The Personnel Work Hours Report is an Excel report that provides a summary of the number of appointments and hours for each Personnel per day within a given date range.
No Show and Cancelled appointments are tallied separately.
This report is useful for a more in-depth analysis of workload, and having the data in Excel allows for easy sorting and summing of data.
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 Work Hours.
- Choose the Personnel for whom you want the report.
- Choose a defined Range OR Enter the From date and To date.
- Choose which appointments to include - Normal, Cancelled, and/or No Show.
- Go to the Output tab, and change the options as needed.
- Click [Run].
- Your browser will ask whether you want to Open or Save the file.
We recommend that you choose Save (see Should I choose Save or Open?).