Daily Events report
The content of this page is specific to the Delphi product type only. If you are using the Delphi Core product type, click here to access the Delphi Core-specific version of the report.
The Daily Events report provides a summary of events during a specified period. You can use this report as a cover page for your weekly BEO and resume packet or circulate it to your operations team for informational purposes. The report is grouped by the day of the week and outlines events and contact information. This topic covers two versions of the Daily Events report: Daily Events by Booking and Daily Events by Event Start Date. The report criteria and data are similar in both reports.
To run the report
- Navigate to Reports.
- In the All Folders list, click Booking Reports.
- In the list of reports, click Daily Events by Booking or Daily Events by Event Start Date.
- Set the report criteria, which includes filter updates and selections on how to group and summarize the information.
- Click Run Report if necessary.
- Review the report data.
The following information shows for each booking event that starts during the specified period: Start and End Time, Account, Booking Contact, Function Room, Function Room Setup, Attendance (Expected, Guaranteed, and Set), BEO, Booking Post As, Event Status, Booking Owner, Service Manager, and Catering Manager.
The number of records within each data group displays in parentheses. Wherever a link displays in the report, you can click it to open the associated record.
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Select one or more of the following based on your Salesforce experience:
Classic - Delphi users only (
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- Show Details and Hide Details - This switches between the summary and detail views. The view you select is what is shown when you download the report. See Printable View below.
- Customize - This opens the report in the report builder, so you can customize it. Save your customizations with a new report name.
- Save - This overwrites the original report using the changes you made to the report criteria.
- Save As - This saves any changes you made to the report under a new name, so the original report is not altered.
- Printable View - This downloads the report into Microsoft Excel, where you can print, save, or email it. The format and summary information are retained in the downloaded spreadsheet.
- Export Details - This exports the report data into a Microsoft Excel spreadsheet or comma-separated values (CSV) file. The format and summary information are not retained.
Lightning - Delphi and Delphi Core users (
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- Toggles, located at the bottom of the page, switch between the summary and detail views. The view you select is what displays when you download the report. See Formatted Report below. Available toggles include:
- Row Counts – This shows or hides the number of records in each grouping and total number of records in the report.
- Detail Rows - This shows or hides the report details. Collapse the report to only show subtotals and the grand total or expand to show the entire report.
- Subtotals – This shows or hides the subtotals by the groupings.
- Grand Total – This shows or hides the grand totals of the summary columns at the top of the report.
- Edit - This opens the report in the report builder so you can customize it. Save your customizations with a new report name.
- Save - This overwrites the original report using the changes you made to the report criteria.
- Save As - This saves any changes you made to the report under a new name, so the original report is not altered.
For reports that you have access to run but cannot edit, use this option to create or modify your own copy of the report.
- Subscribe - Use this to receive report results by email according to the schedule and conditions you set.
- Export
- Formatted Report - This downloads the report into Microsoft Excel (XLSX) where you can print, save, or email it. The header, all groupings, and filter settings are exported. Formatting includes row colors and shading, clear report grouping, and subtotals and grand totals. Grouping, subtotals, and grand totals display based on the toggles defined in the report preview.
Use this export option for the best presentation appearance, however, merged cells can make it difficult to filter data further with Microsoft Excel tools.
Details Only - This downloads the raw report data. Only the detail rows export into Microsoft Excel (XLS), formatted Excel (XLSX), or CSV file format.
With this export option the formatting is not retained. This option is best to perform further formatting or to upload to other systems.
- Formatted Report - This downloads the report into Microsoft Excel (XLSX) where you can print, save, or email it. The header, all groupings, and filter settings are exported. Formatting includes row colors and shading, clear report grouping, and subtotals and grand totals. Grouping, subtotals, and grand totals display based on the toggles defined in the report preview.
- Delete - This deletes the selected report, and the report moves to the Recycle Bin. You cannot delete reports in another user's personal folders, reports used by dashboard widgets, or reporting snapshots.
- Add to Dashboard - This adds the selected report to a dashboard widget to visualize your data.
- Enable Field Editing - Use this to edit records directly in the report.