Running Reports

Note - The reports are generated at approximately 1am daily, and include data as of close of business the previous day.
  1. Log onto Vision360 using the Systems Support role.
  2. Select Appointments Reporting and the View Appointments Reports screen displays:

  3. Define the report you require:

    • Report - Select the report required.

    • Months - Tick the months you require, or select Check all to select the last 18 months:

    • System - Select the appropriate organisation. This is greyed out if only one organisation is available.

    • Books - The report defaults to All Books, if required choose the drop down to refine the selection.

  4. The report displays:

    • To change the report view, select Toggle .
    • Select Export to output the report to CSV.
See Report Library for details.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.