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TheraNest Ideas Portal
Status Completed
Categories Reporting
Created by Guest
Created on Oct 13, 2021

Add staff filter to detailed attendance report

When running the Detailed Attendance Report, allow me to filter the report by staff member so I can view one staff member's attendance at a time.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    This should be corrected with our new Detailed Attendance Report in Beta. You can see this article for more information: https://support.therapybrands.com/s/article/360051724392-Detailed-Attendance-Report-TheraNest
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  • Guest
    Reply
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    Dec 6, 2022
    What she said....this is an easy fix. We need a way to run payroll that is not based on a percentage of payments made Allow the feature to sort by staff member (as how is an option under the staff billing report) when running the Detailed Attendance report. This is very much needed for running payroll reports for multiple providers who are paid by session provided (kept) as well as for late cancellations and no-shows. This would prevent from needing to log into each of their profiles, select all the applicable service types and then to re-run this same report each time. Also, allow for reports that are run repeatedly to be saved within the system, so it can be re-run with service types already applied and only the date range will need to be changed each time. That would reduce time spent to re-enter all the same service types tracked each time and reduce user error.
  • Guest
    Reply
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    Nov 12, 2022
    This would be handy since if we are running a report for an extended period of time and only need to see one staff member, we are generating a much larger report that is needed, while taking significantly more time than otherwise it would if able to limit data by staff.
  • Guest
    Reply
    |
    Oct 12, 2021
    Allow the feature to sort by staff member (as how is an option under the staff billing report) when running the Detailed Attendance report. This is very much needed for running payroll reports for multiple providers who are paid by session provided (kept) as well as for late cancellations and no-shows. This would prevent from needing to log into each of their profiles, select all the applicable service types and then to re-run this same report each time. Also, allow for reports that are run repeatedly to be saved within the system, so it can be re-run with service types already applied and only the date range will need to be changed each time. That would reduce time spent to re-enter all the same service types tracked each time and reduce user error.