Custom reports allow you to generate specific insights based on the fields and metrics you want to track, such as token numbers, service times, locations, and more.
Steps to Build a Custom Report
1. Access Reports
Log in to your admin panel and go to the Reports section.
2. Choose Report Type
You will see options like:
o Department Report
o Staff Report
o Other standard reports
3. Select Dynamic Report
To create a custom report, click on Dynamic Report. This allows you to define the fields and layout according to your requirements.
4. Create a New Report
o Click Add to start a new custom report.
o Select the fields you want to include, such as:
Token Number
Serving Time
Ticket Created Time
Start Time
Location
Staff Name or Department
5. Generate Report
o Once you’ve added the required fields, click on the Report Link or Generate Report option.
o The system will prepare the report in the format you specified.
6. View & Export
o You can now view your custom report on-screen.
o Export options (like PDF or Excel) may also be available, depending on your system setup.
This feature helps you create tailored reports for better tracking, analytics, and decision-making based on the exact data you need.