TracCloud Report: Appointments/Visits Utilization

Contents

Management

Payroll

Registrations

Scheduling

Security

Students

Other

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.

• 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. Inactive centers are hidden from this list by default, but can be included by checking "Show Inactive."

• 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). Alternatively, "FTP Export" can be chosen to send the report file to your SFTP directory (same location as your import files). If you save a report as a favorite with the FTP Export option chosen, the name of the file will match the name of your favorite report. If automating the FTP report, an email address will be required, but an email will not be sent.

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