How to Print

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How to Print

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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:

PDF

XML

CSV

HTML

MAPLIST

TXT

 

4. Select Run Report on the action bar to display the report in the selected output format.