Scheduling report

Track all appointments made for in-person support

Here you view the scheduled in-person appointments, monitoring status (completed, canceled, no-shows) and filtering by various criteria, with statistical analysis through charts.

How to Access

Access: Service / In-Person Service / Scheduling Report, as shown in the Figure 1:

^{Figure 1:}^{Path to Scheduling Report.}

Main Screen

^{Figure 2:}^{Main Screen - Scheduling Report.}

The main screen displays a table with all appointments registered in the system.

Available Buttons

Filters appointments by multiple criteria
Displays a pie chart of appointments by status

Appointment Status

Appointments can have different statuses, identified by colors. The most common are:

COMPLETED

Color: Green
Meaning: Scheduled appointment successfully completed
Client attended and was served
Service completed normally

CANCELED

Color: Red
Meaning: Scheduled appointment canceled
Canceled by the attendant here
Usually due to the client being absent at the time of the call

CANC. NO-SHOW

Color: Purple/Lilac
Meaning: Appointment canceled due to no confirmation of attendance.
Automatic cancellation provided it is configured in the General Settings of In-Person.

Filter Appointments

^{Figure 3:}^{Filters Modal.}

The button allows refining the view of appointments through multiple criteria.

Filter Fields

Protocol:

Allows searching for a specific protocol number

Period:

Two date fields
Start field: Start date of the period
End field: End date of the period
Format: DD/MM/YYYY

Company:

Selection field
Filters by a specific company/organization
Lists companies registered in the system here

Service Unit:

Selection field
Filters by the specific unit where the service was/will be performed
Lists registered units here

Status:

Selection field
Filters by appointment status

Users:

Multiple selection field
Filters by specific attendants
Useful for individual performance analysis

Contact Form Key:

Selection field
Filters by the keys of specific contact forms registered here.

How to Apply Filters

Click the button Filters ()
Fill in the desired fields
Click Filter to apply
Or click Cancel to close without applying

The results will be updated according to the selected filters.

View Status Chart

^{Figure 4:}^{Side Panel - Appointment Status.}

The button with the chart icon displays a side panel with visual statistics of the appointments.

Panel: Appointment Status

Distribution Chart:

Shows distribution of appointments by status
View by percentage
Colors corresponding to the statuses

Status Table:

Lists each status with its count
Columns:
- Status name
- Absolute quantity
- Percentage of the total

How to View

Click the chart ()
icon
The side panel opens automatically
Analyze the status distribution Click the X

in the upper right corner to close Benefit:

Allows a quick view of the percentage of attendance, cancellations, and absences.

^{Actions Menu}^{Figure 5:}

Appointment Actions Menu. In the last column of the table, each appointment has an icon of three vertical dots

(⋮). Clicking it displays a dropdown menu.

Menu Options

View in the current tab:
Opens the appointment details in the same tab
Replaces the current view

Shows complete appointment information

View in new tab:
Opens the appointment details in a new browser tab
Keeps the report open in the original tab

Useful for consulting multiple appointments simultaneously

Click the How to Use (three dots
) on the appointment row
Select the desired option

The system opens the view as chosen

^{Detailed Appointment View}^{Figure 6:}

Appointment Details Screen.

By clicking "View in the current tab" or "View in new tab", the system displays all the appointment details.

Displayed Information

Header:
Protocol number
Appointment status (colored badge) Button ← Back

to return to the list

Action Buttons:History
: Views history of status changesGear icon

: Accesses recording options

GENERAL INFORMATION

Date and Time:

Appointment date (format: DD/MM/YYYY)

Time:

Status:

Scheduled time (format: HH:MM)

Current appointment status

Reason for Cancellation:

Reason provided for the cancellation

Internal Note:
Internal notes about the appointment
Not visible to the client

Example: "The ticket was called, but the client was not present at the service location."

Public Note:
Information visible to the client

Company:

Official communications

Service Unit:

Full name of the company/organization

Location where the service was/will be performed

Type of Service:

Category or requested service

CONTACT FORM

When the appointment was made through an online form, this section displays the data provided by the client:

File:
Documents attached by the client

May be protocol numbers or identifiers

Email:

When the appointment was made through an online form, this section displays the data provided by the client:

Client's email address
Client's full name

Additional information provided

^{View History}^{Figure 7:}

View History Modal. Action Buttons:By clicking the button

the system displays a modal with the timeline of status changes.

Status Timeline:

Each status change is shown in chronological order with:
Colored visual indicator (circle)
Date and time of the change
Status badge

How to View

Time elapsed since the previous change Action Buttons:
On the appointment details screen, click
The modal opens automatically
Click Analyze the event timeline Close Click the or on the

in the upper right corner to close to close

Allows full tracking of the appointment lifecycle and auditing of changes.

^{Recording Options}^{Figure 8:}

Recording Options Menu. By clicking the gear icon

in the upper right corner, a menu is displayed with recording options.

Available Options

Recordings:
Accesses audio recordings of the service

Conversation logs between attendant and client

Video Recordings:
Accesses video recordings of the service environment

Useful for audit and security

Video call recordings:
Accesses recordings of video calls made

When the service was provided remotely by video Attention: Without the prior activation of these permissions, the recording options will not be available or will display an informational message. Enable in Service / In-Person Service /.