Assigned user workload
Why this matters
Assigning entries to users divides a long list across a team. This report shows how evenly that work is spread, and it puts the entries nobody is assigned to at the top, because those are the entries most likely to be missed.
Options
| Option | Choices |
|---|---|
| Formats | View, CSV, PDF |
| Dates | None: the report shows the lists as they are now |
| Filters | Users (the users assigned to the entry), Waiting Lists, Status, Priority, Locations |
See Running Reports for the steps.
What it contains
The first row is (unassigned). After it comes one row per user, shown as surname, first name. If you select users in Users, only those users are listed.
| Column | Meaning |
|---|---|
| User | The assigned user |
| Triage, Waiting, W&S, Review, Attended, Suspended, Removed | The number of that user’s entries in each status |
| Total | All of that user’s entries |
The (unassigned) row is highlighted in red when it has any entries.
The CSV file has the columns User, one column per status with its full name, and Total.
What to watch for
The user rows add up to more than the number of entries An entry assigned to two users is counted once for each of them.
The (unassigned) row is always zero Unassigned entries are left out when you select users in Users, and when you don’t have Can view All Appointments. See Running Reports.
Users with no entries are listed Every user is listed, with zeros where they have nothing assigned.