Article: The Schedule Report

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The Schedule Report
Member Types:

The Schedule report allows you to view all student schedules simultaneously, either in a Calendar view, a List view, or even a generated one. CSV to enable you to import the data into a spreadsheet program.

NOTE: There are two ways to get the report.

Access via your Reports Dashboard.

(Use this one if you want the data in a List or exportable to a .CSV.)

Step 1:

From your home screen, click the "Reporting" tab to open the Reporting Dashboard.
User home page highlighting Reporting button.

Step 2:

Find and click on the "Schedule Report" tile.

Reporting Dashboard highlighting Schedule tile.

Step 3:

Add or remove filters as needed.

Schedule Report filters example.

Step 4:

Click "Submit" to see your results on the screen.


Access via the Manage Member (Student, Faculty, Preceptor) table.

(Use this one if you just want to see your students from a calendar view.)

Step 1:

From your home screen, click the "Members" tab and select the appropriate member type from the drop-down.

User home page highlighting Members dropdown button and the Affiliation column.

Step 2:

Inside the Manage Member table, select the member(s) you would like the report to be run on.

Manage members table example highlighting Checkbox column.

Step 3:

Click on the "Select" tab and select "Schedule Report" from the drop-down.

NOTE: The Schedule Report opens with the member(s) already populated, and the report appears in the calendar view.)

Manage member table highlighting Select dropdown button and Schedule Report button.

Step 4:

Add or remove filters as needed.

Step 5:

Click "Submit" to see your changes on the screen.

Schedule Report filters panel highlighting Submit button.

NOTE: To see the report in List View, or if you want the data exported to a . CSV, click the "Reset Report" button. This will completely reset your selection, clearing it out. All the options will need to be selected again, and the view switched to List._

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