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Facility Management: Reports

This is article will give explanation of the different reports available within the Facility Management Product. As well as guides on how to setup and use each of them.

  • Reserver Report

    • Allows you to view a report of all Reservers in a selected date range.

    • Search by Reserver Categories or specific Reservers

  • Reserver Insurance Report

    • Allows you to view a report on which Reservers do or don't have Insurance and when their Insurance expires

    • Search by Reserver Categories or specific Reservers

  • Reserver Receivable Report

    • Allows you to view a report of a Reserver's outstanding invoices based on their length of time outstanding

    • Search by Reserver Categories or specific Reservers

    • See amounts Not Invoiced, Owed Amount, and Invoices Pending

  • Reserver Status Report

    • Allows you to view a report of the Status of a Reserver's Permit

    • Search by a Selected Date Range, Reserver Categories or specific Reservers

    • View the Reservation details associated with specific Permit #'s, such as: Status, Location, Contract Created, and Payment/Invoice statuses

  • Equipment Use Report

    • Allows you to view a report of Equipment Usage connected to Reservations

    • Search by a Selected Date Range, Reserver Categories or specific Reservers

    • View details of specific Equipment category usage, Permit #'s associated with the Reservation, Location, and Quantity

  • Facility Use Report

    • Allows you to view a report of your Facilities' Usage in a selected Date Range

    • Search by a Selected Date Range or by a specific Location

    • View details of the use of Facilities such as: Location, Event, Permit #, Equipment used and Hours Reserved

  • Facility Conflict Report

    • Allows you to view a report of conflicts connected to any of your Facilities and Reservations tied to them

    • Search by a Selected Date Range or by a specific Location

    • View specifics of the Venue, Facility, Space and the Event and Activity

  • Reservation Invoice Report

    • Allows you to view a report of Invoices connected to Reservations and what Payments have been made on the Invoice

    • Search by a Selected Date Range, Reserver Categories or specific Reservers

    • View details of Reservation such as: Reservation Date, Invoiced Date, Permit #, Invoice #, and Paid and Outstanding balances

  • Invoice Payment Report

    • Allows you to view a report of Invoices that have been paid, along with Fees connected to the Invoice

    • Search by a Selected Date Range, Reserver Categories or specific Reservers

    • View details of Invoice Payments such as: Date Paid, Permit #, Invoice #, Payment Type, and Fee Type and Totals

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