TracCloud Report: Consultant Specialties: Difference between revisions

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<big><b>Consultant Specialties</b></big><br>
<b><big>Consultant Specialties</big></b><hr>


Consultant Specialties Report allows you to run a report that will quickly show you all the section specialties that are assigned to what consultants. You are also able to run this report by the current term.<br><br>
This report will display all specialties that are assigned to your consultants, for both reasons and sections.<br><br>


<i>Reports>Management> Consultant Specialties</i><br>
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The first screenshot below is for the reason specialties.
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The screenshot below specialties by subject<br><br>
<b><big>CSV Export</b></big><br>


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* <b>Show Unassigned Specialties</b><br>
This will show the specialties that have NOT been assigned to any consultant (reason or subject). <br>
 
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* <b>Show Only Active Sections</b><br>
Will only show the active sections for this term.<br>
 
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* <b>Show Email and Show Phone</b><br>
If these boxes are checked then it will display the email and/or phone that is on the consultant profile.<br>
 
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Revision as of 09:05, 15 October 2021