What is the Appointments Personnel Summary Report?

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...

1. Log in to BizDiary as an admin or manager level user.
2. Go to Reports > Run Report.
3. Select Appts: Personnel Summary.
4. Choose the Personnel for whom you want the report.
5. Choose a defined Range OR Enter the From date and To date.
6. Go to the Output tab, and change the options as needed.
7. Click [Run].
8. The report opens as a PDF which you can Save or Print.

see also...

• What is the Personnel Work Hours Report?