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Series25 includes many standard reports that you can partially customize with searches or fully customize with the 25Live Interactive Report Designer


25Live users have the ability to create searches to specify exactly which data (that is, which events, organizations, locations, and resources) they want to appear in the report they’re generating. They can print reports or export and save reports in various file formats including PDF, Excel, rich text (RTF, Word), HTML, and plain text. See the following help topics:


NameReport TypeDescriptionSample Image
Calendar of Events (3 day, 5 day, 7 day)

Calendar Report

(JReport)

These reports list scheduled events for a three day period beginning with a specified date. You can use them for a quick glance at the dates, times, and locations of upcoming events.

Daily Events

Calendar Report

(JReport)

For each event, the report shows the start and end times, location(s), event name and title, and contact name and phone number.

Event Monthly Calendar

Calendar Report

(WebServices)

Lists all events scheduled during the date range you specify. Report output is organized by calendar month. You might use this report, for example, to post all classes for the month, or the week.

Event Location Monthly Calendar

Calendar Report

(JReport)

Lists the events scheduled during a specified date range, in a monthly calendar format. The event name, event start and end times, and locations are included. You might print this report to post all classes for the month (or any other desired date range).

Location Monthly Calendar 

Calendar Report

(JReport)

Lists all events scheduled in a specified group of locations during a time period you specify. Report output is organized by calendar month. You might print this report, for example, to post all classes in specified locations for the month or for the next week. 

Contact Directory 

Contact and Organization Reports

(JReport)

The report is a list of all contacts in alphabetical order by last name. The work phone number, fax number, and email for each contact are listed (if the information exists in the database).

Contact Directory - Excel

Contact and Organization Reports

(WebServices)

The report is a list of contact information. The name, user name, security group, account status, work phone number, fax number, address, and email for each contact are listed (if the information exists in the database).

This report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains two worksheets. The first worksheet lists the report summary information. The second worksheet (Contacts-2) lists the contact information.

Contacts by Organization

Contact and Organization Reports

(JReport)

The report is a list of all contacts in alphabetical order by last name, grouped by organization. The organization contact role, title, work phone number, fax number, and email for each contact are listed (if the information exists in the database).

Duplicate Contact Candidates

Contact and Organization Reports

(JReport)

This report lists potential duplicate contacts on the basis of names or emails. Information displayed for each contact includes contact name, contact ID, work email, username, and security group, as well as a "duplicate key" column as a unique identifier for each group of duplicates.

Import Tool Template - Contacts - Excel

Contact and Organization Reports

(WebServices)

This report produces a spreadsheet designed to be used with the Series25 Data Import Tool.

The report is downloaded as an .xml file, which you can open in a spreadsheet editor like Excel. Use the File > Save As menu item to change the file extension to .xlsx before continuing. Then you can fill out the template and import data as described in the Series25 Data Import Tool Help.

Import Tool Template - Organizations - Excel

Contact and Organization Reports

(WebServices)

This report produces a spreadsheet designed to be used with the Series25 Data Import Tool.

The report is downloaded as an .xml file, which you can open in a spreadsheet editor like Excel. Use the File > Save As menu item to change the file extension to .xlsx before continuing. Then you can fill out the template and import data as described in the Series25 Data Import Tool Help.

Organization Listing

Contact and Organization Reports

(JReport)

This report lists specified organizations. You might use it to verify that the list of organizations in 25Live is complete, and that the basic data about those organizations is accurate.The organizations are listed in alphabetical order by name. For each organization the report also shows:

  • Organization Formal Name
  • Organization Type

Organization Listing - Excel

Contact and Organization Reports

(WebServices)

This report lists specified organizations. You might use it to verify that the list of organizations in 25Live is complete, and that the basic data about those organizations is accurate.

This report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains two worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet lists the following organization data:

  • Organization Name
  • Organization Formal Name
  • Organization Type
  • Rating Name
  • Accounting Code
  • Categories

Organization Partition Preferences

Contact and Organization Reports

(JReport)

This report provides a list of the Schedule25 partition preferences for academic departments. For each organization returned from your organization search, you can view the assigned S25 key as well as all partition preferences associated with the organization, in the order those preferences were set. You might want to print this report prior to running Schedule25 to insure you have the correct partitions associated with your academic departments.

Organization Security

Contact and Organization Reports

(WebServices)

This report lists organizations and all security groups that have access to them. It also shows the access levels for each security group. A system administrator might use this report to review organization security settings.

Parameters

  • Organization search (a saved organization search specifying which organizations are to be included).

Data Included

  • Only organizations for which you have security privileges will be included.

User List - Excel

Contact and Organization Reports

(WebServices)

This report lists 25Live users, their security group, and contact information. The report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains two worksheets. The first worksheet lists the information by user, while the second worksheet lists the information by security group.

User List Excel report

Academic Term Summary

Event Reports

(JReport)

Lists events scheduled during an academic term_the date range, days, and meeting times for each event reservation (and any bound reservations); the reservation expected and registered head counts; the instructor; and the room(s) where the event is scheduled. You might print this report at the end of the scheduling process for a term to have a printed copy of all classes and scheduling details.

Note: For efficiency, report output is limited to 20,000 events, so adjust the report date range accordingly.

Academic Term Summary - Excel

Event Reports

(WebServices)

Lists events scheduled during an academic term: the date range, days, and meeting times for each event reservation (and any bound reservations); the reservation expected and registered head counts; the instructor; and the room(s) where the event is scheduled.

This report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains two worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet (Class Listing-2) lists the relevant event data.

You might print this report at the end of the scheduling process for a term to have a printed copy of all classes and scheduling details.

Note: For efficiency, report output is limited to 20,000 events, so adjust the report date range accordingly.

Daily Events - Excel

Event Reports

(WebServices)

For each event, the report shows the start and end times, event name and title, reference number, location(s), layout, head count, event type, primary organization, requestor and scheduler information, and last modified date and user.

This report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains two worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet (Event List-2) lists the relevant event data.

Drafts Report

Event Reports

(JReport)

The report shows all draft events in an event search.

Drafts Report - Excel

Event Reports

(WebServices)

This report shows all specified events that have an event state of Draft. You can use this report to quickly see what events have been requested but not yet approved.

Event Confirmation AcademicEvent Reports

Also Available: Event Confirmation (Academic) (Object Specific)

The report shows reservation confirmation information for specified events. Each event confirmation starts on a new page, so you can distribute the confirmations to different people.

Note: For efficiency, report output is limited to 5,000 events, so adjust the report date range accordingly.

Event Confirmation (Academic) - Per Event

Event Reports

(JReport)

The report shows reservation confirmation information for specified events. Each event confirmation starts on a new page, so you can distribute the confirmations to different people.

(see to Event Confirmation Academic above)

Event Confirmation (Academic) - Event Search

Event Reports

(WebServices)

The report shows reservation confirmation information for specified events. Each event confirmation starts on a new page, so you can distribute the confirmations to different people.

Note: For efficiency, report output is limited to 5,000 events, so adjust the report date range accordingly.

(see to Event Confirmation Academic above)

Event Confirmation Detailed

Event Reports

(JReport)

Available Variations:

  • Per Event 
  • Event Search
  • Estimate Per Event

The report shows all information for an event. This version lists all occurrences for the event and may be particularly suitable for special events.

Note: For efficiency, report output is limited to 5,000 events, so adjust the report date range accordingly.

Event Confirmation Related

Event Reports

(JReport)

Available Variations:

  • Per Event
  • Estimate Per Event

The report shows all information for an event. This version lists all occurrences for the event and may be particularly suitable for special events.

(see to Event Confirmation Detailed above)

Event Listing

Event Reports

(JReport)

This report lists summary information for all events in an event search, including event type, status, reference, and start and end dates.

Note: For efficiency, report output is limited to 20,000 events, so adjust the report date range accordingly.

Event Listing - CSV

Event Reports

(WebServices)

This report generates a list of all events from the supplied search in the format required by the CSV Event Import tool.

Note: For efficiency, report output is limited to 20,000 events, so adjust the report date range accordingly.

Event Listing - Excel

Event Reports

(WebServices)

Also available: Event Summary (Basic) (Object Specific) (-Excel), Event Summary (Full) (Object Specific)

This report lists summary information for all events in an event search, including event type, status, reference, and start and end dates.

Note: For efficiency, report output is limited to 20,000 events, so adjust the report date range accordingly.

Event Location Feature Prefs - Excel

Event Reports

(WebServices)

This report shows a summary list of all location features and the number of requests for each. It also displays a list of each event's location feature preferences for use with Schedule25 Optimizer. The report uses a standard black font to refer to Schedule25 location features and a red font to note non-Schedule25 features. This report is designed to open directly in Microsoft Excel or Open Office Calc.

Event Pricing Sets

Event Reports

(JReport)

For each selected event that fits within the report date range, this report will show which event requirements and reservations have been assigned to a pricing set.

Data Included

  • Only events returned by the event search are evaluated for inclusion.
  • Only events and reservations falling within the report date range are included in the report.

Event Pricing Sets

Event Requirements by Date

Event Reports

(WebServices)

This report lists requirements (with current stock counts) for specified events, grouped by date and time. You might print this report periodically (for example, weekly or monthly) and distribute it to anyone who needs to be aware of the required quantities of the requirements for upcoming events.

Event Resources

Event Reports

(WebServices)

This report will show all resources required for each date in the report date range. The top portion of the report provides a resource summary with resources listed by their assigned resource category. More detailed information for each event reservation is provided below the resource summary.

Event Services

Event Reports

(WebServices)

This report lists all service requests for the specified locations for the date range.

  • When a setup duration is defined (the task label for this entry is "Setup")
  • When the event itself is taking place, which would include the pre-event and post- event times if defined (the task label for this entry is "Event")
  • When a takedown duration is defined (the task label for this entry is "Takedown")

Events by Organization Type

Event Reports

(JReport)

This report lists events within a specified date range, grouped by organization type, organization, and date. You might use this report to see how many events an organization is sponsoring on a particular day or in a week.

Events with Location Layouts

Event Reports

(WebServices)

This report lists event location layout information for selected locations on a specified date. You might print this report periodically (daily or weekly) and distribute it to anyone who needs to be aware of location layouts required for upcoming events in particular locations.

Invoice

Event Reports

(JReport)

Also available: Event Quote (Object Specific)

This report shows billing details for an event. The customer address on the report is designed to appear in a window envelope so you can easily print and mail this report to the event customer.

Invoice Details - Excel

Event Reports

(WebServices)

Also available: Event Invoice (Object Specific), Event Invoice (Related) (Object Specific)

This report shows pricing details by event and is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains two Worksheets. The first worksheet (Event Summary-1) provides a summary of pricing details for each organization with charges for an event. The second worksheet (Billing Details-2) contains a row for each priced line item.

Reservations by Date

Event Reports

(JReport)

This report shows event information for a specified date range. For each date, the events are listed in chronological order.

Note: For efficiency, report output is limited to 100,000 location resrvation rows.

Reservations by Date - Excel

Event Reports

(WebServices)

This report shows event information for a specified date range. For each date, the events are listed in chronological order.

Note: For efficiency, report output is limited to 100,000 location resrvation rows.

Reservations by Date Excel report

SIS Import Messages - Excel

Event Reports

(WebServices)

This report lists messages generated from the vCalendar Import process for a specified Date- Time range. The report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains up to five worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet lists a summary of distinct messages and respective distinct variable values. The subsequent worksheets (error, warning, info) list the various messages separated by level into their own worksheet.

Customer Master Definitions

Master Definition Reports

(JReport)

This report lists customer master definitions from all your organization and contact master lists (the sample below shows three). You might use this report to verify the completeness, accuracy, and currency of your organization and contact master lists.

Event Master Definitions

Master Definition Reports

(JReport)

This report lists event master definitions from all your event master lists (the sample below shows three). You might use this report to verify the completeness, accuracy, and currency of your event master lists.

Event Type Framework

Master Definition Reports

(WebServices)

This report lists all event types in the event framework. It also outlines the categories, requirements, custom attributes and contact roles for each. You might use this report to verify the completeness, accuracy, and currency of your Event Types Master List.

Location Master Definitions

Master Definition Reports

(JReport)

This report lists location master definitions for all your location master lists. You might use this report to verify the completeness, accuracy, and currency of your location master lists.

Pricing Master Definitions

Master Definition Reports

(JReport)

This report lists all pricing rate groups. You might use this report to verify the completeness, accuracy, and currency of your Rate Groups Master List.

Resource Master Definitions

Master Definition Reports

(JReport)

This report lists resource master definition for all your resource master lists. You might use this report to verify the completeness, accuracy, and currency of your resource master lists.

Assignment Policy By Resource

Resource Reports

(WebServices)

This report lists for each resource, the assignment policy settings of each security group. A system administrator might use this report to review resource assignment policy settings.

Assignment Policy By Resource - Excel

Resource Reports

(WebServices)

This report lists for each resource, the assignment policy settings of each security group. A system administrator might use this report to review resource assignment policy settings.

This report is designed to open directly in Microsoft Excel or Open Office Calc.

Assignment Policy by Resource report


Daily Operations

Resource Reports

(JReport)

This report lists all specified events for the date range, and may further limit events to those with assigned resources returned by the resource search. An event will print once for each of the following conditions:

  • When a setup duration is defined (the task label for this entry is "Setup")
  • When the event itself is taking place, which would include the pre-event and post- event times if defined (the task label for this entry is "Event")
  • When a takedown duration is defined (the task label for this entry is "Takedown")

Daily Operations by Location

Resource Reports

(WebServices)

This report lists all events for the specified date range within the specified locations. An event will print once for each of the following conditions:

  • When a setup duration is defined (the task label for this entry is "Setup")
  • When the event itself is taking place, which would include the pre-event and post- event times if defined (the task label for this entry is "Event")
  • When a takedown duration is defined (the task label for this entry is "Takedown")

Daily Setup Report

Resource Reports

(JReport)

Grouped by date, this report lists all specified events in chronological order based on the "Setup Ready By" date/time. The Setup Ready By time is the pre-event start time, if defined. If a pre-event start time is not defined the Setup Ready By time is the event start time. If a resource search is provided (optional parameter), only events that have any of those resources assigned will appear on the report. Event information includes the primary organization and requestor, resource and location assignments, and details of those assignments.

Import Tool Template - Resources - Excel

Resource Reports

(WebServices)

This report produces a spreadsheet designed to be used with the Series25 Data Import Tool.

The report is downloaded as an .xml file, which you can open in a spreadsheet editor like Excel. Use the File > Save As menu item to change the file extension to .xlsx before continuing. Then you can fill out the template and import data as described in the Series25 Data Import Tool Help.

Monthly Summary by Resource

Resource Reports

(WebServices)

About This Report
Monthly Summary by Resource
This report lists the number of events for a set of resources, and their distribution over a monthly time period.

Monthly Summary by Resource - Excel

Resource Reports

(WebServices)

This report lists the number of events for a set of resources, and their distribution over a time period. If run for Microsoft Excel or Open Office Calc, the workbook contains three worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet (Resource Totals By Month-2) shows calculated values for # of Events, # of Occurrences, Total Quantity and Total Hours for each month. The third worksheet (Resource Totals-3) shows the report totals for each resource.Monthly Summary by Resource


Resource Inventory Worksheet

Resource Reports

(WebServices)

This report lists resources returned from a resource search and their stock levels in a format that allows you to note current inventory levels.

Resource Listing

Resource Reports

(WebServices)

This report lists specified resources. You might use it to verify that the list of resources in R25 is complete. The resources are listed in alphabetical order by resource name.

Resource Listing - Excel

Resource Reports

(WebServices)

This report lists specified resources. You might use it to verify that the list of resources in 25Live is complete, and that the basic data about those resources is accurate.

This report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains two worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet lists the following resource data:

  • Resource Name
  • Quantity Level
  • Quantity Start Date
  • Next Quantity Level
  • Next Quantity Level Start Date
  • Categories
Resource Listing Excel report


Requirement and Resource Daily Setup

Resource Reports

(JReport)

This report lists requirements, resources, and location assignments for specified events, grouped by date and time. If a resource search is provided (optional parameter), only events that have any of those resources assigned will appear on the report. Event information includes the primary organization, requestor, scheduler, requirements, resource and location assignments, and details of those assignments.

Resource Stock Level Report

Resource Reports

(WebServices)

This report lists stock levels for all resources returned from a resource search and the resource that can be substituted (if defined).

Event Security Report

Security Reports

(WebServices)

This report lists events and all security groups that have access to them. It also shows the access levels for each security group. A system administrator might use this report to review event security settings.

Functional Security by Security Group

Security Reports

(WebServices)

The report shows security access to all functional areas by security group.

Note: In order for all data values to appear in this report, you must explicitly define every security setting for each security group, whether or not you are using the default value.

Functional Security by Security Group - Excel

Security Reports

(WebServices)

The report shows security access to all functional areas by security group. It is designed to be opened directly in Microsoft Excel or Open Office Calc.

Note: In order for all data values to appear in this report, you must explicitly define every security setting for each security group, whether or not you are using the default value.

Functional Security by Security Group report


Location Security

Security Reports

(WebServices)

This report lists locations and all security groups that have access to them. It also shows the access levels for each security group. A system administrator might use this report to review location security settings.

Resource Security Report

Security Reports

(WebServices)

This report lists resources and all security groups that have access to them. It also shows the access levels for each security group. A system administrator might use this report to review resource security settings.

User List by Security Group

Security Reports

(JReport)

This report lists all security groups and the members of each, including each member’s contact information. You might use this report to verify the completeness and accuracy of your security groups.

User List by User Name

Security Reports

(WebServices)

This report lists all 25Live users, including each user's contact information and the security group to which he/she belongs. You might use this report to verify the completeness and accuracy of your 25Live user accounts.

Assignment Policy By Location

Location Reports

(WebServices)

This report lists for each location, the assignment policy settings of each security group. A system administrator might use this report to review location assignment policy settings.

Assignment Policy By Location - Excel

Location Reports

(WebServices)

This report lists for each location, the assignment policy and object level security (OLS) settings of each security group. A system administrator might use this report to review location assignment and OLS policy settings.

This report is designed to open directly in Microsoft Excel or Open Office Calc.

Assignment Policy by Location Excel report


Building Activity Changes Times

Location Reports

(JReport)

The Building Activity Change Times report shows how many attendees could be entering and leaving a building as recorded by each events start and end time for each day in a given census week. Each class/event contributes its registered head count if greater than zero else its expected head count. The report can be run by building or by partition.

Daily Room Sheet

Location Reports

(JReport)

Also available: Daily Room Sheet Per Room (Object Specific)

This report lists the events occurring in a set of specified locations on a specified date. The report makes it easy to see what's happening in a location on a given day, to see when the location is available for maintenance, and to determine open and lock schedules.

Daily Setup By Location (Location Search)

Location Reports

(JReport)

Grouped by location, this report lists all specified events in chronological order based on the "Setup Ready By" date/time. The Setup Ready By time is the pre-event start time, if defined. If a pre-event start time is not defined, the Setup Ready By time is the event start time. Event information includes the primary organization, requestor, scheduler, resource assignments, location layout and instructions.

Event Checklist

Location Reports

(JReport)

This reports lists the events occurring in a location on a specified date with their requirements and resources. It can be used as a checklist to indicate that the services were performed and when.

Event Requirements by Campus Partition

Location Reports

(WebServices)

This report lists event requirement information for specified locations by location partition. You might print this report periodically (for example, weekly or monthly) and distribute it to anyone who needs to be aware of the requirements for upcoming events in locations.

Event Requirements by Location

Location Reports

(WebServices)

This report lists the requirements of specified events. The events are grouped by assigned location. You might print this report periodically (for example, weekly or monthly) and distribute it to anyone who needs to be aware of the requirements of upcoming events in particular locations.

Import Tool Template - Locations - Excel

Location Reports

(WebServices)

This report produces a spreadsheet designed to be used with the Series25 Data Import Tool.

The report is downloaded as an .xml file, which you can open in a spreadsheet editor like Excel. Click File > Save As to change the file extension to .xlsx before continuing. Then you can fill out the template and import data as described in the Series25 Data Import Tool Help.

Layouts by Location

Location Reports

(JReport)

This report lists specified locations and their available layouts. You might use this report to verify the completeness, accuracy, and currency of your location layouts.

Layouts by Location - Excel

Location Reports

(WebServices)

This report lists layout information for the specified locations. You might use it to verify that layout information in 25Live is complete, and that the basic data about those layouts and locations is accurate.

This report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains two worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet lists the following location layout data:

  • Location Short Name
  • Location Formal Name
  • Layout Name
  • Default?
  • Location Max. Capacity
  • Layout Max. Capacity
  • Default Setup Time
  • Default Takedown Time
  • Layout Image (with hyperlink to view image in a browser)
  • Layout Diagram (with hyperlink to view image in a browser)

Location Activity Date Grid

Location Reports

(WebServices)

This report provides a weekly view, by location, of selected events for a specified date range. For each day and each location, the event and reservation names and the event start and end times are included.

Note: For efficiency, report output is limited to 100,000 location reservation rows.

Location Activity Date/Time Graphic

Location Reports

(JReport)

For each location, a list of event occurrences is displayed in chronological order. Grouped by date, each row represents an event occurrence. A green bar is plotted on a timeline for each reservation occurrence based on the reservation start and reservation end times. A black bar is plotted for each blackout defined for the location.

Location Activity Date/Time Grid

Location Reports

(WebServices)

This report provides a weekly calendar grid view, by location, of selected events for a specified date range. Event and reservation names are included for each day and location. Exact start and end times are not listed, but approximate times can be estimated by the placement of the event on the grid. This report is particularly suitable for identifying gaps in the schedule for the specified locations.

Note: For efficiency, report output is limited to 2,000 report pages and a 10 minute interval.

Location Activity Term Grid

Location Reports

(WebServices)

For each location, this report lists each event once on each day it occurs. The list of times (rows) are generated by the distinct start and end times of the events in that location within the range of report start and end times.

Note: For efficiency, report output is limited to 100,000 location reservation rows.

Location Availability by Meeting Pattern

Location Reports

(WebServices)

This report shows the locations available, within the specified date range, for each standard meeting pattern defined in the MeetingPatterns.xml file (or for just those meeting patterns with the duration you specify).

The MeetingPatterns.xml file may be edited to specify the standard meeting patterns particular to your institution. Schools hosting your Series25 database onsite can find this file in the reports/ws folder of your Series25 WebServices installation. If your installation is hosted by CollegeNET, email support@collegenet.com to request a copy of the file.

Location Availability by Meeting Pattern - Excel

Location Reports

(WebServices)

This report shows the locations available, within the specified date range, for each standard meeting pattern defined in the MeetingPatterns.xml file (or for just those meeting patterns with the duration you specify).

This report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains two worksheets. The first worksheeet lists the report parameters supplied by the user when the report was run. The second worksheet (Location Availability-2) shows the location availability data.

The MeetingPatterns.xml file may be edited to specify the standard meeting patterns particular to your institution. Schools hosting your Series25 database onsite can find this file in the reports/ws folder of your Series25 WebServices installation. If your installation is hosted by CollegeNET, email support@collegenet.com to request a copy of the file.

Location Availability Grid Daily

Location Reports

(JReport)

For each location on a given day, event occurrences, blackouts, and open and close hours are plotted as horizontal bars from start time to end time. Locations that are unavailable due to a pre-defined "location relationship" are also displayed.

  • Green indicates normal assignment of the location to the event 

  • Orange/Beige indicates the location is unavailable at this time due to a pre-defined 
"location relationship" with another location that's scheduled at this time 

  • Dark Gray/Black indicates open and close hours as well as blackouts

Location Blackout Dates

Location Reports

(WebServices)

This report lists blackouts defined for the specified locations. All blackout definitions that have at least one occurrence that falls within the report date range are included.

The locations are listed in alphabetical order by location short name. Blackouts are listed for each location in alphabetical order by blackout name.

Location Blackout Dates - Excel

Location Reports

(WebServices)

This report lists blackouts defined for the specified locations. All blackout definitions that have at least one occurrence that falls within the report date range are included.

This report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains two worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet lists the following location data:

  • Location Name
  • Location Formal Name
  • Maximum Capacity
  • Default Layout Capacity
  • Blackout Name
  • Initial Date
  • Start Time
  • End Time
  • Date(s)
  • Repeat Pattern
  • Occurrence(s) (count)

Location Definitions

Location Reports

(WebServices)

The report is a list of all selected locations and all of the details of each location. It includes:

  • Features
  • Categories
  • Layouts
  • Custom Attributes
  • Relationships

Location Features

Location Reports

(JReport)

This Microsoft Excel optimized report provides a cross-tab view of locations with the features assigned to each and the feature quantity also displayed.

(No sample available at this time)

Location Inventory

Location Reports

(JReport)

For each location included in the location search, this report provides a list of all possible Features, Categories, and Layouts. The items assigned to the current location are at the beginning of each list.
This report might be used as a worksheet to verify location details are accurate and up to date.The locations are listed in alphabetical order, by location short name.

Location Listing 

Location Reports

(JReport)

This report lists specified locations. You might use it to verify that the list of locations in 25Live is complete, and that the basic data about those locations is accurate. The locations are listed in alphabetical order, by location short name. For each location the report also shows:

  • Location formal name
  • Maximum capacity
  • Fill ratio
  • Campus Partition
  • Default layout
 

Location Listing - Excel

Location Reports

(WebServices)

This report lists specified locations. You might use it to verify that the list of locations in 25Live is complete, and that the basic data about those locations is accurate.

This report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains two worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet lists the following location data:

  • Location Short Name
  • Location Formal Name
  • Location Scheduler
  • Maximum Capacity
  • X25 Assignable Area
  • Default Layout
  • Default Layout Capacity
  • Always Shared?
  • Campus Partition
  • Categories
  • Features
  • Latitude
  • Longitude
  • X25 Building
  • X25 Floor Number
  • X25 Owner Organization
  • X25 Room Use Code
  • Express Scheduling Enabled?
  • Express Scheduling Event Type
  • Express Scheduling Max. Duration

Location Listing by Scheduler

Location Reports

(JReport)

Lists all locations grouped by their default Location Scheduler. Locations without a default Scheduler are added to a group "No location scheduler defined."

Location Unlock Lock (3 Day)

Location Reports

(JReport)

For a three day period beginning on the Start Date, this report lists the standard open and close times for each location in the location search, as well as the first and last events occurring in each location.

(see Location Unlock/Lock Times below)

Location Unlock/Lock Times

Location Reports

(JReport)

This report lists the standard open and close times for each location in the location search, as well as the first and last events occurring in each location.

Locations by Campus Partition

Location Reports

(JReport)

Lists all locations by partition, sorted by location name and grouped by partition.

Locations by Category

Location Reports

(JReport)

This report lists locations, grouped by category. You might use this report to verify that all locations in an intended category have been assigned to that category.

Locations by Layout

Location Reports

(JReport)

This report lists possible layouts and the locations with each of them.

Weekly Room Sheet

Location Reports

(JReport)

This report lists the events occurring in a set of specified locations for a specified date range. The report makes it easy to see what's happening in a location, to see when the location is available for maintenance or housekeeping, and to determine open and lock schedules.

Data Included

  • Only records returned by the location search are evaluated for inclusion.
  • Only locations for which you have security privileges are included.

Weekly Room Sheet

Event Type Distribution by Location

Statistical Reports

(WebServices)

The report shows the distribution of event types occurring in each location and the number of occurrences (meetings) and hours for events of each type, as well as the attendance. It also shows an optional comparison to a time period you specify.

Event Type Distribution by Organization

Statistical Reports

(WebServices)

The report shows the distribution of event types for each organization and the number of occurrences (meetings) and hours for events of each type, as well as the attendance. The data is based on each event's primary sponsor organization. The report shows an optional comparison to a time period you specify.

Location Utilization

Statistical Reports

(WebServices)

This report shows how well each location at your location is being used. The first part of the report lists utilization statistics (by event) for selected locations, with a summary of the statistics for each location. The second part summarizes how well each location is utilized. For a summary of location utilization statistics without event details, use the Location Utilization Summary report. 

The utilization calculations in this report are summarized here.

Location Utilization - Excel

Statistical Reports

(WebServices)

This report shows how well each location at your site is being used. The report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains three worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet (Location Summary-2) lists report totals for each location. The third worksheet (Event Details-3) lists utilization statistics (by event) for the selected locations.

Location Utilization Summary 

Statistical Reports

(WebServices)

This report shows how well each location at your location is being used. The first part of the report lists utilization statistics for selected locations (without event details). The second part summarizes how well each location is utilized. For a summary of location utilization statistics including event details, use the Location Utilization report. 

Monthly Summary by Location

Statistical Reports

(WebServices)

This report lists the number of events for a set of locations, and their distribution over a time period.

Monthly Summary by Location - Excel

Statistical Reports

(WebServices)

This report lists the number of events for a set of locations, and their distribution over a time period. The report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains three worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet (Location Totals By Month-2) shows calculated values for # of Events, # of Occurrences, Total Attendance and Total Hours for each month. The third worksheet (Location Totals-3) shows the report totals for each location.Monthly Summary by Location Excel report


Monthly Summary by Organization

Statistical Reports

(WebServices)

This report lists the number of events for an organization, and their distribution over a time period.

Monthly Summary by Organization - Excel

Statistical Reports

(WebServices)

This report lists the number of events for a set of organizations, and their distribution over a time period. The report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains three worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet (Organization Totals By Month-2) shows calculated values for # of Events, # of Occurrences, Total Attendance and Total Hours for each month. The third worksheet (Organization Totals-3) shows the report totals for each organization.Monthly Summary by Organization Excel report


Monthly Summary by Organization Type

Statistical Reports

(WebServices)

This report lists the number of events for an organization type, and their distribution over a time period.

Monthly Summary by Organization Type - Excel

Statistical Reports

(WebServices)

This report lists the number of events for a set of organization types, and their distribution over a time period. The report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains three worksheets. The first worksheet lists the report parameters supplied by the user when the report was run. The second worksheet (Organization Type Totals By Month-2) shows calculated values for # of Events, # of Occurrences, Total Attendance and Total Hours for each month. The third worksheet (Organization Type Totals-3) shows the report totals for each organization type.

Organization Distribution by Event Type

Statistical Reports

(WebServices)

This report lists for each event type the distribution of event occurrences (meetings) based on each event's primary sponsor organization. It also shows an optional comparison to a time period you specify. 

Organization Distribution by Location 

Statistical Reports

(WebServices)

This report lists for each location the distribution of event occurrences (meetings) based on each event's primary sponsor organization. It also shows an optional comparison to a time period you specify. 

Organization Type Distribution by Location

Statistical Reports

(WebServices)

This report lists for each location the distribution of event occurrences (meetings) based on the organization type of their primary sponsor. It also shows an optional comparison to a time period you specify. 

Rate Schedules Report - Excel

Statistical Reports

(WebServices)

This report lists details of each Rate Schedule including Rate Group, Effective Dates, Formulas, Billable Items, and Tax Schedules. The report is designed to open directly in Microsoft Excel or Open Office Calc. The Excel Workbook contains a worksheet for each type of Rate Schedule: Event Type, Location, Resource, and Requirement. It also includes a worksheet with Tax Schedule information.

Resource Utilization

Statistical Reports

(WebServices)

This report shows how often each resource is being used. Resources are listed with their corresponding stock total if specified. A report entry is created for each resource stock total with dates that fall within or overlap the report date range (so a single resource may have multiple report entries).

Time Spread by Department

Statistical Reports

(JReport)

This report is optimized for output to Microsoft Office Excel. A chart appears at the top of the report output followed by a table containing the calculated values for each organization.

The report shows how each department is spreading its meetings across a particular time span during the dates you specify. (A "meeting" is a contiguous period during which a class or event takes place.) This report compares the spread of each department's actual meeting hours against an expected norm for a specified critical time period. The use of Z-scores allows for a fair comparison across organizations, regardless of the total number of meetings each organization offers.

JReport Run 


Other Reports

(WebServices)

This report will output an XML document that contains parameter set data returned by the report.xml WebService and is intended to be viewed in a browser. This report can be used as an aid to assist those creating custom reports using the JReport Designer.

The JReport Designer, as part of a local reporting environment, can be used to fully design, develop and test custom reports prior to deployment to the 25Live Interactive Reporting System.

Notification Policy - Event Req. - Excel

Other Reports

(WebServices)

This report lists the notification policy (NP) settings for each event requirement. There are two worksheets in this report. Notification by Event Requirement lists each event requirement, the type and duration of NP, and a concatenated list of associated contacts. The Notification by Contact worksheet lists each contact associated with event requirement NP and the corresponding event requirements for that contact. A system administrator might use this report to review event requirement notification policy settings.

Data Included

  • Notification by Event Requirement columns: Requirement Name, Requirement Type, Active?, Approval Type, Respond Within, Contacts - Approval Required, Contacts - Notification
  • Notification by Contact columns: Contact, Email, Username, Requirements - Approval Required, Requirements - Notification Only

Notification Policy - Event Req. - Excel

Notification Policy - Event Types - Excel


Other Reports

(WebServices)

This report lists the notification policy (NP) settings for each event type. There are two worksheets in this report. Notification by Event Type lists each event type, the type and duration of NP, and a concatenated list of associated contacts. The Notification by Contact worksheet lists each contact associated with event type NP and the corresponding event types for that contact. A system administrator might use this report to review event type notification policy settings.

Data Included

  • Notification by Event Type columns: Event Type, Active?, Approval Type, Respond Within, Contacts - Approval Required, Contacts - Notification
  • Notification by Contact columns: Contact, Event Types - Approval Required, Event Types - Notification Only

Notification Policy - Event Type

Notification Policy - Orgs - Excel


Other Reports

(WebServices)

This report lists the notification policy (NP) settings for each organization. There are two worksheets in this report. Notification by Org lists each organization, the type and duration of NP, and a concatenated list of associated contacts. The Notification by Contact worksheet lists each contact associated with organization NP and the corresponding organizations for that contact. A system administrator might use this report to review organization notification policy settings.

Data Included

  • Notification by Organization columns: Organization Name, Organization Title, Approval Type, Respond Within, Contacts - Approval Required, Contacts - Notification
  • Notification by Contact columns: Contact, Email, Username, Organizations - Approval Required, Organizations - Notification Only

Notification Policy - Orgs - Excel

Notification Policy - Resources - Excel

Other Reports

(WebServices)

This report lists the notification policy (NP) settings for each resource. There are two worksheets in this report. Notification by Resource lists each resource, the type and duration of NP, and a concatenated list of associated contacts. The Notification by Contact worksheet lists each contact associated with resource NP and the corresponding resources for that contact. A system administrator might use this report to review resource notification policy settings.

Data Included

  • Notification by Resource columns: Resource Name, Approval Type, Respond Within, Contacts - Approval Required, Contacts - Notification
  • Notification by Contact columns: Contact, Email, Username, Resources - Approval Required, Resources - Notification Only

Notification Policy - Resources - Excel

Pricing Set Invoice

Other Reports

(JReport)

(Printed from the Event Details view after selecting a pricing set)

This report provides an invoice for specific pricing sets created within the Pricing section of Event Details.

Pricing Set Invoice

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