Reporting on Diary Appointments

1. From the Durell front screen, click on  “Reports” 

              

1. Click on “Client and policy notes and appointments”
   

              

1. Tick the box “include records in selected set” and the choose the set you wish to report o

1. To omit notes, leave the first set of boxes blank, but include the details from the Diary by ticking the boxes as required under  “Additional appointment selection”

1. “All actions” can be reported on, or you can choose specific actions only

• Related Articles

• Printing From the Diary

  From the Durell front screen, click on “Reports” and select the “Client and policy notes and appointments” report from the available reports. A new window will appear, where you can set any criteria for including or excluding any Notes or Diary ...

• Import the Durell Diary into Outlook

  In the bottom left of Outlook, click on the Calendar button. When the Outlook Calendar appears, click on “Import Diary” In the new window that appears, configure the settings to tell it to pull through the entries you require Any corresponding ...

• Print Notes or Appointments

  From the Durell front screen, click on the “Reports” button. Select the “Client” tab, click on the “Client and policy notes and appointments” report and click “Proceed” A new window will appear. You can use the settings displayed in the window to ...

• Creating a Diary entry

  From the Durell front screen or from within a record, click on “Diary”               You can use the “scroll buttons” to find the day you wish to create the entry on and click on that day. (this will automatically populate the date for you when you ...

• Repeat a Diary entry on a specific day of the week

  Click on the Diary entry you wish to repeat Click on the “Signpost” > “Diary” > “Copy diary entry” In the new box that appears, enter the amount of times you wish to repeat that entry and then choose “week” This will repeat the entry on the day it is ...