Appointment Reports

A suite of pre-defined reports to run directly from Appointments are available. These are designed to help you manage your appointments process.

To select Reports

  1. From the Reception View or Weekly View, select Options - Reports:

  2. The Reports screen displays:

    Select a report from the available list:

    • Future booked appointments

    • Patient counts in time frame

    • 3rd, 4th and 5th available appointments

    • Utilisation and DNA rates

    • Utilisation by booking method

    • Staff utilisation and DNA rates

    • Utilisation by patient age and sex

    • Online appointment availability

    • Online appointments booked

  3. Choose Select to display the report criteria:

    Complete as required:

    • Select date(s) - Select a date or tick Date range to select a date range.

      Note - You must select a valid date range. The date range criteria vary by report, however instructions display below the date range advising on the requirements for each report.
    • Include appointments from - If you are in a shared care setting, select the organisations to include appointments data from.

    • Saved filters - When you select an organisation, you can select an organisation specific appointment filter if required.

      Note - If a filter has not been created for an organisation, you are advised that one needs to be created to include only certain appointments. See Applying or Editing Filters for more information.
  4. Select View Report to run the report. The following options are also available:

    • Reset - To reset the report criteria.

    • Back - To return to the Reports screen.

    • Cancel - To return to the Reception View or Weekly View.

  5. The report displays:

    The report data display and options vary by report, select from the following where appropriate:

    • Group by - Select Group By to change the view criteria.

    • Change view - Select to view the report as a bar chart or pie chart.

    • Details - Select to view the report details.

    • Change report criteria - Select to return to the previous screen and change the report criteria.

    • Copy details to windows clipboard - Select to copy the report details to the Windows Clipboard.

    • Export - Select to export the report to a PDF or CSV file.

  6. Select Close to close the report and return to the Reception View or Weekly View.

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.