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How to Run the Daily Operations Report

The Daily Operations Report provides a list of events for a specified date range, along with details for each event. The report can be filtered by location, status, event type, and service provider.

Running the Daily Operations Report

Running the report displays results on the screen with the option to download a PDF version for reference or printing. Publishing a report lets you set default filtering options for yourself or other users. (Learn more below.)  

The options available when running the Daily Operations Report

Options for printing

  • Print Grayscale - This option removes the colored background for each booking, replacing it with a light gray bar.

  • Hide Resource Notes - Removes the standard resource description from the report.

  • Hide Special Instructions - Removes the resource special instructions from the report.

  • Report Format - Sets the report's sorting and pagination: by Building, Date, or Booking. For the By Building and By Date/Time formats, the bookings are sorted by setup time.  To sort the data using event start time, check By Event Time.

Advanced Filtering Options for Services

By default, the Daily Operations Report shows every booking and any associated services (if specified).   Three advanced filtering options are available in the Daily Operations Report, under the Service Providers section of the filters, that override this default behavior. 

1. To filter the report only to include bookings with selected services, select the filter by service provider 'y' option and select one or more service providers from the list.

  • Example: Display only those bookings with Room Setup.  

Daily Ops report for just room setup

2. If you selected the filter by Service Provider option, you can show all bookings in the filtered date range, but only display the selected providers by checking the 'Display All Bookings' option.

  • Example: Display all bookings, but only show Room Setup if it is defined for a booking.

Raily Ops report for Room setups but show all bookings

3. If you selected the filter by Service Provider option and want to include all bookings with the selected service providers but also show all of the services on those bookings, you can check the 'Display Other Resources' option.

  • Example: Display only bookings with Room Setup and any other resources defined on those bookings (not just Room Setup).

Daily Ops Report for booking with room setup, but displays all other resources

4. If you select both 'Display All Bookings' and 'Display Other Resources, ' the report will display all bookings, but if the booking has resources defined for the selected Service Provider(s), all of the resources, regardless of the service provider, will be displayed.

  • Example: Display all bookings that have Room Setup, and display all resources for all service providers for each booking. 

Daily Ops Report that shows all bookings but only resources for bookings that have room setup

 

Publishing a Report

Publishing a report makes it easily accessible to you and other users if you choose. After setting the filters, you name the report and indicate whether it should be available to others.

You must have access to the Event Reporting Publisher role to publish reports. Users who want to run published reports must have the Event Reporting Viewer security role.

 

Printing the Daily Operations Report for a single event

You can print the Daily Operations Report for a single event from the event editor.  Just select the bookings to be included and select Daily Operations Report from the report menu.