Use the Schedule Report to print appointments and details for cases with appointments. This report can print appointments by date and time, or you can change the report order and selection criteria to print the report in a different order.
Use this report to:
Print appointments for a date range.
Print a Case Report for each case that appears on the schedule.
Set up the report options for printing the report.
Do this...
1. Open Connect Court Management > Reports > Schedule Report.
2. Select a report title.
3. Fill in the options on the report. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.
4. Click Print (CTRL+P).
The report prints.
Each appointment is assigned to a user. Use the options in the Assigned To section to select the user names to include on the report.
What do you want to do?
I want to include appointments for all users. On the Report Options tab, click to select Include All Users.
I only want to include appointments for the selected users. On the Report Options tab, click to deselect Include All Users.
The case detail refers to the small elements, or pieces, that make up a case.
What do you want to do?
I want to print the report without any case detail. On the Additional Report Options tab, click the Select button (located next to the Case Detail field). Move all of the fields from the Selected Case Details list to the Available Case Details list. Click OK.
I want to add fields to the case detail. On the Additional Report Options tab, click the Select button (located next to the Case Detail field). Move the fields from the Available Case Details list to the Selected Case Details list. Click OK.
A room refers to the space or location where the appointment will take place. Use Include All Rooms to add all of the rooms with appointments that occur during the date range to the report.
A user is a person who is assigned to an appointment. Use Include All Users to add all of the users with appointments that occur during the date range to the report.
This option inserts a solid line after each appointment to make the list easier to read.
Do you want to print a line between appointments?
Yes, I want to print a line to separate appointments. On the Report Options tab, select the Print a Line Between Appointments checkbox.
No, I want to print appointments as is. On the Report Options tab, deselect the Print a Line Between Appointments checkbox.
A case is a court proceeding where a person is charged with committing a crime or violation and the person is brought to trial for sentencing. The Case Report prints the case information and detail for the case number that is assigned to an appointment.
What do you want to do?
I want to print a Case Report. On the Additional Report Options tab, click to select Print Case Report for Cases on the Schedule. Then, use the Case Report Definition drop-down list to select a report layout for printing the case report.
I do not want to print a Case Report. On the Additional Report Options tab, click to deselect Print Case Report for Cases on the Schedule.
A room refers to the space or location where the appointment will take place.
Start Dates is the report date range. The report will use the report date range to select appointments to print on the report.
Do you want to use the current date as the report date range?
Yes, I want to use the current date. Continue to the next step.
No, I want to use a different date range. Change the Report Date, or click Advanced Options.
The status is the state or condition of the appointment. Use the options on the Additional Report Options tab to select the statuses to include on the report.
Appeared
The defendant showed up in court.
Canceled
The appointment was voided.
Failed to appear
The defendant was scheduled to appear before a court, but did not go to court at the scheduled date and time.
Pending
The appointment occurs at a future date and time.
Rescheduled
The appointment is rescheduled when the date or time changes.
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