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* TracCloud
{{TracCloudReportTabs}}
** TracCloudTech|Tech Docs
{| style="width:100%; vertical-align:top; "
** TracCloudGuide|User Manual
| style="width:250px; vertical-align:top; padding:2px 15px 2px 2px;" | {{TracCloudReportsManagementTOC}}
** TracCloudReports|Reports
| style="vertical-align:top; padding:20px 20px 20px 2px;" |
** TracCloudNewsInfo|Newsletters
{| style="width:100%; vertical-align:top; "
** TracCloudWhatsNew|What's New?
<b><big>Appointments/Visits Utilization</big></b><hr>


* TracCloud Modules
This report shows the appointment utilization and visits. Who the consultant was, date, appointment, if there were drop-in hours and the remaining availability.<br><br>
** TracCloudSAGE|SAGE
** TracCloudST|SurveyTrac
** TracCloudWB|Whiteboard
** TracCloudQ2|Q2 Tables
** TracCloudTA|Text Alerts


[[File:4565924.png|600px]]<br>


* Trac 4.0
{{#lst:Template:TracCloudReportsDescriptions|Centers}}
** Tech_Docs|Tech Setup
** User_Manual|User Manual
** Reports:Main|Reports
** NewsNewsletters|Newsletters
** FAQ|FAQ


* Trac 4.0 Modules
{{#lst:Template:TracCloudReportsDescriptions|TimeFrame}}
** NewsSurveyTrac|SurveyTrac
** Whiteboard|Whiteboard
** SAGE|SAGE
** Q2|Q2 Tables
** NewsTextAlerts|Text Alerts
** NewsMobileView|Mobile View


*Support
{{#lst:Template:TracCloudReportsDescriptions|ShowCanceledAppts}}
** https://go-redrock.kayako.com|Helpdesk
 
** https://www.go-redrock.com/support/request-training/|Request a training
{{#lst:Template:TracCloudReportsDescriptions|ShowAvails}}
** https://www.go-redrock.com/demo|Request a demo
 
** https://www.go-redrock.com/conference|Conference Info
{{#lst:Template:TracCloudReportsDescriptions|ShowReserved}}
** https://www.facebook.com/RedrockSoftware|Facebook
 
<!--** http://twitter.com/#!/goredrock|Twitter-->
{{#lst:Template:TracCloudReportsDescriptions|ShowSummary}}
<!--** http://redrocksoftware.blogspot.com/|Blogger-->
 
{{#lst:Template:TracCloudReportsDescriptions|ShowWorkVisits}}
 
{{#lst:Template:TracCloudReportsDescriptions|CalculateTotals}}
 
{{#lst:Template:TracCloudReportsDescriptions|ShowTotalsChart}}
 
{{#lst:Template:TracCloudReportsDescriptions|AdditionalSearch}}
 
{{#lst:Template:TracCloudReportsDescriptions|OutputFormat}}
 
{{#lst:Template:TracCloudReportsDescriptions|DeliverTo}}
 
 
<hr>
[[File:4663102.png|900px]]
 
 
|}

Revision as of 10:30, 27 April 2022


Appointments/Visits Utilization

This report shows the appointment utilization and visits. Who the consultant was, date, appointment, if there were drop-in hours and the remaining availability.

File:4565924.png


  • Centers
Filter report data by center. You can select all centers or only a specific few to narrow down your results. At least one center must be selected.


  • Time Frame
The date range for the data in this report. Beyond entering a date range manually, you can also choose a preset date range (Today, This Month, This Semester, etc) from the dropdown list above.


  • Show Canceled Appointments
Include appointments that have been canceled in your report results.


  • Show Availabilities
Include availability times in the report results.


  • ShowReserved
Include blocked or reserved schedule time in the report results.


  • Show Summary
Only show data totals, excluding details of individual records.


  • Show Work Visits
Include consultant work visits in report results.


  • Calculate Totals
Include data totals in report results.


  • Show Totals Bar Chart
Adds a visual bar chart of totals to your report data.


  • Additional Search
Filter your results by a selected field.
Use * as a wildcard (Subject: MAT*)
| as "or" (Major: Mathematics|Biology)
# as "Not" (Status: #Inactive)
&& as "And" (Major: #Mathematics&&#Biology)
blankornull as a keyword to find records where the field is blank (Reason: blankornull)
Multiple fields can be added to further narrow down your results.


  • Output format
Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.


  • Deliver to
Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).



4663102.png