Dev:Appointment statistics

TBD

Overview

The Overview Reports Page is designed to provide users with a concise and visually appealing view of available reports. Each report will be represented by a card containing essential information, such as an icon representing the report type, the report's name, and a brief summary. Users can easily navigate through the reports by clicking on a specific card, which will open the chosen report along with its detailed contents.

Header Navigation:

A consistent header at the top of the page with application name

Report Cards:

• A grid layout of report cards, each presenting a report's essential details.
• Each card consists of:
  • An icon representing the report type (e.g., a graph icon for statistical reports, a document icon for textual reports).
  • The name of the report (e.g., "Monthly Appointment Statistics Report").
  • A brief summary (1-2 sentences) highlighting the report's key findings.
  • A clickable area covering the entire card, making it easy for users to select a report.

Functionality:

• Each report card is interactive, responding to user's click.
• When a user clicks on a report card, the system will navigate to the detailed view of the chosen report
  

Appointment statistics report - details

The Report Page is designed to display the selected report's details and offer users the ability to interact with report inputs, download the report, save it as a template, and manage saved templates. The page includes a left sidebar featuring the report name and two tabs: "Report Inputs" and "Saved Templates."

Page Layout

Left Sidebar:

• Positioned on the left side of the page.
• Contains the header displaying the name of the current report.
• Includes two tabs:
  • "Report Inputs": For configuring the report parameters.
  • "Saved Templates": For managing saved report templates.
• Download Report Button:
  • Located at the bottom of the "Report Inputs" section.
  • Clicking this button generates the report based on the configured inputs and initiates a download of the report file (e.g., PDF, CSV, Excel).

Save as a Template Button:

• Positioned below the "Download Report" button.
• Allows users to save the current input configuration as a template for future use.

Report inputs

• Name, mandatory, free text -Allows users to enter the name to be included in the report.Date Picker (Years Only, From-To):

• Enables users to select a range of years.

• Checkbox, current year, if selected To field is disabled Appointment Types Search Bar with "+" Functionality:

• Users can search and select appointment types from a predefined list.
• + button allows users to include selected appointment types in the report or by clicking on it
• Added Appointment Types Display:
  • The selected appointment types are displayed as cards in a draggable list.
  • Each card includes an "X" button for users to remove unwanted types. Checkboxes, if any of the following are selected it will show in the report, user can choose multiple inputs
• Show Statistics per Appointment Variant, if checked separate sheet will show in the report with variants
• Include Cancelled Appointments, if checked cancelled appointments will show in the report
• Include No-show Appointments, if checked No-show appointments will show in the report
• Include Deactivated Types and Variants, if checked deactivated appointments will show in the report