Scheduler Reports is used to create reports based on appointments established in the scheduler. Access this tool by selection Tools > Scheduler > Reports or Reports > Report Manager. The Report Manager dialog opens.

 

View Reports


Available reports:

    • Call List for all Preparers – Choose this report to generate a list of all of the appointments scheduled for all preparers during the chosen date range.  
      • Preparer Name
      • Appointment Date
      • Start Time
      • Taxpayer Name
      • Taxpayer ID
      • Duration
      • Phone – Daytime
      • Phone – Evening
      • Phone – Cell
      • Client Type
    • New Client Appointments – Choose this report to generate a list of all appointments for new clients for a particular preparer.
      • Preparer Name
      • Appointment Date
      • Start Time
      • Taxpayer Name
      • Taxpayer ID
      • Phone – Daytime
      • Phone – Evening
      • Phone – Cell
    • Preparer Appointments – Choose this report to generate a list of all appointments for a preparer.
      • Preparer Name
      • Appointment Date
      • Start Time
      • Taxpayer Name
      • Taxpayer ID
      • Duration
      • Phone – Daytime
      • Phone – Evening
      • Phone – Cell
      • Client Type
    • Preparer Call List – Choose this report to generate a list of all appointments for a preparer.
      •  Preparer Name
      • Appointment Date
      • Start Time
      • Taxpayer Name
      • Taxpayer ID
      • Phone – Daytime
      • Phone – Evening
      • Phone – Cell

 

To run a report, select the report needed and follow these steps:

    1. Click View Report. If the report name is in the report viewer already, the application prompts to overwrite it Yes or No. Click Yes to recreate the report and overwrite the existing file , or No to view the existing report file.
    2. Select the search condition needed and click Continue.
    3. If there is a filter condition, enter the needed information and click Continue. When all conditions are set, data associated with the selected report type and preparer is displayed in the Report Viewer.
    4. Use the opened Report Viewer to print, export, or view the report output.


Printing


The Print feature prints the appointments for the selected date (shown under the Current Calendar Date) in the Appointment Scheduler. Click Print, specify a time range by selecting a Starting Time and Ending Time, and click OK. Results are displayed in the Report Viewer, from which you can print or export the data.


Exporting


The Export feature sends the data for the selected report view to an Excel spreadsheet, CSV file or Notepad. To export schedule data directly from the Appointment Scheduler, click  the Export button, specify a time range by selecting a Starting Time and Ending Time, and click OK. Results are displayed in an Excel spreadsheet.