Purpose
This article is an overview on how to make reports within EMS. The configuration and running of reports in EMS requires the desktop client.
Additionally, this article will guide users through a few different methods in which to construct a report.
Standard Report Process
- Click on the Reports menu option and select a report category
- Common reports are in the Daily category and include Event Schedule and Room Cards
- Frequently used reports can be saved using the Save button and accessed later from the Setup drop-down menu, eliminating need to set variables aside from date each time report is needed
- Filter your report using tabs in the setup window
- Set a Date range (starting date and ending date) along with a Format
- Go to the Buildings tab and specify which buildings on which you wish to run the report
- Use the Event Types and Organizational Types tabs to filter selected options
- Click the Print Preview button to view the report results.
- A complete list of available reports and additional detail can be found in the vendor documentation for EMS, including how to set up automated reports that can be emailed on a schedule
Queries
- Click on the Reports menu options and select Queries then Query Builder
- Once the Query Builder dialog box is open, click on New to create a new query
- Provide a name for your query in the Filter Name and select a Filter Type from the drop-down menu
- In the Display Fields tab, enter in any fields from Bookings (and its subcategories), Reservations (and its subcategories), and Service Orders (details on resource items; and its subcategories)
- In the Filter tab, enter in any fields from Bookings (and its subcategories), Reservations (and its subcategories), and Service Orders (details on resource items; and its subcategories)
- If a field is selected for filtering, a dialog box will appear to enter additional parameters to refine the filter
- In the Sort tab, arrange the fields in the order you wish to see them in the query when it has been run.
- Once you're satisfied with the query that has been built, click the Preview button on the bottom-right of the Query Builder dialog box. This will take you to the Results tab to show the first 100 records that qualify your query.
- If you wish to save your query, click OK to add it to the list of saved queries within EMS.
Need help?
If you need more assistance, please submit a ticket on the EMS Classroom & Events Scheduling Help service page.