Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Excerpt |
---|
Creating/editing a query
Reports > Queries > Query Builder
Image RemovedImage AddedQuery Definitions > New (or select an existing query and Edit)
Set up the tabs
Query Builder Filter: Name the query.
Image RemovedImage AddedDisplay fields: Identify the data fields you want to include.
Image RemovedImage AddedFilter: Identify the specific values for each data field you want returned in the results of the report.
Note that the following sample query doesn’t want to display ALL confirmed bookings in these specified rooms - only the bookings of Start Time at or later than 5:30pm.
Image RemovedImage AddedSort: Arrange the columns of data according to how you want them to display in the generated spreadsheet.
Image RemovedImage AddedChart: Not used
Expand | ||
---|---|---|
| ||
Users: Not sure
Expand | ||
---|---|---|
| ||
Results: Click the Preview button.
Image RemovedImage AddedPreview
Preview displays only the first 100 records shown (and will display for all dates UNLESS that was a filter in the query itself); the full number of records to display could have been defined in the next steps involving delivery of the query/report.
Image RemovedImage AddedEmail the query
Reports > Automated Report Delivery
Image RemovedImage AddedAutomated report delivery > New (or select an existing one and Edit)
Image RemovedImage RemovedImage AddedImage AddedSet up the data
Description: name the automation.
Query Type: Reservation (we don’t use Sales Statistics)
Query: Browse for your query, created in the first steps.
Frequency: Options include Daily, but Weekdays only (checkbox)
(If editing an existing automation, the date/time of the Last Execution will display in this box.)
Send Report At: select time.
Reporting Period
If “Today” is selected, make sure the report includes some kind of time filter (like “Event Start Date: Greater than or Equal to 5:30pm”) and then be sure the Send Report At field is before that time (like 2:00pm, in the sample above)!
Another option, depending on the report: Send Report At the end of the day (4:00pm), and then set the Reporting Period to “Number of Days After Today” and enter a value of (at least) 1.
Email From: Can set to a department email.
Email Recipients: Can have multiple emails.
OK: Click when set-up is done.
If you ever want this automation to stop running (even temporarily) but don’t want to delete the automation, click the “Inactive” box at the bottom-left.
On this page
Table of Contents | ||||
---|---|---|---|---|
|