What Does 'Scheduled' Mean Across Keystones Dashboard and Reporting?

Learn how to understand and manage 'Scheduled' orders and reporting in Keystone with this tutorial. Effectively tracking scheduled orders and utilizing reporting tools ensures better organization and data-driven insights.

1. Scheduled: Dashboard vs. Orders Listing Screen

Dashboard

• Definition:
  • Displays any order that has been submitted but is not yet canceled or completed.
  • Does not include leads or drafts.
• Purpose:
  • Offers a comprehensive view of orders that are actively in progress, regardless of whether they are for past or future dates.
• Important Note:
  • The data shown on the Dashboard depends solely on the first service date of each order.

Orders Listing Screen

• Definition:
  • Displays orders with upcoming appointments (i.e., future orders that have been scheduled but not yet completed).
  • Past orders will still appear on this screen but are not considered "scheduled" if their scheduled date has already passed.
• Purpose:
  • Helps users quickly identify and manage inspections and tasks scheduled for the future.

Key Difference

• On the Dashboard, "Scheduled" includes all submitted orders in progress, regardless of timing, and excludes leads and drafts.
• On the Orders Listing Screen, "Scheduled" only applies to future appointments, while past orders will be visible but marked differently based on their status.

2. Using Advanced Reporting To Compare Dashboard

• Pulling Consistent Data:
  To match the numbers seen on the Dashboard, you must filter Advanced Reporting based on the date of service.
• Example:
  • If the primary inspection occurred on Tuesday, but a radon test was scheduled for the next Friday, the entire order will appear under Tuesday on the Dashboard.
• Best Practice:
  • Use the Date of Service filter in Advanced Reporting to ensure accurate and comparable data retrieval.

Summary of Use Cases

For further assistance or clarification, reach out to the support team.