TracCloud Report: Appointments/Visits Utilization: Difference between revisions

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<b><big>Appointments/Visits Utilization</big></b>


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This report shows consultants' total appointment hours, drop-in hours, and availability hours to compare utilization.<br><br>
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Latest revision as of 11:34, 25 November 2024

Scheduling

• Appointment Slot Utilization Date Comparison

• Appointments/Availabilities by Hour by Day of Week

• Appointments/Visits Utilization

• Average Wait Time

• Center Schedule

• Consultant Max Hours and Non-Duplicated Appointment Time

• Group Rosters

• Optional: In-Person vs Online Appointments

• Outstanding Appointment Requests


Appointments/Visits Utilization

This report shows consultants' total appointment hours, drop-in hours, and availability hours to compare utilization.

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  • 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 online locations specifically
If unchecked, the 'Location' for online Appts/Visits will be displayed as simply 'Online.' If this option is checked, it will display the specific online location (e.g., 'https://zoom.us/123456789').


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


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


  • Show Location
Include Location 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.


  • Subject/Course/Section
Only show results for the specific Subject, Course, or Section.


  • 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).


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