IN BRIEF
The Instructor Appointment Schedule Report (STA-13) provides a detailed listing of appointment timeslots within a selected date range, including instructor assignments, booking details, and payment information. This report helps administrators review scheduling availability, track booked appointments, and verify associated charges.
Overview
The Instructor Appointment Schedule Report generates a list of appointment timeslots based on your selected criteria. Each entry includes key details such as:
- Instructor name
- Appointment name
- Service name
- Zone
- Description
- Date and time
- Number of openings
- Student name(s) booked
- Paid status (Yes/No)
- Total amount charged (or the value of the appointment if no charge exists)
By default, the report sorts results in the following order:
- Alphabetically by instructor name (grouping all timeslots for each instructor)
- By appointment date
- By appointment time
Important Notes
- Information related to rescheduled bookings is only tracked for appointments rescheduled after June 5, 2024.
- Preset filters can be saved and reused for frequently run reports.
Available Formats
- HTML
- XLS
- CSV
Accessing the Report
- From the main navigation menu, go to Reports.
- Select Instructor Appointment Schedule (STA-13).
Step-by-Step Instructions
- Navigate to the Instructor Appointment Schedule (STA-13) report.
- Enter a From Date and To Date to define the reporting range.
- Select at least one Location.
- Apply any additional filters as needed.
- Choose your preferred report format.
General Filters
-
From/To Dates
- Displays bookings that were or will be active within the selected date range
-
Locations
- Limits results to selected location(s)
- At least one location must be selected to generate the report
-
Openings
- Filters timeslots based on the minimum number of available openings
- If left blank, all timeslots with bookings are included
-
Choose Instructor
- Filters results to selected instructor(s)
- Entries are only included if the instructor is مرتبط with relevant activity during the selected date range
- If an instructor was deleted after the start date, earlier entries remain visible
- If an instructor was added after the end date, they are not included in results
Additional Options
-
Show Empty Timeslots
- Includes appointments without any bookings
-
Show Guardian Name
- Adds a column displaying the primary guardian’s name for each student
Generating the Report
- Select your desired export format (such as HTML, PDF, XLS, or CSV) at the bottom of the report window.
- The System will immediately generate the report in the selected format.
Troubleshooting & FAQs
-
Why am I not seeing any results in my report?
- Ensure that at least one Location is selected and that your date range includes active bookings.
-
Why are some instructors missing from the report?
- Instructors will only appear if they are associated with appointments during the selected date range. If they were added after the date range, they will not appear.
-
Why do I not see rescheduled appointment data?
- Rescheduled booking data is only tracked for appointments rescheduled after June 5, 2024.
-
Why are empty appointment slots not showing?
- Enable the Show Empty Timeslots option to include appointments without bookings.
-
Can I reuse my filter settings?
- Yes. You can save your filters as Presets and reload them when running the report again.