tech note An Overview of Available District Reports - ML Schedules ...

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May 13, 2016 - ML Schedules™ K12 Facility Request Software has implemented seven important. Report types for school di
No. 12

Issued: May 13, 2016

Page 1 of 4

tech note

DISTRICT FEATURES

An Overview of Available District Reports ML Schedules™ K12 Facility Request Software has implemented seven important Report types for school districts including: 1. Equipment to search for all equipment associated with booked events; 2. Revenue to search for all revenue from upcoming, booked and/or past events; 3. Summary for an overview of all booked events; 4. Detail for an itemized list of all event details; 5. Grid for a report that follows the ML Schedules™ grid view; 6. Calendar for a report that follows the ML Schedules™ calendar view, and; 7. One Page Per Event that is designed for maintenance, AV and other event-support staff. This Tech Note describes each of these Report types and provides sample screens. Note that ML Schedules™ users have the following filters and commands available on all Report screens: • Start and End Dates filter • Space filter • Provider (school district) filter • Print command (including Save As PDF) • Site filter • Save as Excel file command 1. Equipment Reports • Function: Displays a total quantity of all Equipment needed to support booked events within the entered date range and based on the district, Site and/or Space selected. • Used By: Facility staff to ensure adequate equipment is available for all booked events.

List of Equipment units needed for specified district and date range

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ML Schedules™ Facility Use Request Software

tech note 12

REPORTS OVERVIEW (CONT.)

2. Revenue Reports • Function: Displays revenue including usage fee subtotal, and total fees including support personnel and equipment charges. • Used By: Business office staff and district management for financial reporting. Total Revenue including Space, Personnel & Equipment costs

Total Revenue from Events

3. Summary Reports • Function: Displays basic event information including Site, Space, Group, Event Name, and Start and End Times (including Setup and Breakdown times). • Used By: Admins, Business staff and facility managers for an overview of all booked events based on the applied filters.

Event list with general information about each event

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ML Schedules™ Facility Use Request Software

tech note 12

REPORTS OVERVIEW (CONT.)

4. Details Reports • Function: Displays event details including data from all the district’s Facility Request form fields. Event details are displayed contiguously and sorted from newest to oldest event. • Used By: Admins and facilities staff for details of all booked events based on the applied filters.

Event list with detailed information for each event

5. Grid Reports • Function: Displays event summary information in a grid format by week. • Used By: District admins and facilities staff as alternate display format to list or calendar.

Events shown in blocked out portions of grid

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ML Schedules™ Facility Use Request Software

tech notes

REPORTS OVERVIEW (CONT.)

6. Calendar Reports • Function: Displays event summary information in a calendar format by month (default), week or day. • Used By: District admins, facilities staff and other district personnel that want to view a calendar view of events based on selected filters.

Events shown in blocked out portions of calendar

7. One-Event-Per-Page Reports • Function: Displays all event details from approved Facility Request form. • Used By: Facilities and technical staff that need to support each event.

Questions or Suggestions? Please let us know via a Contact Form. Thanks.

4 MasterLibrary.com

585.270.6676

Rochester, NY

©2016, MasterLibrary LLC. All rights reserved. Please handle this document electronically if possible: only print if needed and recycle when done. Thanks.