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My Report Runner allows you to create your own appointment-based reports that you can save and run
whenever you need them.
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To
create a report using
My Report Runner go to
Dashboard > Reports:
Once in
Reports
, select My Report Runner:
In the My Report Runner
section, select Build Reports:
Once
on the Build Reports
page, select the Add New Reports button:
You will then be taken to the Report
Builder Setup page where you will need to name your report and then select the information you want to
be included in that report:
The Report Details
panel is composed of the following sections:
Report Name: This is the
name that will appear in the dropdown for you and your staff to select
when exporting this report
Statuses: These are
the appointment statuses
that you want included in the report
Define Date Range by Created Date: Check this off if you want the date range that you define
when running the report to calculate based on the date the appointments were created instead of the date the appointment is scheduled to take place
Appointment Info Fields: These are all the appointment specific fields that
can be included in the report
Appointment Custom Fields: These are the fields that you
have defined under Settings > Define
Field Labels and applied to the
Appointment Detail page
Client Info Fields: These are the fields you defined user Settings > Define Field Labels and applied to the
Client Profile page
Once you've chosen the information you would like to
include in your report
, select the Save button to confirm that report:
After you've clicked the Save button, the Report Details screen will change to
a read-only mode - if you need to add additional information
select the Edit button
. Otherwise, select the Reports on the left side menu to run your newly created report:
How to export a report
On the Reports page, select the My Report Runner tab
. Then select your report from the Type
dropdown, choose the Date Range for the report, confirm the Locations/Staff/Reasons to be included in the report, and select the Download Report button:
After selecting the
Download Report button
, the report will be downloaded to your computer in .xls format.
If you need to add or remove information from
any reports you have created, go to
Dashboard > Reports > My Report Runner and
select the Build Reports tab to view a list of
your existing reports:
Once in the list of your
reports, you'll see the option to (1)
Add New Report, (2)
View the details selected in a report, and (3)
Delete a report.
Select View next to the report you want to update:
After
selecting the View button, you'll be taken to the Report Builder
Setup page where you can select the Edit button
to then add or remove information from the existing report:
Once the Report Details
panel goes into Edit mode, select or unselect the fields you want in your report and
then select Save to confirm those changes:
After you've clicked the Save button, the Report Details screen will change to
Once you're back in the Reports screen click the My Report Runner tab, select your report from the Type field, select the date range needed, and click the Download Report button:
a read-only mode.
