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Schedule Detail Report

The Schedule Detail Report breaks each schedule down by event date and includes all of the details listed on the schedule. You can filter this report by any of the fields available on the schedule form.

How to Run the Schedule Detail Report

  • Click on Report in the Actions menu, and then click on Schedules.
  • In Step 1, identify the Reporting Period by either choosing a predefined date range from the drop down list or entering custom begin and end dates.
  • In Step 2, choose the Select by Date.

    • For example, if you choose Last Month in Step 1 and Schedule Create Date in Step 2, the report will include events that were created last month.

    • If you choose Last Month in Step 1 and Event Date in Step 2, the report will include events that took place last month.

    • If you choose Tentative Date, the report will include events that are tentatively scheduled during the reporting period selected in Step 1.

  • Use Steps 3 through 15 to narrow down the report by specific Locations, Rooms, Status, State, etc.

  • Choose a Report Type for viewing. We are looking at the Detail Report in this example. Each report type has a different look and contains varying levels of detail.

  • Choose a Report Format (PDF or Excel). *Note: If you choose the Excel output format, you will be able to create your own tables and graphs form the data using the Pivot Chart feature.

  • Click Print This to run this report and open a print preview of it. Schedule reports can also be saved and scheduled as a Saved Action. To use this feature, type a Report Title in Step 18 and click Save and Print This.

 

 

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