Reports:Consultant Appointments/Visits and Reports:Consultant Additional Detail Listing: Difference between pages

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| style="width:300px; vertical-align:top; padding:2px 15px 2px 2px;" | {{ReportsGuideSchedTOC}}
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{| style="width:100%; vertical-align:top; "
{| style="width:100%; vertical-align:top; "
| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Consultant Appointments/Visits''' <HR>
| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Consultant Additional Detail Listing''' <HR>
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| style="vertical-align:top; font-size:120%; " | <BR />The '''Consultant Appointments/Visits''' report displays the students the tutor saw and the time they worked together. The report does not account for the login hours, or reserved time, but only calculates total student hours with this tutor. The Tutors are listed vertical on the left side of the screen, and the columns display the students who worked with the tutor on which days, at what times, for how long and the status of the appointment.
| style="vertical-align:top; font-size:120%; " | <BR />The Consultant Additional Detail Listing report will list the consultant’s record, sorted by name and additional fields if selected. The consultants are listed with this information in alphabetical order.
 


'''GENERATE THE REPORT'''        
 
'''GENERATE THE REPORT'''
    
    
    
    
To generate the Consultant Appointments/Visits, click on Reports from the TutorTrac Main Menu. On the Reports Chooser, select Scheduling from the pull down list of available categories. After selecting Scheduling, choose Consultant Appointments/Visits. Enter a date range for the time period to review in the report. Then click on the Generate Report button.
To generate the Consultant Additional Detail Listing, click on Reports from the TutorTrac Main Menu. On the Reports Chooser, select Payroll from the pull down list of available categories. After selecting Payroll, choose Consultant Additional Detail Listing. Enter a date range for the time period to review in the report. Then click on the Generate Report button.  






[[File:ConsultantApptVisits.png|border|700px]]
[[File:ConsulAddDetailList.png|border|700px]]




[[File:ConsultantApptVisits2.png|border|700px]]
[[File:ConsulAddDetailList2.png|border|700px]]
 




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| style="width:50%; text-align:left;" | [[Reports:Students/Appts Status CrossTab|&larr; Previous Page]]
| style="width:50%; text-align:left;" | [[Reports:Payroll Summary by Center|&larr; Previous Page]]
| style="width:50%; text-align:right;" | [[Reports:Total Appts by Date Scheduled|Next Page &rarr;]]
| style="width:50%; text-align:right;" | [[Reports:Payroll Hours|Next Page &rarr;]]


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Revision as of 16:56, 30 November 2021


Consultant Additional Detail Listing

The Consultant Additional Detail Listing report will list the consultant’s record, sorted by name and additional fields if selected. The consultants are listed with this information in alphabetical order.


GENERATE THE REPORT


To generate the Consultant Additional Detail Listing, click on Reports from the TutorTrac Main Menu. On the Reports Chooser, select Payroll from the pull down list of available categories. After selecting Payroll, choose Consultant Additional Detail Listing. Enter a date range for the time period to review in the report. Then click on the Generate Report button.


ConsulAddDetailList.png


ConsulAddDetailList2.png




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