Difference between revisions of "Club and Clinic Waiting List Report"

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''Location in standard build:'' '''''[[Reports Tab]] > Clubs and Clinics > Waiting List'''''
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[[File:waitlist_rep.jpg|200px|alt="a screenshot of the waiting list report button being highlighted in the report menu."]]
  
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[[File:cl_CCWLR_1.png|border]]
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The Waiting List report displays details of service users waiting to become a member of the Club, Clinic or Group.  Service Users are added to the waiting via [[Record A Contact]] or via the [[Membership Details]] page.  Complete the following search criteria:
  
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[[File:waitlist_rep1.jpg|700px|alt="a screenshot of the waiting list report criteria fields. including a date range, project, and clinic selection field."]]
  
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The Club and Clinic Waiting List Report is a report which outputs details about when people were added to (and removed from) Club and Clinic Waiting Lists. The data comes from three fields on the [[Membership Details]] page;
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* '''Start Date''' - The earliest date for the report period.
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* '''End Date''' - The latest date for the report period.
  
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* Membership Status
 
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* Date put on Waiting List
 
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* Date removed from Waiting List
 
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[[File:cl_CCWLR_2.png|border]]
 
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===Report Filters===
 
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The following filters are available:
 
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* Start and End date (both are required for the report to run)
 
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* Status - this basically tells the report what information to look for. The options are:
 
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** Added to Waiting List during period (everyone whose "Date put on Waiting List" falls within the given date range)
 
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** Added to and removed from Waiting List during period (everyone whose "Date put on Waiting List" and "Date removed from Waiting List" '''both''' fall within the given date range)
 
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** Added to Waiting List during period and remaining on List (everyone currently on the Waiting List (as of '''today''') whose "Date put on Waiting List" falls within the given date range)
 
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* Active or Inactive Clinics (choose from Active Only, Inactive Only, or both)
 
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* Clinic - specify a particular Club or Clinic here, if desired.
 
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[[File:cl_CCWLR_3.png|border]]
 
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===Output Options===
 
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You can choose to have the report's output ordered by:
 
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* Client name
 
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* Date put on Waiting List
 
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* Postal District (of the member)
 
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[[File:cl_CCWLR_4.png|border]]
 
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===Example of reporting output===
 
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[[File:cl_CCWLR_5.png|border]]
 
  
  
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 13:53, 9 August 2017 (BST)
 
 
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[[Category:Reporting]]
 

Latest revision as of 15:23, 25 March 2024

Helpheader small.png

"a screenshot of the waiting list report button being highlighted in the report menu."

The Waiting List report displays details of service users waiting to become a member of the Club, Clinic or Group. Service Users are added to the waiting via Record A Contact or via the Membership Details page. Complete the following search criteria:

"a screenshot of the waiting list report criteria fields. including a date range, project, and clinic selection field."

  • Start Date - The earliest date for the report period.
  • End Date - The latest date for the report period.


Helpheader small.png
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