Creating and managing bookings via Call Center

Personal Booking Links

Locating bookings and customers

Resolving conflicting shift patterns

Locations overview

Creating pre and post appointment questions

Changing the staff member or resource on an upcoming booking

Adding attendees to existing and upcoming bookings

Rescheduling and canceling bookings

Blocking out time on the calendar

Creating appointment bookings

Calendar overview

Parent and Child level overview

Using Check In for appointments

Configuring availability by method

Creating staff members

Editing and removing staff members

Creating and managing staff availability

Creating availability for multi-location staff

Sending, scheduling, and downloading Reports/Dashboards

Downloading Dashboards and Reports (Looks)
- To download an entire dashboard
- To download data from a report (Look)
Scheduling and Sending Reports (Looks) and Dashboards
- Schedule/Send a Dashboard
- Schedule/Send a Report (Look)
FAQs and Troubleshooting
- Unable to send/schedule a Report (Look) from a Dashboard tile
Still have questions?

You need to be using JRNI Analytics Essentials / Plus for this

With JRNI Analytics you can send, schedule, and download content, such as reports (Looks) and dashboards. This enables you to share insights with your colleagues across the business, or even externally.

Downloading Dashboards and Reports (Looks)

To download an entire dashboard

Navigate to a dashboard you wish to download.
Click the three-dot icon on the top right corner, and then Download.

Select your preferred format and display options, and then click Download.

To download data from a report (Look)

Locate a report (Look).
Click the three-dot icon and select Download Data.

A new window will appear where you can select your chosen File Format, File Options and Filename. Click Download when ready.

Scheduling and Sending Reports (Looks) and Dashboards

You can use the Schedule and Send delivery features to share reports and dashboards with others. You can do this as a one-off to send “now,” or set up a recurring delivery.

Schedule/Send a Dashboard

Locate a dashboard you wish to schedule for recurring delivery (or to send now).
Click the three-dot icon, and then select Schedule Delivery.

A new window will appear allowing you to choose recurrence (or Send Now as a one-off), recipients, format, filters, and more:

Click the Test Now button (bottom left) to preview how the attached dashboard/report will look, before you save and schedule for anyone else.
Click the Save button, when happy, to save and finish.

Note: when using the PNG Visualization format option, recipients will need to log into their JRNI Analytics account to view the report visualization. We recommend the PDF and CSV options if sending to colleagues who don’t have access to JRNI Analytics.

Schedule/Send a Report (Look)

Locate a report you wish to schedule for recurring delivery (or to send now).
Click the three-dot icon, and then select either:
1. Send (to open the Send Now window), or;
2. Schedule (to open the Scheduling window)
On the respective Send/Schedule window, you can set your recurring options (if scheduling), your recipients, format, filters and more:

Click the respective Save All or Send button to finish.

FAQs and Troubleshooting

Unable to send/schedule a Report (Look) from a Dashboard tile

If you’re trying to send/schedule a report (Look) directly from a Dashboard tile, you won’t see the send/schedule options. Instead, you’ll need to click the three-dot icon and select Explore from here to view the tile as a report (Look).

From the Explore page, you can click the cog/gear icon to find the schedule/send options.

Still have questions?

If you have any further questions about downloading and scheduling, or accessing JRNI Analytics Essentials/Plus, please contact JRNI Customer Support, who will be happy to help.

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