# Using the Basic Waitlist Report

<p class="callout info">The **Basic Waitlist Report** provides OPSCOM administrators with a centralized view of all users currently on waitlists, organized by parking lot. This report is a crucial tool for managing demand, enabling easy access to user profiles, facilitating communication, and streamlining the process of offering permits to waitlisted individuals.</p>

### Setup &amp; Configuration

Before users can join a waitlist or their data appears in this report, waitlist functionality must be properly configured within your OPSCOM system.

##### <span style="text-decoration: underline;">Admin Side</span>

- **Enabling Waitlists for Lots**: Instructions for enabling waitlists for specific lots can be found on the [**Pricing &amp; Lot Admin**](https://opscom.wiki/books/the-opscom-admin-portal/page/pricing-and-lot-admin) page, under the **Standard Permits** section. Waitlists can be set up for individual lots or configured as grouped waitlists that cover multiple locations.
- **"Only Allow Waitlist after lot is Full" Setting**: This setting determines whether users will see the option to join a waitlist even before all permits for a designated lot are sold out, or only once the lot reaches full capacity.

##### <span style="text-decoration: underline;">User Portal</span>

You can configure the option to allow users to see their rank on the waitlist or not. To do this, follow the steps below:

1. Hover over **System Configuration** and click **System Settings**.
2. On the **Permits** tab, find and enable the **Show Waitlist Rank** checkbox.
3. Refer to [this page to see the User Experience](https://opscom.wiki/books/OPSCOM-user-portal/page/viewing-your-waitlist-position).

### Using the Basic Waitlist Report

1. Hover over **Permits,** then **Waitlists,** and click **Waitlist Report**.
2. On the **Waitlist Report** screen, Administrators can view/edit details about a user waiting to purchase a permit in a specific lot.
3. This screen allows the admin to quickly see:
    
    
    - The user's Rank on the waitlist
    - The date they were added to the waitlist
    - The user's name
    - Their user type
    - Their city
    - Phone Number
    - Comments
    - The lot they are waiting for a permit in

<p class="callout warning">If the record is highlighted in <span style="color: rgb(53, 152, 219);">**blue**</span>, the user does not currently have a permit assigned to them.   
If the record is highlighted in <span style="color: rgb(241, 196, 15);">**yellow**</span>, the user does currently have a permit assigned but has not yet purchased it. </p>

### Available Actions &amp; Buttons

- The **User Profile icon** allows administrators to view and edit the user's profile. This is also the primary link administrators would use if they wanted to **sell a permit** to the user who is on the waitlist (click the **User Profile** icon and then the **Parking Tab** within their profile).
- The **Add button** allows administrators to add comments specific to the waitlist record. If a comment already exists, an **edit link** will appear, allowing administrators to update the comments on file.
- The **Toggle Selections** button allows administrators to select all records displayed in the report simultaneously. You can also make individual record selections by enabling the checkbox to the left of each record.
- The **Export to Excel** button exports the entire table as an Excel spreadsheet for further analysis or record-keeping.

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### <span style="color: rgb(22, 145, 121);">Best Practices &amp; Considerations</span>

- <span style="color: rgb(22, 145, 121);">**Develop Business Rules**: Organizations should establish clear business rules for when to remove a user from the waitlist, such as after a user has been emailed an offer, or after a permit has been successfully purchased and processed.</span>
- <span style="color: rgb(22, 145, 121);">**Proactive Management**: Regularly review the Waitlist Report to identify users who are next in line and to manage available permits efficiently.</span>
- <span style="color: rgb(22, 145, 121);">**Communication**: Use the report to facilitate communication with waitlisted users, either individually or in bulk (using the export function for email lists, for example).</span>
- <span style="color: rgb(22, 145, 121);">**User Experience**: If `Show Waitlist Rank` is enabled, ensure users understand what their rank means and how it might change.</span>