INTRODUCTION
Feature Summary: Create a report that shows every reservation or event date canceled by the organization.
Use Cases: This is a useful backup feature in case a system user accidentally cancels a reservation or event date. Systems users can run a report to find the affected players, for instance, and then rebuild the reservation or event.
Module 6 is an seventeen-part quick-start guide highlighting the key steps admins should complete when running reports. This article is Part 15.
Part 15: Generate a Pickleball Cancellations Report
SETUP REQUIREMENTS
Go to the side menu and click REPORTS > CANCELLATIONS. Manually set the start and end dates, or click the field to select a pre-built period (e.g. Current Month).
Enable any combination of filters to narrow the data set. For example, system users could generate a report for one reservation type, lesson category, or instructor.
Scroll down to the Setup Report Output heading. The table shows all possible columns that could be included in the report (based on the enabled filters). Check or uncheck boxes to add or exclude report columns.
Viewing the report
Click the Run Report button (at the top or bottom of the page). A new tab opens with the report in a table format. Click a button to export the report (.xlsx or PDF).
To filter table data, click the filter icon, select an operator (e.g. is equal to), and enter a value. To change the sort order, go to a column heading and change the direction of the arrow.
Saving a report
Click the Save Report button to keep the report on the platform. Enter a report name and select a Visibility option. Check the box to make it available publicly. If unchecked, only the user who created the report can see the report.
VIDEO TRAINING & RELATED WEBINARS
CLICK HERE to watch the section of Module 6's video that covers the information in this article.
Watch the entire Module 6 video to learn about Reporting.
What's next?