How do you know how staff and students are scheduling or being scheduled in Enriching Students? The Export Appointments feature allows you to create custom reports that will give you information about appointments that you can export to a CSV file format, and download.
To start, you will need to be logged in as a site admin. Select 'Settings' in the navigation, and then select 'Export Appointments' in the Manage Staff & Students box.
On this page, you will see any previously created reports, if your school has any. To create a new report, select 'Create Data Definition' in the upper right hand corner.
This is the page where you will set up your appointment data export. Give your report a name and a description. Then, select a start and end date range to capture the data for.
Next, choose the Data Filters. These will filter appointment data so that you get the specific things you want in the report, for example you could select 'Extra Help' under Appoitnment Types and only get data for that specific type.
Once you've chosen your filters, you can now select the fields that you want to include. These will appear in the file as headers. As you select the items you want to include, they will be moved from the 'Unselected Fields' to the 'Selected Fields' section. You can re-order the fields by clicking the anchor icon and dragging the fields to the order you want.
Once you're happy with your selections, scroll to the bottom of the page where you can save the export settings. If you just want to save these settings, and have them to run a report at a later time, just clicking 'Save Export Settings' will leave the report set up as is, and can access it to edit and run it at a later time by going back to the 'Export Appointments' page.
If you want to run the report now, select 'Export.' This will create a file. To download the file, select 'Download', and the file will immediately begin to download. Open the file with a program that allows you to view CSV files, and you will be able to view the appointment data for the date range you chose to export.