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# Waitlist Applications Report

# Waitlist Applications Report

This help document will demonstrate how to view, filter and download your service's waitlist applications and their details. 

### When would I use this report?

The **Waitlist applications** report enables you to view all **waitlisted** children for your Service/s and how far along the waitlist journey they are, for reporting purposes, including:
* Requested start dates and days
* Guardian contact details
* Offer statuses
* Requested start dates, rooms and days of the waitlist
* Centre/s the waitlists are linked to (will assist Users who have Enterprise/multi-centre access)

The report will display also includes a unique identifier to allow you to cross-reference across multiple reports

### Where can you find this report?

The **Waitlist Applications** report can be located on your reports screen.

1. Select the **Reports screen** from the left hand menu
2. Under the **Waiting List** section select the **Waitlist applications** report.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_19mroux.png)

### What will this report show?
This report will display:

| Column | Heading | Description |
| --- | --- | --- |
| A | Family | Displays the first and last name of the Family the waitlist is linked to. |
| B | Child | Displays the first and last name of the child the waitlist is linked to |
| C | Date of Birth | Displays the DOB of the child. |
| D | Parent | Displays the first and last name of the Guardian the waitlist enquiry is linked to. |
| E | Mobile Number | Displays the mobile number that has been added for the waitlist |
| F | Email | Displays the email address that has been added for the waitlist |
| G | Age at Care Start Date | Displays the **age of the child in months** for their **requested** start date. |
| H | Priority Score | Displays the priority score for the child the waitlist is linked to |
| I | Requested Program | Displays the **program** (room name) the guardian has **requested** the waitlist for (can be changed by service). |
| J | Requested Start Date | Displays the date the guardian has **requested** date to commence care. |
| K | Requested End Date | Displays the date the guardian has **requested** date to end care (will default to program start and end dates, unless changed). |
| L | Requested Days | Displays the **days**the guardian is requesting to commence care for. |
| M | Application Status | Displays the **status** of the waitlist - eg. **draft, active, places offered, offer expired, offer rejected**. |
| N | Tag(s) | Displays the any auto or manual tag's that have been linked to the waitlist eg. **medical. flexibility for bookings**. |
| O | Hear About | Displays the **marketing** details that has been linked to the waitlist. |
| P | Offered Date | Displays the **date** the offer was made by the **service**. |
| Q | Offered Program | Displays the name of the **program** (room) the offer was made for. |
| R | Offered Booking Start Date | Displays the date the service has **offered** the booking to commence care for. |
| S | Offered Booking End Date | Displays the date the service has **offered** the booking to end for (will default to program start and end dates, unless changed). |
| T | Offered Days | Displays the **days** the service has **offered** the booking for. |
| U | Offer Expiry Date | Displays the **date** the offer will **expire on**. |
| V | Created On | Displays the **date** the offer was made on. |
| W | Created By | Displays the name of the **service user** who created the waitlist. |
| X | Centre | Displays the name of the centre the lead/enquiry is linked to. |
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_rgtet4.png)

### How would I use this report?

The report can be exported out to **excel** or **csv** formats as well as **filtered**. 

###### Filtering the report

To refine the details listed,
1. Select the **reports option** icon
2. Select the **filter** icon from the drop-down
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_r95ojm.png)

3. You will then be able to view the current refinements showing. Select the section you wish to refine and edit the selection. 
4. Once complete, select **apply**.
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_172l4we.png)

###### Exporting the report

To export the report:

1. Select the **reports option** icon
2. Select the **export** icon from the drop-down
3. Select the report format either **excel** or ** csv**
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_qg07up.png)

|| To view all Waitlist reports see: [Help Page - Waiting list reports](https://help.xap.rocks/en/article/help-page-waiting-list-reports-guides-and-videos-1vgwvk3/?bust=1691987507130)