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.
- Select the Reports screen from the left hand menu
- Under the Waiting List section select the Waitlist applications report.
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 | 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 daysthe 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. |
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,
- Select the reports option icon
- Select the filter icon from the drop-down
- You will then be able to view the current refinements showing. Select the section you wish to refine and edit the selection.
- Once complete, select apply.
Exporting the report
To export the report:
- Select the reports option icon
- Select the export icon from the drop-down
- Select the report format either excel or csv
Updated on: 03/09/2024
Thank you!