This report is aimed at branches and organizations that have activated a waitlist from an online store or in a stage, it allows you to see the list of members of a waitlist.
Filter options for the Waiting List report are:
The * indicates that it is a mandatory field.
Organization*: This is a mandatory filter - You can use the drop down or the tree to select an organization, or select All. (Selecting another MHA is permission based).
Period*: This is a mandatory filter - By default it will the period will be set to the current season. Use the drop down to select a different season if needed.
Status: Use the drop down to select all status', or select from pending, waiting for client, converted and/or cancelled.
Clinic: Use the drop down to select all or select of the list of clinics available.
Registration: Use the drop down to select all divisions, or select from the list.
Action Button:
New custom report - You can create you own custom appeals report that will allow you to choose the columns that are generated.
Export excel - click to export your report
To create this report, click New Custom Report. Give the report a name, and a description (optional but is useful if you want to save the custom report and use it again later). Click the box Save Filter Values if you want to save this custom report. Next, select all, or choose from the column options, then click Save.
Waiting List Report Default Columns:
Reference Number
Creation Date
Origin
HCR Number
First Name
Last Name
Birthdate
Primary Organization Name
Primary Organization Path
Item Name
Item Type
Status