The Appointments Personnel Summary Report provides a summary of the number of appointments and hours in appointments for each Personnel within a given date range.
No Show and Cancelled appointments are tallied separately, and a total across all Personnel is provided.
This report is useful for analysing workload, and can also be used as a guide for paying contract workers who remunerated on a per hour or per appointment basis.
Running the Report
To run the Appointments Personnel Summary Report...
- Log in to BizDiary as an admin or manager level user.
- Go to Reports > Run Report.
- Select Appts: Personnel Summary.
- Choose the Personnel for whom you want the report.
- Choose a defined Range OR Enter the From date and To date.
- Go to the Output tab, and change the options as needed.
- Click [Run].
- The report opens as a PDF which you can Save or Print.