Article: Unit Schedules Report

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Unit Schedules Report
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Step 1:

From your home page, click the "Reporting" button on your navigation bar to open the Reporting Dashboard.

User home page highlighting Reporting button.

Step 2:

Locate the Unit Schedules report and click "Run Report."

Reporting Dashboard highlighting Unit Schedules tile.

Step 3:

Click the "View" dropdown and select either "List" or "Calendar."

Unit Schedules Report filters panel highlighting View selector.

Step 4:

Set the "Show Assigned Student Info" toggle to "Yes" to show the assigned student's name and phone number in the report. If this toggle is set to "No," the number of assigned students will be displayed in the report, without the student names and phone numbers. Set the "Check for Conflicts" toggle to "Yes" to show conflicting rotations in the report. Apply additional filters if needed. Once you have set your filters, click "Submit."

Unite Schedules Report filters panel highlighting show Assigned Student Info and Check for Conflicts toggle switches.

Step 5:

After running the report, you can choose to Generate a PDF or Generate an Excel File. Once you have selected either the "Generate PDF" or " Generate Excel" file, you can download it for your records.

Report results highlighting the Generate Excel and Generate PDF buttons.

Step 6:

You can review and approve rotations by unit by clicking the "Rotation ID Number" and opening the Manage Rotation page in another tab. Click the rotation ID numbers listed under the "Conflicts" column to view the manage page for the conflicting rotation.

Row of report results example highlighting hyperlinked rotation ID numbers.

NOTE: You are only able to view rotations connected to your organization.

A rotation is a scheduled clinical experience.

A rotation is a scheduled clinical experience.

A rotation is a scheduled clinical experience.

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