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Open invoice report excel template11/24/2023 ![]() They're great to open as an Excel file to create Pivot Charts/Tables to mine and refine data into strong visuals. Why it's great - These are both excellent, all-encompassing reports.The Schedule Detail version of the report breaks each schedule down by event date and includes all of the details listed on the schedule. While the Schedule Summary report shows the basic totals for schedules by location, it also tells who the schedule is routed to, the status and state, along with the basic details of each schedule listed. What it does - You can filter this report by any of the fields available on the schedule form and it provides a nice breakdown of each schedule.Check the box to include insurance policy dates, if you are interested in that information. Enter the criteria for your report, making sure to select Detail Report in Step 14.Click on Report in the Actions menu, and then click on Organizations.This can help with risk management procedures and pinpoint those organizations that need to submit updated policies. Why it's great - The Organization Detail report is very helpful in researching whether or not organizations have valid insurance policies.It also includes the event details for any events they have in the reported time frame and contact information for the individual organizations. What it does - This report provides a nice breakdown of events by organization.Enter the criteria for your report, making sure to select Detail Report in Step 8.Click on Report in the Actions menu, and then click on Charge Types.Why it's great - This report is a great tool to show what your organization is charging from room rental fees to equipment, utility, and administration fees a good high-level, "keep your finger on the pulse" type report.The report can be generated for a specific time period, organization, and/or location. For each type the report provides a breakout of when the charge type was used. What it does - The Charge Type report allows you to see a nice summary for the charge types you've created in Facility Schedule.You can then generate a PDF of this data by clicking Print This at the bottom of the page, or click Print to Excel to export the data to an Excel spreadsheet. Click on Report in the Actions menu, then click on Invoices.Įnter the criteria for your report, making sure to select Summary Report in Step 6.Īnother great way to pinpoint invoices that have an outstanding balance is to click on the number next to Outstanding on the home page.Why it's great - This report gives the ability to pinpoint outstanding fees that need to be collected for effective cost recovery.The report also includes a breakdown of how much has been paid and the total amount currently due for each invoice. What it does - The Invoice Summary report gives you the ability to see the overall invoiced amount for each billing contact that uses your facilities as well as a breakdown of each individual invoice.Select Summary Report and check Print Event Tasks. Click Print This under the Select Month/Year drop downs.Click on the Calendar Tab, then select the Location from the drop down and click Refresh Calendar.Why it's great - The Calendar Event report is a great tool for any personnel involved in setup, breakdown, or on-site management of the events that are occurring at each location. ![]() The report date range is flexible and the results include who, what, when, where, and what needs to be done in an easy to read PDF format. What it does - The Calendar Event report provides a nice and easy way to print the calendar.Enter the criteria for your report, making sure to select Detail Report in Step 13.Click on Report in the Actions menu, and then click on Locations.The report can be mined and refined further into Pivot Charts or Tables to focus on the details of these events and their associated data. Why it's great - It is a very helpful report because it gives a good breakdown of what's going on at each of your locations in regards to facility usage.The breakdown includes a summary for each event taking place during the specified reporting period including the event date and time, organization, total usage hours, and the amount invoiced. What it does - The Location Detail provides a nice breakdown of events for each location. ![]() ![]() Back to Facility Schedule Main Menu Recommended Reports Location Detail
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