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How to Use the Forward Cover Detail Report

How to see a Summary of Booked Hours

Written by Courtney Forrester
Updated over 2 weeks ago

πŸ“ Please note: This report is currently for Exact software users only.

This report is designed to be run for a current or future date range and provides a summary of hours booked across various time slots during the working day of selected providers.

If the "Report by Individual Practice" option is selected, a separate section is shown for each selected practice, followed by a consolidated summary that totals data across all selected practices.

  • Select Start and End Dates

  • Select Practice

  • Select Providers

  • Choose Report by Individual Practice or Summary of All Selected Practices

  • Choose Daily, Weekly or Monthly

  • Click Create Report

Section Details

Each report section includes the following information:

  • Summary Graphic Dial
    A visual representation of the overall Booked % across the reporting period

  • Date
    The date associated with the data row. Depending on the selected report type (Daily, Weekly, or Monthly), each row will represent a corresponding time interval

  • Hours Available
    The total number of unblocked hours in the appointment diary for the period, across all selected providers

  • Timeslot Breakdown
    Booked hours are shown for the following daily intervals:

    • Before 9 AM

    • 9 AM – 12 PM

    • 12 PM – 2 PM

    • 2 PM – 5 PM

    • 5 PM – 8 PM

    • After 8 PM
      These figures represent the total booked hours in each time slot, excluding cancelled or failed appointments

  • Weekend
    Total hours booked on weekends for all selected providers. This column only shows non-zero values on weekend dates (for daily reports) or for any period containing a weekend (for weekly or monthly reports)

  • Appointments
    Total booked/completed appointment hours during the period

  • Holidays
    Total blocked hours labeled as Holiday (based on block reasons containing the word "holiday")

  • Other
    Blocked hours not categorised as Holiday

  • Booked
    The total number of booked hours in the row's time period. This is the sum of all timeslot columns, excluding cancelled or failed appointments

  • Unbooked
    Calculated as Hours Available – Booked, representing unutilised or "whitespace" hours

  • Unbooked %
    The percentage of available hours that remain unbooked: (Unbooked / Hours Available) Γ— 100

    Graphical Visualisation

    A graphical plot is displayed below the data table, providing a line chart that illustrates key booking metrics over the selected reporting period. The chart includes the following measures:

  • Booked

  • Booked %

  • Unbooked

  • Unbooked %

This visual representation helps identify trends in appointment utilisation and whitespace over time.

Report Parameters

The report can be customized using the following parameters:

  • Report by Individual Practice
    Choose whether to display data for each selected practice separately or as a single combined summary across all selected practices

  • Report Type (Daily / Weekly / Monthly)
    Specify how the data should be grouped: by day, week, or month within the reporting period

  • Date Range
    Defines the start and end dates for the reporting period

  • Practices
    Select one or more practices within the practice group to include in the report

  • Dentist (Provider)
    Choose to include all providers or specific individuals

  • To download a copy of your report you can use the Export Data button to download a CSV spreadsheet.

  • You can use the Print button in the top right as needed.

  • To set up automation of the report you can use the Schedule Report button

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