Accessing the Schedules Report

To access the Schedules Report, follow these steps:

1. Navigate to the Reports Tab:

   • Locate the left navigational menu on your dashboard.
   • Click on the Reports tab.

2. Select the Schedules Tab:

   • Within the Reports section, find and click on the tab titled "Schedules".

Understanding the Schedules Report

Once you're in the Schedules tab, you will see a comprehensive list of all enrollees with assigned schedules and the following details:

• Enrollee Name: The name of the enrollee associated with the schedule.
  
• Enrollee ID: The enrollee ID number associated with the enrollee. 
  
• Assigned User: The user assigned of the enrollee.
• Entity: The entity the enrollee is under.
• Active: The active status of the enrollee.
• Mobile Service: The verification type associated with the schedule. 
• Type: Depicts the type of schedule assigned.
• Schedule Start: The date the schedule is set to start.
• Disabled: Whether or not this schedule is disabled.
• Disabled Date: The date the schedule was disabled.
  
• Template: The name of the schedule template assigned to the enrollee. 
  

Exporting the Schedules Report

You have the option to export the Schedules Report for further analysis or record-keeping. Here’s how you can do it:

1. Click the Export Button:

   • Find and click on the Export button within the Schedules tab.

2. Export Limitations:

   • Please note that exporting more than 20,000 rows is not allowed.
   • To manage this limitation, use the search criteria to filter and limit the number of rows in your report before exporting.

By following these steps and utilizing the provided features, you can effectively navigate and export the Schedules tab within the platform. If you have any further questions or need assistance, please contact our support team.