TracCloudReportsManagement12 and TracCloudWhatsNew2023-03-23 1: Difference between pages

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(Created page with "{{TracCloudReportTabs}} {| style="width:100%; vertical-align:top; " | style="width:250px; vertical-align:top; padding:2px 15px 2px 2px;" | {{TracCloudReportsManagementTOC}} | style="vertical-align:top; padding:20px 20px 20px 2px;" | {| style="width:100%; vertical-align:top; " <b><big>Appointments/Availabilities by Hour by Day of Week</big></b><hr> This report will show you the number of appointments compared to the number of availabilities in the date range you specify....")
 
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<b><big>Appointments/Availabilities by Hour by Day of Week</big></b><hr>
<onlyinclude>
<span style="font-size:20px">


This report will show you the number of appointments compared to the number of availabilities in the date range you specify. The percentage of time slots filled is also displayed, allowing you to review overall utilization. Visit totals can optionally be included as well.<br><br>
<b>Soon! | New Look for Availability Online or In-Person Settings<br><br></b>


[[File:5359456.png|600px]]<br>
An update will be released soon that simplifies the look of online/in-person options within availabilities. This adjustment doesn't require you to make any changes to your existing availabilities, and will be applied automatically and seamlessly when released. This wiki article is just to make sure everyone is aware that these options will look slightly different in the near future.
<br><br>
The purpose of this new look is to accommodate a future third Meeting Type for Asynchronous availabilities. Keep an eye on our [[TracCloudWhatsNew|Wiki]] for more information on that at a later date! If you have any questions about this adjustment, don't hesitate to reach out to us with the contact information at the bottom of this article.<br><br>


{{#lst:Template:TracCloudReportsDescriptions|Centers}}
[[File:7805420.png|600px]]<br><br>


{{#lst:Template:TracCloudReportsDescriptions|TimeFrame}}
This change also necessitates a slight visual adjustment to the appointment entry screen as well, with each selected modality appearing as a radio choice when booking or modifying these records.<br><br>


{{#lst:Template:TracCloudReportsDescriptions|Increment}}
[[File:4376145.png|600px]]<br><br>


{{#lst:Template:TracCloudReportsDescriptions|InPersonOnline}}
This new look is also intended to be more intuitive to use if you're unfamiliar with TracCloud's schedule. "Optional" and "Optional Chosen" are no longer needed, as you can directly chose the Default Type when applicable. To further clarify, the screenshots below compare the old availability types to their new equivalents.


{{#lst:Template:TracCloudReportsDescriptions|ApptsAvailsByHour}}
<hr>
 
<b>In-person only</b><br>
{{#lst:Template:TracCloudReportsDescriptions|ShowBarChart}}
[[File:8314477.png|600px]]<br>
 
New equivalent. The "Default Type" field cannot be modified.<br>
{{#lst:Template:TracCloudReportsDescriptions|AdditionalSearch}}
[[File:2544825.png|600px]]<br>
 
<hr>
{{#lst:Template:TracCloudReportsDescriptions|OutputFormat}}
<b>Online only</b><br>
 
[[File:6203541.png|600px]]<br>
{{#lst:Template:TracCloudReportsDescriptions|DeliverTo}}
New equivalent. The "Default Type" field cannot be modified.<br>
[[File:5913788.png|600px]]<br>
<hr>
<b>"Optional"</b><br>
[[File:4592139.png|600px]]<br>
New equivalent.<br>
[[File:7810967.png|600px]]<br>
<hr>
<b>"Optional Chosen"</b><br>
[[File:6514122.png|600px]]<br>
New equivalent.<br>
[[File:6709219.png|600px]]<br>
<hr>


<hr>
<b>More Questions?</b><br>
<b><big>HTML</b></big><br>
If you have any questions about this or any other features, please feel free to let us know by emailing [mailto:helpdesk@go-redrock.com Helpdesk@go-redrock.com] or by [https://helpdesk.kayako.com submitting a ticket].<br>
[[File:3294908.png|900px]]
</span>
<br><br>
</onlyinclude>
<b><big>CSV</b></big><br>
[[File:5851650.png|900px]]
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Revision as of 10:00, 24 March 2023

Prior Releases

• 2024-04-01 | Features & Changes / March '24

• 2024-02-29 | Features & Changes / February '24

• 2024-02-01 | Features & Changes / January '24

• 2024-01-02 | Features & Changes / December '23

• 2023-11-30 | Features & Changes / November '23

• 2023-10-31 | Features & Changes / October '23

• 2023-10-02 | Features & Changes / September '23

• 2023-08-31 | Features & Changes / August '23

• 2023-07-31 | Features & Changes / July '23

• 2023-07-03 | Features & Changes / June '23

• 2023-06-14 | Static QR Codes

• 2023-06-02 | New Survey Type

• 2023-05-04 | Asynchronous Appointments

• 2023-04-25 | Recent Changes

• 2023-04-11 | Online/In-Person New Look

• 2023-03-14 | Notification Improvements

• 2023-03-10 | Appointment Listing

• 2023-02-09 | Block Booking in Time Range

• 2023-02-09 | Students Birthdays

• 2023-01-30 | Allow Booking with Any Staff

• 2023-01-19 | Consultant Sort Code

• 2023-01-07 | Custom Kiosk Course Lists

• 2022-12-31 | Share Course List Items

• 2022-12-16 | Hide Reasons from Students

• 2022-12-09 | List Categories

• 2022-12-08 | Terms/Conditions Response Listing

• 2022-12-07 | Twig in Max Appt Rule Message

• 2022-12-03 | Q2 Visit Custom Fields

• 2022-11-16 | Custom Consecutive Appt Limit

• 2022-11-16 | Cancellation Grace Period

• 2022-11-04 | Custom Auto-Cancel Threshold

• 2022-11-04 | New Auto Termination Prefs

• 2022-10-06 | Late Cancel Options

• 2022-10-04 | Labels in Reasons/Recommends

• 2022-09-29 | Q2 Visit Details on Log Listing

• 2022-09-27 | Log Visits from Upcoming Appts

• 2022-09-21 | Group Pref: View Sched - No Edits

• 2022-09-21 | Student Search Avail Counter

• 2022-09-20 | Search Availability Badges

• 2022-09-16 | Log Visits from Group Rosters

• 2022-09-14 | Custom Past or Next Report Range

• 2022-09-14 | Custom Auto Report Messages

• 2022-09-12 | New Signature Custom Field

• 2022-09-07 | Custom Cancellation Reasons

• 2022-08-17 | Custom 'Join Online Session' Text

• 2022-08-09 | Unbooked Avails Become Drop-ins

• 2022-07-27 | Default 'Choose Date' Option

• 2022-07-27 | Additional Search Availability Widgets

• 2022-07-26 | Search Students by Student Searches

• 2022-07-21 | Change 'Edit Bio' label

• 2022-06-16 | Location Search on Schedule

• 2022-05-31 | Reasons: Ignore Section Specialties

• 2022-05-31 | Automatic Alias Format

• 2022-05-18 | Show Work Visits on Schedule

• 2022-05-16 | Search by Term Enrollment

• 2022-05-12 | First Student sets Online Status

• 2022-04-28 | Resend Student Emails

• 2022-03-14 | New Resource Functionality

• 2022-03-08 | Default Calendar Time

• 2022-03-08 | Locking Group Rosters

• 2022-02-18 | Tutor Maximum Hours

• 2022-02-01 | Send Notes on Group Roster

• 2022-01-06 | Drop-in SMS Reminders

• 2021-12-21 | KIOSK Queue Mode


Soon! | New Look for Availability Online or In-Person Settings

An update will be released soon that simplifies the look of online/in-person options within availabilities. This adjustment doesn't require you to make any changes to your existing availabilities, and will be applied automatically and seamlessly when released. This wiki article is just to make sure everyone is aware that these options will look slightly different in the near future.

The purpose of this new look is to accommodate a future third Meeting Type for Asynchronous availabilities. Keep an eye on our Wiki for more information on that at a later date! If you have any questions about this adjustment, don't hesitate to reach out to us with the contact information at the bottom of this article.

7805420.png

This change also necessitates a slight visual adjustment to the appointment entry screen as well, with each selected modality appearing as a radio choice when booking or modifying these records.

4376145.png

This new look is also intended to be more intuitive to use if you're unfamiliar with TracCloud's schedule. "Optional" and "Optional Chosen" are no longer needed, as you can directly chose the Default Type when applicable. To further clarify, the screenshots below compare the old availability types to their new equivalents.

In-person only
8314477.png
New equivalent. The "Default Type" field cannot be modified.
2544825.png


Online only
6203541.png
New equivalent. The "Default Type" field cannot be modified.
5913788.png


"Optional"
4592139.png
New equivalent.
7810967.png


"Optional Chosen"
6514122.png
New equivalent.
6709219.png


More Questions?
If you have any questions about this or any other features, please feel free to let us know by emailing Helpdesk@go-redrock.com or by submitting a ticket.