User's Manual - Drake Software

Drake Software User’s Manual
Scheduler
Double-click an appointment row to view appointment details.
Creating Appointment Reports
The Scheduler works with the Reports feature in Drake to provide reports based on
appointment data. To generate a Scheduler report:
1. Open the Scheduler and click Reports. The Report Manager is opened.
2. Expand the Schedule Reports and Client Contact menus to show the four types
of reports that can be generated. These are listed in Table 4-2.
Table 4-2: Scheduler Report Types
Scheduler Report
Call List for all Preparers
New Client Appointments
Preparer Appointments
Preparer Call List
Description
Lists the appointments scheduled for all preparers; data
types include appointment time and date, client name,
client SSN, duration of appointment, client phone, cell
phone, new client indicator, preparer’s name, and client’s
e-mail address.
Lists new clients entered for a selected preparer; data
types include appointment time, start time, client name,
client SSN, and client phone numbers.
Lists the appointments for all preparers. Data types
include preparer name, appointment date, state time,
appointment time, client name and SSN, duration of
appointment, client phone numbers, and new client indicator.
Lists the appointments for a preparer; select a preparer
name from the drop list. Data types include preparer
name, appointment date, start time, client name, SSN,
and client phone numbers.
3. Click a report type to select it.
4. Click View Report. You will be asked if you want to create the report again using
current data; click Yes to do so.
5. Make any desired changes to the Basic Search Conditions dialog box (in the
“Call List for all Preparers” and “New Client Appointment” reports only).
6. Select the parameters to the report from the Comparison drop list (in the “Preparer
Appointments” report only).
7. Set the report’s date range by typing start and end dates in the Value fields (in the
“New Client Appointments” report only).
8. Click Continue. The report is displayed in the Report Viewer. (For more information
on reports, see Chapter 12, “Reports.”)
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