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Administrator's Guide – Reports: Orphaned Bookings report

This page describes how to use the Orphaned Bookings report.

Contents

  1. Orphaned Bookings 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. Edit a booking

  9. Reassign a booking

  10. End a booking early

  11. Cancel a booking

  12. Limitations

Orphaned Bookings report

Orphaned bookings happen when a user has been deactivated. To use the Orphaned Bookings report:

  1. Select Reports in the top bar.

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

     

  3. The Orphaned Bookings report will appear. The assignee will be marked with an [X] to denote that the user has been deactivated. To change the booking owner, you need to reassign the booking.

  4. Select the view you want:

  5. Select the filters you want.

  6. Select 🔍 Search.

View by day

To view the Orphaned Bookings report by day in a timetable format:

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

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

  3. Filter bookings 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

View by week

To view the Orphaned Bookings report by week in a timetable format:

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

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

  3. Filter bookings 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

View by month

To view the Orphaned Bookings report by month in a calendar format:

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

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

  3. Filter bookings 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

View as list

To view the Orphaned Bookings report as a list:

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

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

  3. Filter bookings 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

  • Date range

Filters

You can filter on the:

  • Location

  • Resource

View as table

To view the Orphaned Bookings report as a table:

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

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

  3. Filter bookings using the Filters side menu.

     

  4. Select 🔍 Search.

  5. Select a page number to view the bookings 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

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

  • 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 Orphaned Bookings report as a chart:

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

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

  3. Filter bookings using the Filters side menu.

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

    image-20240731-090759.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

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

  • Location

  • Resource type

  • Group

  • Cost code

  • Domain

  • Owner

Edit a booking

To edit a booking in the Orphaned Bookings report:

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

  2. Either the:

    1. Edit booking pop-up will appear.

    2. About booking pop-up will appear. Select Edit Booking to open the Edit booking pop-up.

  3. Change the date, time, duration, title, and notes for the booking.

     

  4. Select the Attendees tab to add or remove attendees.

  5. Select the Options tab to add or remove options to the booking (if the resource has optioned).

  6. After you’ve made your changes, select either:

    • Send Update to save and send the booking changes to all attendees.

    • ˅ followed by Save without Sending Update to just save the booking changes.

       

  7. Select Close to discard your changes.

Reassign a booking

To reassign a booking in the Orphaned Bookings report:

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

  2. Either the:

    1. Edit booking pop-up will appear.

    2. About booking pop-up will appear. Select Edit Booking to open the Edit booking pop-up.

  3. Select the booking owner’s name. The name will be replaced by the Start typing a name to search text box.

     

  4. Begin to enter the name of the user in the text box.

    image-20240731-093808.png

     

  5. After you’ve changed the booking owner, select either:

    • Send Update to save and send the booking changes to all attendees.

    • drop-down list followed by Save without Sending Update to just save the booking changes.

       

  6. Select Close to discard your changes.

End a booking early

To end a booking early in the Orphaned Bookings report:

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

     

  2. Either the:

    • warning pop-up will appear.

    • About booking pop-up will appear. Select End Early to open the warning pop-up.

  3. Select End Early.

     

  4. Select Edit Booking to return back to the Edit booking pop-up.

  5. Select Close to close the pop-up.

Cancel a booking

To cancel a booking in the Orphaned Bookings report:

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

     

  2. Either the:

    • warning pop-up will appear.

    • About booking pop-up will appear. Select Cancel Booking to open the warning pop-up.

  3. Select either:

    • Send Cancellation to save and send the booking cancellation to all attendees.

    • drop-down list followed by Cancel Booking without Send to just cancel the booking.

       

  4. Select Edit Booking to return back to the Edit booking pop-up.

  5. Select Close to close the pop-up.

Limitations

The Orphaned Bookings report limitations are:

  • The Orphaned Bookings View as list report is limited to ten entries per page.

  • The Orphaned Bookings reports are limited to the first 5000 entries for all orphaned bookings and populates the report based on the search parameters you selected.

  • You can only edit, end early, or cancel one booking at a time.

  • You can’t edit, end early, or cancel bookings in the Orphaned Bookings View as chart report.

  • You can edit a booking when it has started. The start can only be changed to the current time or after – it can’t be changed to before the current time. For example, you booked a desk for 1:00pm to 5:00pm today and you want to change the start time to 2:00pm. It’s currently 2:05pm. You can only change the start time to 2:05pm or later and not for 2:00pm as that’s already been.

  • You can’t cancel a booking once the booking has started – you can only end the booking early.

  • Although you can remove the deactivated booking owner (host) from the Attendees tab of the Edit booking pop-up, the booking won’t be reassigned to a new booking owner.


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Tentative bookings report


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Cancellations report


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