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Administrator's Guide – Reports: Bookings Summary report

This page describes how to use the Bookings Summary report.

Contents

  1. Bookings Summary report

  2. Reports for cross-organisational resource sharing

  3. Limitations

Bookings Summary report

To use the Bookings Summary report:

  1. Select Reports in the top bar.

  2. Select Bookings Summary under the Bookings section in the side menu.

  3. Select the resource type you want (for example, Meeting Rooms).

  4. The Bookings Summary report screen will appear.

  5. Select the search parameterss that you want.

  6. Select Show report.

  7. If you change any search parameters, select Show report again to see the new results.

  8. Select Export to download the report as a .csv file.

  9. Select Print to download your report as a .pdf file.

Search parameters

You can search on:

  • Date range (for example, Next Month)

  • Location (if left blank, it will search the whole organisation)

  • Summarise by (for example, Day and Group)

  • Stacked tick box (making the columns stacked rather than separated, which is the default)

Note: timeframes are specific (for example, Next Month means the next month and not the next four weeks).

Summarise by search parameters

The full list of Summarise by search parameterss is as follows:

  • Time Period:

    • Day

    • Week

    • Month

    • Day of Week

  • Location:

    • Building

    • Floor

    • Zone

    • Desk Bank

    • Desk

  • Other:

    • Organisation

    • Group

    • Cost Code

    • Domain

    • Owner

    • Source

    • Source / Version

Tabs

You can also filter on the:

  • Number of Bookings

  • Hours Booked

Reports for cross-organisational resource sharing

Note: the following only applies to organisations who are sharing resources with other organisations. To set up a shared resource, see our Resource sharing page .

If you’re sharing resources with other organisations and use the Summarise by Group report, it will return all the data of all the organisations that have made bookings. The report will also take into account any other search parameters or filters that you’ve applied. You’ll see the total number of bookings or hours booked for:

  • your organisation’s groups

  • the other organisations that have booked your shared resources (not at a group level, but as the whole organisation)

You won’t be able to see the data of other organisation’s groups in the report. All you’ll see is the other organisation’s total number of bookings as a percentage or total number of hours booked. Likewise, they will be unable to see your organisation’s groups percentages or hours.

If you don’t have any groups set up to be reported on, the bookings will be moved to the Unassigned bar. To set groups up for reporting, see our Groups page.

If you want to see just your organisation’s groups, export the data and remove the other organisation’s booking data.

If you’re sharing resources with other organisations and you use the Summarise by Organisation report, the Bookings Summary report will return all of the data of all the organisations that have made bookings based on the time period and location you have used. You’ll see the total number of bookings or hours booked for:

  • your organisation has made (not at a group level, but as the whole organisation)

  • the other organisations have made

Tabular breakdowns of the report will be given below the bar chart. they will be represented by the two search parameters that you summarised the report by (for example, Day and Group). To set groups up for reporting, see our Groups page.

Limitations

The Bookings Summary report limitations are:

  • The Bookings Summary report doesn’t include any rejected or cancelled bookings.

  • There is only one view type to this report – you can’t change the view of this type of report.

  • You can’t view, edit, approve, end early, reject, or cancel any bookings.


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