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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.

Updated over a week ago

  • 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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