User appointment report
Why this matters
The User Appointment Report shows each service provider’s caseload for a period: who they saw, how often, for how long, and how many of those clients did not attend. It suits supervision, caseload reviews and activity returns, where the account-wide summary is more than you need.
Options
| Option | Choices |
|---|---|
| Formats | View, CSV, PDF |
| Dates | From: and To: |
| Filters | Users, Types, Rooms, Departments, Confirmed, Attendance |
To report on particular users, select them with Users. See Running Reports for the steps.
What it contains
The report has a heading for each user, followed by a table with one row per client that user saw in the period.
| Column | Meaning |
|---|---|
| Client | The client’s name |
| New Appt | Appointments that were the client’s first |
| Repeat Appt | All other appointments |
| Duration | Appointment time in minutes |
| Units / 5m | Appointment time in 5-minute units |
| DNA | Did Not Attend count |
| UTA | Unable To Attend count |
The total row for each user gives the DNA and UTA counts with their rate as a percentage, for example 3 (4.17%). A client row is highlighted in red if the client has a DNA.
This is the same breakdown that closes the Appointments Summary Report, without the charts and summaries that come before it.
The CSV file has one row per user and client, with the columns From, To, User, Client, Total New, Total Repeat, Total Duration (minutes), Total Units (5min), Total DNA and Total UTA.
What to watch for
DNA and UTA are counted per client DNA and UTA come from each client’s own attendance and confirmation status. A group appointment adds one DNA for each client in it who didn’t attend.
A new client shows as a repeat An appointment is new only if it falls on the date of the client’s first appointment anywhere in the account, not their first with this user. A client moving to a new service provider shows as a repeat.
Names are surname first User headings and client names read Surname, First name. Search for a surname when looking for someone in a long report.