Viewing and printing confirm-it2 reports – CTL Confirm-IT2 User Manual

Page 11

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Getting Started

Confirm-IT2 User Guide

7

Viewing and Printing Confirm-IT2 Reports

Confirm-IT2 provides 3 major report types: Confirmation, Appointment and Inactivity.
These reports are viewed at the Confirm-IT2 User PC and can be printed.

The Appointment Report shows pending callouts and callout results for a specified date
and time period, set in the Report range section of the screen. All customers are selected
by default but you may select certain customers and disregard others.

If for some reason an imported appointment reminder needs to be Cancelled or
marked for Deletion and deleted from the Confirm-IT2 Internal database, there is
an option within the Appoint Report screen to do so.

(See Appointment Report Figure 9 and 9a)

For any appointments that were deleted manually from the Confirm-IT2 internal
database, you can limit the view to show those alone
.

IF A SCHEDULED APPOINTMENT HAS BEEN DELETED FROM THE EXISTING SCHEDULING
SOFTWARE DATABASE FILE AND HAS ALREADY BEEN IMPORTED INTO CONFIRM-IT2, THE
NOTIFICATION CALL IS STILL PENDING IN THE CONFIRM-IT2 SERVER. IT MUST BE MANUALLY
DELETED OR CANCELLED FROM CONFIRM-IT2 ALSO
TO STOP THE NOTIFICATION!

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