This report will show you how to run a report on all blocked out time in the diary. It's recommended that you read our general reporting guide first, to better understand PPS' reporting capabilities.
Section 1 - Selecting a Report
All reports can be found via Reports > Reports & Mail Merge and are sorted into sections. For this report, we’re going to open the Appointments Diary List Report to use the Reports Wizard.
Section 2 - Select
This screen allows you to restrict which records are included in your report. You can select to only show appointments for a specific diary user, or select to include only appointments with a specific status. In this report, we’re going to remove everything but blocked out time.
Section 3 - Date Range
Now we need to select the date range for the non-availability. Remember, this date range applies to the date of the blocked out time, no the date that this was added to the diary.
Section 4 - Breakdown
This section allows us to break down the report by certain areas, in this report we’re going to select to breakdown by Non-Availability Reason. This will then separate our report results to see the number of meetings, sickness leave etc.
Section 5 - Criteria
This section allows us to be particular about the results we’re including in the report. For example, you may want to choose to only show slots which were blocked out for meetings, or admin time.
This section can be skipped.
Section 6 - Print/Preview Options
This section allows us to choose extra snippets of information to view in the report Preview mode.