Reporting > Appointment Tracking Reports > Status Counts

The report can be tailored to contain new, in-process, or completed status counts in a combination of the choices and following the steps bellow:

1.      You can select either New, In-Process, or Completed (or a combination of choices) by clicking the checkboxes next to the status options A check mark will appear in the checkbox (es) you select

2.      You can enter dates in the fields under the Search Dates section “Select Date to Search From” and “Select Date to Search To” Enter dates using the format: mm/dd/yyyy
You don’t have to make entries in both fields If you enter a date in the “Select Date to Search From” field and leave the “Select Date to Search To” field empty, the report will contain data from the date you entered to the present
Conversely, if you enter a date in the “Select Date to Search To” field, the report will contain data from the earliest data available up to the “Search To” date
You can also leave date search fields blank to not restrict on a date range

3.      In the Level panel, you can select a Report Level by clicking  the Report Level drop down menu option

A drop-down list with the choices: National, VISN, and Station appears

·         If you select the report level, National, click on the Run Report button to view the report

·         If you select the report level, VISN, the VISN drop-down list appears. Click the VISN identification number to select it Click the Run Report button to generate the report

·         If you select the report level, Station, the VISN drop-down list appears. Click the VISN identification number to select it Also the Station drop-down list appears
Click the Station to select it

 

Click the Run Report button to generate a report

 

The TBI Screening and Evaluation Tracking VISN Status Counts report will be displayed report will be displayed and from the top bar on the report you can perform the following tasks:

 

1.    You can navigate the different pages that the Report contains by clicking the arrows next to the number of pages

2.    To use the search feature, click the cursor in the text box labeled, “Find | Next” .Type in a word, phrase, or number(s) and then click “Find” to start a search for data. The results of your search will be highlighted in blue To find the next instance of your search, click “Next” The next instance of your search will be highlighted in blue If the search was unsuccessful, a pop-up window will appear

3.    You can resize the print (font) and details of the report screen by using the size drop-down menu to change the size of the font (and the overall screen elements). Click the percentage of change to resize the screen

4.    You can create and save an electronic file of the report. Click on the drop-down menu labeled, “Select a format” and choose either an Acrobat (PDF) or excel file format and then click “Export”

A pop-up window labeled “File Download” will appear asking if you wish to open the file to view or if you want to create and save an electronic file You also have the option to cancel the export process

5.    You can refresh the screen by clicking the refresh button, to go back to the first page of the report

6.    You can print the report by clicking the print icon