Detailed Reports | Help Center

Navigate to the Reports Section:
- Log in to your ReadySetConnect account.
- From the main navigation menu (usually on the left side), click on the "Reports" icon or link. This will open the reports dashboard.
Select "Detailed Reports":
- Within the "Reports" section, choose "Detailed Reports". This option is usually found in a sub-menu or as a direct button.
Configure Your Report Filters:
- On the Detailed Report page, you will see various filter options to customize your report:
  - Select a Clinician: Use the dropdown menu to choose specific clinicians, or select "All Clinician" to include data from all practitioners.
  - Select a Date Range: Click the calendar icon to select a specific date range for the events you want to include in your report.
  - Select Event Type: You can specify the type of event you want to report on (e.g., "Appointment" or "General Event").
  - Select the Status: Choose the status(es) of the events you wish to see (e.g., "Scheduled," "Completed," "No Show," "Canceled"). You can typically select multiple statuses.
  - Search (Optional): Use the search bar to filter events by keyword if needed.
Retrieve Events:
- After setting your desired filters, click the "Retrieve Events" button. The system will then display the matching appointments and events below the filters.

To export the generated report for use in spreadsheet programs like Microsoft Excel:

Click the Excel Icon:
- After retrieving your events, you will see an Excel icon (often a green 'X' or similar spreadsheet symbol) usually located near the "Retrieve Events" button.
- Click this Excel icon.
Download the Report:
- The report will be immediately downloaded to your device as a CSV (Comma Separated Values) file. This file can then be opened and edited using any spreadsheet software.

Data Integrity: Ensure your event statuses and clinician assignments are accurate within the platform for precise reporting.
Browser Downloads: Check your browser's download folder for the exported CSV file.

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