Introduction

The alert reports page allows you to create a report of alerts based on criteria you set in the top toolbar of this page. You can make flexible use of the filters to show reports based on timeframe, alert type, appointment status, and appointment types.

Filter Alerts

The top toolbar of the page includes versatile filter options to help you quickly locate a specific alert report. You can reset the enabled filters anytime by clicking the “ Reset Filters” button on the top right of the page

Filter by Time Frame

Click the calendar with a clock icon to activate a menu in which you can customize the time frame you see alert reports for. You can type the time frame directly into the text boxes or use the calendar button in the cell to set your range.

Filter by Alert Type

Click the calendar with a checkmark icon to activate a menu where you can sort the alert report results by Stops or Tasks. Click the checkbox by either desired alert type.

Filter by Appt Types

Click the Calendar icon with a wavy line to filter by appointment types. You can either type in the desired appointment type(s) or use the downward arrow to activate a dropdown menu where you can select multiple types. To remove an appointment type from the results, click on the blue x when it appears in the top text field.

Filter by Appt Statuses

Click the Calendar icon with a checkmark to view a list of possible alert statuses and enable whichever statuses you would like to see results for.

Reset Filters

Click “Reset Filters” at the top right of the page to undo any filters you have enabled.

Print Report

Click the printer icon on the top right of the page to print the results of the alert reports page, and follow the instructions to print the page on the next screen.