST
▪TXT
4. Select Run Report on the action bar to display the report in the selected output format.