When you first log in to your account from the pickAtime home page, you will be in the Admin tool and on the Event Reporting page. 

Event Specific Report

Under the Event pull-down select your Roster event.  On the Event specific report, you will see a list of participants who registered for this event. 

For each report, you will have the option to Email, Print or to Export to PDF or CSV file.

You can also set up an automated report delivery. First, select the report from the report pull-down, and then select the link Schedule Report Delivery. A dialog box will come up that will allow you to enter in a date range for when you would like the report to be emailed, the time of day you would like the report emailed, and how frequently you would you like the report sent. You will also need to enter in an email address or addresses.  The Schedule Report Delivery option is available to Full Administrators only. 


Save Report Settings

There is an option on any report to save the settings for that report. For example, if you add additional fields to your report, such as the email address of the participant, you can now add these fields and then select the Save Report Settings button and your new selection will be saved. The next time you return to this report you will see the additional fields displayed.


Account Specific Reports

Select the Account Reports mode.

You will have the option of the following reports:


Settings

The Settings report will list the URL that was automatically created for your online scheduler. 


Account - Invoices and Payments

This report will display the balance on your account. It will also list your invoices and payments. You can click on an invoice # to see the invoice. On any invoice page, you will have the option to pay by credit card.


Problem Appointments

If there are any "problem appointments" on your account, this report will provide you with a list of these appointments. A "problem appointment" is an appointment that has been placed "on hold". For example, if you delete a slot that had an appointment on it, the appointment is not automatically deleted. The appointment is tagged as a "problem appointment", and you must decide what you will do with this appointment.


Appointments for all Roster events

This report will display a list of all appointments from all Roster events.


Contacts without appointments

This report will display a list of all the contacts that have logged into your account and have not booked an appointment. The "Contact's fields" link is available on this report to add contact information (ex. email address) to your report.


% Full

If you have multiple events this will show you the percentage of booked slots out of the total available slots.


Cancelled Appointments

This report lists all cancelled appointments, the date and time the appointment was cancelled, and the email address of the Contact Person who cancelled the appointment.


Appointment Counts for all Events

This will provide you with the total appointment counts for all your events.


Scheduled Report Delivery

This report ​displays the details of ​your Scheduled report delivery settings​. This shows the reports you have scheduled for delivery, what the time period is for those reports, who the report is going to, the interval frequency of the report, and when the report was last sent. You can also cancel the Scheduled report delivery from here by selecting the delete option next to the report.


Appointments Summary by Contacts

This report allows admins to see appointments booked by contact(s) on all events across the Vendor account.