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Service Order Report

The Service Order Report displays individual services in a particular date range and for a single service provider. If a booking has multiple service times for the same service provider, each service time starts on a new page.

Overview

Service personnel can use the report to facilitate the preparation of orders for delivery and setup. It can be run for predefined periods or user-specified dates and filtered by building, event type, and status. 

Once you've set the filtering options, you can run or publish the report. Running the report displays results on the screen with the option to download a PDF version for reference or printing. Publishing a report lets you set default filtering options for yourself or other users. (Learn more below.)

The options available when running the Service Order Report

Options for Printing

  • Show Pricing - This option removes the pricing from the report.

  • Hide Resource Notes - Removes the standard resource description from the report.

  • Hide Special Instructions - Removes the resource special instructions from the report.

Publishing a Report

Publishing a report makes it easily accessible to you and other users if you choose. After setting the filters, you name the report and indicate whether it should be available to others.

You must have access to the Event Reporting Publisher role to publish reports. Users who want to run published reports must have the Event Reporting Viewer security role.

Printing Service Orders for a single event

You can print the service orders for a single event from the event editor.  Select the booking to include, then choose Service Orders from the report menu.