In this article, you will learn about our updates to:
- Enable CSV format export for all Graphical Analysis report
- Include deactivated treatments in the reports Appointments by Visit Reason
- Add ability to view Estimates created within 14 Days
- Automatically deactivate archived users from self-scheduling settings
CSV Format Export for All Graphical Analysis Reports
For more convenient analysis of the data, all Graphical Analysis reports provide the ability to export in CSV format. In the Reports module, complete the steps in the Graphical Analysis section and select the preferred report. Once the report is selected, a button to Create CSV Report will appear. Click the button to download the report in CSV format.
Deactivated Treatments Included in Appointments by Visit Reason Report
Appointments by Visit Reason report now includes any treatments which have been deactivated since the report date range. This provides a more accurate rendering of appointment data, ensuring treatments which were enabled during the time period selected will be included in the report results.
For more information on Reports, please see this article:
View Estimates Created within Past 14 Days
All Estimated created within the past 14 days can now be easily viewed using the new option in the dropdown list.
For more information on Estimates, please see these articles:
Archived Users Automatically Deactivated from Self Scheduling
When a user is archived in User Accounts, their settings in self scheduling will automatically be disabled to remove their availability from the self scheduling module.
For more information on Self Scheduling, please see these articles: