Navigating Appointments Reporting

Dashboard

The Dashboard on the Home screen, consists of three views:

• Vision - Selection of useful predefined reports.
  See Dashboard - Vision for more details.
• Capacity Snapshot - Selection of reports on Offered and Cancelled Appointments.
  See Dashboard - Capacity Snapshot for more details.
• Favourites - Your most frequently used reports can be saved here for quick access.
  See Dashboard - Favourites for more details.

The active view is underlined in blue.

Report Library

Choose a query from the Report Library, you can scroll to access more reports.

Alternatively select the Report Library > heading, which displays all the reports, you can quickly type into the search box to find a particular report.

For further information, select the report tile, and the details display to the right.

To access the report options, select the Actions button.