Difference between revisions of "Club and Clinic Cancellations"

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''Location in standard build:'' '''''[[Reports Tab]] > Clubs & Clinics > Club and Clinic Cancellations'''''
 
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[[File:cl_CCCCR_1.png|border]]
 
[[File:cl_CCCCR_1.png|border]]
  
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If a Club, Clinic or Group has been [[Clubs,_Clinics_%26_Groups#Occurrences_Tab|configured to record cancelations]] then cancellations will appear on this report.  A cancellation is when a service user was added to a session as expected to come and later removed from the session.
  
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The Club & Clinic Client Cancellation Report shows cancellations for Club/Clinic Occurrences.
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[[File:Rep_cccancel.png]]
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A Cancellation is when someone is confirmed to attend an Occurrence of a Club/Clinic (i.e. they are booked into an attendance slot), but they are then un-booked (removed from the attendance slot). Cancellations are only recorded if the "Record all Cancellations?" option for the Club/Clinic is set to "Yes".
 
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[[File:cl_CCCCR_2.png|border]]
 
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When this option is set to "Yes", if someone is removed from the attendance list, the user will automatically be shown a data entry screen where they can enter the reason for the cancellation. The reasons available are the list of [[Non-Attendance Reasons]].
 
  
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* '''Start Date''' - Select the start of the reporting period.
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* '''End Date''' - Select the start of the reporting period.
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* '''Active or Inactive Clinics''' - Choose to report on Active, Inactive or all Clubs, Clinics & Groups.
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* '''Clinic or Club''' - Select all or specific Clubs, Clinics and Groups.
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* '''Project Associated With''' - Specify all projects or a single project.
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* '''Cancelled Appointments in Events or Audit of All Cancellations?''' - Cancellations will give you information about the most recent cancellation in a timeslot, whereas the full audit will give you every time someone in that slot cancelled.
  
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==Report Filters==
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* '''Sort By Client or By Event Date?''' - Specify the display order of the report.
  
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You can filter the report by:
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Click on the 'Display in Browser' button to run the report or 'Export to Spreadsheet'.
  
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* '''Date range''' (you must enter a date range, otherwise the system will return no results)
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'''Cancellations Report'''
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* '''Active, Inactive or all''' clubs/clinics/groups
 
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* '''Clinic or Club'''
 
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* '''Project Associated With''' - i.e. the "parent" project of the Club/Clinic
 
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* '''Cancelled Appointments in Events or Audit of All Cancellations?''' - the only difference between these two formats is that the "Audit" option has some extra columns (see below).
 
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* '''Sort By Client or By Event Date''' - this will group the reporting output.
 
  
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[[File:cl_CCCCR_3.png|border]]
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[[File:Rep_cccancstd.PNG]]
  
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'''Full Audit of Cancellations Report'''
  
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==Output columns==
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[[File:Rep_cccancaudit.PNG]]
  
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The data output on the report contains the following columns:
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You can access the [[Blue Folder Lookup]] for the sections or totals by clicking the [[File:Icon_bluefolder.PNG|link=Blue Folder Lookup]].
  
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* '''Client ID'''
 
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* '''''Audit Reference''' - a unique reference for this cancellation. Only shown on the "audit of all cancellations" version of the report.
 
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* '''Client Name'''
 
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* '''Event Date'''
 
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* '''Appointment Time'''
 
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* '''Date When Cancelled'''
 
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* '''Time When Cancelled'''
 
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* '''Time Between Cancellation And Event''' - in hours, minutes and seconds
 
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* '''Reason'''
 
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* '''''Current Replacement Client''' - only shown on the "audit of all cancellations" version of the report. If the person was cancelled from an appointment slot and then someone else was booked into that slot (i.e. replacing the person who cancelled) then that person's name will be shown here. This is useful for looking to see if cancelled slots are being successfully filled or not.''
 
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* '''''User''' - the user that entered the details of the cancellation. Only shown on the "audit of all cancellations" version of the report.''
 
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* '''Date/Time Entered''' - this is the real time that the user entered the details on the cancellation page, rather than the time that they say the person cancelled.
 
  
  
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 14:58, 2 August 2017 (BST)
 
 
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[[Category:Reporting]]
 

Latest revision as of 10:22, 21 February 2024

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Cl CCCCR 1.png

If a Club, Clinic or Group has been configured to record cancelations then cancellations will appear on this report. A cancellation is when a service user was added to a session as expected to come and later removed from the session.

Rep cccancel.png

  • Start Date - Select the start of the reporting period.
  • End Date - Select the start of the reporting period.
  • Active or Inactive Clinics - Choose to report on Active, Inactive or all Clubs, Clinics & Groups.
  • Clinic or Club - Select all or specific Clubs, Clinics and Groups.
  • Project Associated With - Specify all projects or a single project.
  • Cancelled Appointments in Events or Audit of All Cancellations? - Cancellations will give you information about the most recent cancellation in a timeslot, whereas the full audit will give you every time someone in that slot cancelled.
  • Sort By Client or By Event Date? - Specify the display order of the report.

Click on the 'Display in Browser' button to run the report or 'Export to Spreadsheet'.

Cancellations Report

Rep cccancstd.PNG

Full Audit of Cancellations Report

Rep cccancaudit.PNG

You can access the Blue Folder Lookup for the sections or totals by clicking the Icon bluefolder.PNG.


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