Navigate: Appointment Summary Reports

How to run Appointment Summary Reports in Navigate.

In September 2023, Navigate has implemented a new version of reporting tools.  New KnowledgeBase articles will be created soon, you have the option to still use the previous reporting version by clicking the link in the announcement:
New Reporting Tool Announcement

1) Log in to Navigate Navigate: Accessing the Navigate Platform

2) Along the left tool bar, locate the Reports Icon

Menu Bar Reports Icon
3) Select "Appointment Summaries" under the reports menu.
Select Reports Menu
4) This will bring you to the New Appointment Summaries report where you can make selections to narrow your search.
New Appointment Summaries Report

5) Narrow your search with the following filters:

Time-frame and dates: There are several ways in which to search for certain time-frames, here are a few examples:Select a custom date range

Select a date within the last number of days

Select appointments that have happened since a certain date

Filter by Care Unit: Select the care unit that you wish to see appointment summaries for. This will also narrow the locations and services to select in the following menus.
Filter by care unit

Filter by Location: Select the location you wish to see appointment summaries for, if you would only like to see appointment summaries from a specific location.
Filter by location

Filter by Service: Select the service you wish to see appointment summaries for, if you would like to see only a specific service.
Filter by service

Filter by meeting type: Select the meeting type you wish to see appointment summaries for, if you would like to see only a specific meeting type.
Filter by meeting type

Filter by appointment campaign: Select an appointment campaign that you would like to see appointment summaries for.
Filter by campaign

Search summary text: If you are looking only for appointment summaries that contain certain text.
Search appointment summary text

Use the check boxes to decide if you would like your appointment summary report to include canceled appointments and/or no-show appointments.
Include cancelled appointments and no-shows

6) Select search
Search button

7) Your search results will be displayed.

Search results example

8) You can then choose several actions to take within the report from the Actions Menu, including exporting the results to an Excel file.
Actions Menu

KeywordsNavigate Appointment Summary Report Advising Notes   Doc ID123488
OwnerJamie S.GroupUW-La Crosse
Created2023-01-19 15:02 CSTUpdated2023-09-20 14:44 CST
SitesUW-La Crosse
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