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Administrator's Guide – Reports: Cancellations report

This page describes how to use the Cancellations report.

Contents

  1. Cancellations report

  2. View by day

  3. View by week

  4. View by month

  5. View as list

  6. View as table

  7. View as chart

  8. View a booking

  9. Reject or cancel a booking

  10. Limitations

Cancellations report

To use the Cancellations report:

  1. Select Reports in the top bar.

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

     

  3. The Cancellations report will appear.

  4. Select the view you want:

  5. Select the filters you want.

  6. Select 🔍 Search.

View by day

To view the Cancellations report by day in a timetable format:

  1. Select View by day to see all the cancellations on a particular day. Today is the default.

  2. Search cancellations using the date drop-down in the Search parameters ribbon below the top bar.

  3. Filter cancellations using the Filters side menu.

  4. Zoom in and out on the day using the + and - buttons in the bottom-right.

     

  5. Select 🔍 Search.

  6. If you change any filters, select 🔍 Search again to see the new results.

Search parameters

You can search on:

  • Resource type

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

  • User

  • Date

Filters

You can filter on the:

  • Location

  • Resource

Tabs

You can also filter on the Cancellation type:

  • All

  • Rejected

  • No Show

View by week

To view the Cancellations report by week in a timetable format:

  1. Select View by week to see all cancellations on a particular week. The current week is the default.

  2. Search cancellations using the date drop-down in the Search parameters ribbon below the top bar.

  3. Filter cancellations using the Filters side menu.

  4. Zoom in and out on the day using the + and - buttons in the bottom-right.

     

  5. Select 🔍 Search.

  6. If you change any filters, select 🔍 Search again to see the new results.

Search parameters

You can search on:

  • Resource type

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

  • User

  • Week

Filters

You can filter on the:

  • Location

  • Resource

Tabs

You can also filter on the Cancellation type:

  • All

  • Rejected

  • No Show

View by month

To view the Cancellations report by month in a calendar format:

  1. Select View by month to see all cancellations on a particular month. The current month is the default.

  2. Search cancellations using the date drop-down in the Search parameters ribbon below the top bar.

  3. Filter cancellations using the Filters side menu.

     

  4. Select 🔍 Search.

  5. If you change any filters, select 🔍 Search again to see the new results.

Search parameters

You can search on:

  • Resource type

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

  • User

  • Month

Filters

You can filter on the:

  • Location

  • Resource

Tabs

You can also filter on the Cancellation type:

  • All

  • Rejected

  • No Show

View as list

To view the Cancellations report as a list:

  1. Select (View as list) to see all cancellations. This is the default view.

  2. Search cancellations using the date drop-down in the Search parameters ribbon below the top bar.

  3. Filter cancellations using the Filters side menu.

    image-20240731-105634.png

     

  4. Select 🔍 Search.

  5. If you change any filters, select 🔍 Search again to see the new results.

Search parameters

You can search on:

  • Resource type

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

  • User

  • Date range

Filters

You can filter on the:

  • Location

  • Resource

Tabs

You can also filter on the Cancellation type:

  • All

  • Rejected

  • No Show

View as table

To view the Cancellations report as a table:

  1. Select View as table (table button) to see all cancellations in a tabular format.

  2. Search cancellations using the date drop-down in the Search parameters ribbon below the top bar.

  3. Filter cancellations using the Filters side menu.

    image-20240731-104755.png

     

  4. Select 🔍 Search.

  5. Select a page number to view the cancellations on that page.

  6. If you change any filters, select 🔍 Search again to see the new results.

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

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

Search parameters

You can search on:

  • Resource type

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

  • User

  • Date range

Filters

You can filter on the:

  • Location

  • Resource

Tabs

You can also filter on the Cancellation type:

  • All

  • Rejected

  • No Show

Choose columns filter

In the View as table, the full list of Choose Columns filters is as follows:

  • [Resource type] (selected by default)

  • Date (selected by default)

  • Time (selected by default)

  • Title (selected by default)

  • Owner (selected by default)

  • # Attendees (number of attendees, selected by default)

  • Attendees

  • Building

  • Cost Code

  • Email

  • Floor

  • Group

  • Location

  • Notes – further information provided by the booking owner

  • Reason – the reason why a booking was cancelled or rejected

  • Requests – booking options asked for by the booking owner (for example, catering)

  • Requests with times – booking options asked for by the booking owner at a specific (for example, catering at lunchtime)

  • Site

  • Status – information on whether a booking is confirmed or tentative

  • Zone

View as chart

To view the Cancellations report as a chart:

  1. Select View as chart (chart button) to see all cancellations in a chart format.

  2. Search cancellations using the date drop-down in the Search parameters ribbon below the top bar.

  3. Filter cancellations using the Filters side menu.

  4. Filter cancellations using the tabs ribbon below the Search parameters ribbon.

    image-20240731-105438.png

     

  5. Select 🔍 Search.

  6. If you change any filters, select 🔍 Search again to see the new results.

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

Search parameters

You can search on:

  • Resource type

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

  • User

  • Date range

Filters

You can filter on the:

  • Location

  • Resource

Tabs

You can also filter on the Cancellation type:

  • All

  • Rejected

  • No Show

In the Tabs ribbon, you can also filter on the:

  • Location

  • Resource type

  • Group

  • Cost code

  • Domain

  • Owner

View a booking

To view a booking in the Cancellations report:

  1. Depending on the view you’ve selected, how to view a booking may be different:

  2. The About booking pop-up will appear with all the information regarding the rejected or cancelled booking.

     

  3. Select the Attendees tab to find out who attended the meeting.

  4. Select the History tab for more information on the booking.

    image-20240731-110006.png

      

  5. Select Close to close the pop-up.

Reject or cancel a booking

To reject a booking, follow these steps on the Tentative Bookings report page.

To cancel a booking, follow these steps on the Tentative Bookings report page.

Note: if you give a reason as to why the booking was rejected or cancelled, it will appear in the View as table report if the Reason filter is ticked from the Choose Columns filters.

Limitations

The Cancellations report limitations are:

  • The Cancellations reports are limited to the first 5000 entries for all cancellations and populates the report based on the search parameters you selected.

  • Bookings that were ended early won’t appear in the Cancellations report because the booking had taken place.

  • You can only view one booking at a time.

  • You can’t view cancellations in the Cancellations View as chart report.

  • You can’t edit any rejected or cancelled bookings.

  • You can’t reject or cancel bookings from the Cancellations report page – you can only reject bookings from the Tentative Bookings report page and cancel bookings from the My Bookings, All Bookings, Tentative Bookings, and Orphaned Bookings report pages.


← Back
Orphaned Bookings report


→ Next
Booking Summary report


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