This report provides an overview of schedules by the week for employees that have scheduled visits for the date range selected. Select the criteria you want to use to filter the report:
1. Click the arrow beside Offices, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
2. Click the arrow beside Discipline, and then select the discipline detail you want to view in the report. To see all disciplines, leave All selected.
3. Change the following fields if you want to filter by specific items other than the default settings:
● The Personnel Id's From and Personnel Id's Thru fields include all employees in the report. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
● The Personnel Name From and Personnel Name Thru fields contain All to include all employees in the report. To filter the report by a specific employee, or a range of employee names, enter the range of names in these fields.
● The Date From and Date Thru dates include the current week. To filter by any other dates, click in the Dates From and Dates Thru fields and select the appropriate dates from the calendars.
● Enterprise Edition selects the Active Only check box and the report includes only active employees. Clear this check box to include active and inactive employees.
4. Select the following:
● To include the visit time in the weekly report, select the Include Visit Times check box.
● To include a description of the visit in the weekly report, select the Include Visit Description check box.
● To include all notes in the weekly report, select the Include Full Note check box.
5. Click the link below to learn about the report content:
Understanding the report content