Orientations Booked Status Report (CSV)

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This report allows you to export to a CSV file a list of Members who joined in the date period specified and will show whether they have had an Orientation appointment booked, the date of that appointment and whether they Showed Up (completed), Cancelled or have None Booked.

Business Value: Use this report to see which members need to be contacted to get booked in for an Orientation or to see how many Orientations are being scheduled, but cancelled and not completed.

To Access the Orientations Booked Status Report:

  1. Select the Reports tab
  2. Select Live Reports
  3. Find the Orientations Booked Status Report (CSV)
  4. Select the report dates for which you wish to display
  5. Click View Report