Run a Request Summary Report

Users with the View Reports role permission can see a running list of events within a set time period. The Summary Report shows site name, space name, group name, classification, event name, event status, and date and time.

It includes events entered directly into and external events synced from an integration, such as Google Calendar or EventLink.

This report is useful for Admins, business office staff, and facility managers for an overview of all booked events.

You can filter results to drill-down to your desired information, and customize your view of this page.

To run the report:

1. Select Reports > Summary Report. The report appears.

   

2. Do any of the following:
   • To filter by day and time:
     1. Next to Date Range, enter your desired start and end day and time.
     2. Click Refresh.
   • To filter by category:
     1. Click Filter.

     2. Select your desired filters.

        Note: Available filters are: Site Space Space Type Classification Group Status (defaults to Pending, Approved, and On Hold) Event Type Field Week Day Public/Private Events Event Duration Assigned Users

     3. Click Save Filters.
     4. To view a saved filter:
        1. Click Saved Filters.
        2. Select the desired filter from the drop-down.

• To export report data, do any of the following:
  • To export to PDF, do either of the following:
    • Select Actions > Export All in Date Range to Styled PDF.
    • Select Actions > Export Grid as PDF.
  • To export to Excel, click .
  • To export to CSV, click .
  • To export to Word, click .