Invoiced Balance Summary: The Invoiced Balance Summary report shows a total invoiced balance due for each booking with a balance. This report summarizes a total of invoiced charges, less payments or credits applied to invoices. Any charges not invoiced or credits/payments not applied to an invoice will not be reflected on this report.

Invoiced Balance Detail: The Invoiced Balance Detail report shows a total balance due for each invoice by booking. This report summarizes charges, less payments or credits applied to each invoice. Any charges not invoiced or credits/payments not applied to an invoice will not be reflected on this report.

Rental Transaction Detail: The Transaction Detail report is like a ledger for a booking. It shows each charge, payment, or credit applied to a booking for a period of time specified in the report filter, whether associated with an invoice or not.

Event Transaction Summary: This report shows the totals for all attendee fees, event software fees, taxes, processing fees, payments, and refunds.

Activity Schedule: The Activity Schedule shows the details of all activities scheduled for the date range, activities, and locations specified in the filtering criteria.

Guest Services: The Guest Services report shows a summary of the status of the group booking, when they are scheduled to be on site, and further information about attendees, meals and lodging—all based on filtering criteria.

Department Sheet: The Department Sheet provides details for each department that support the tasks they’ve been assigned for activities, meals and maintenance to support upcoming reservations.

Meal Sheet: The Meal Sheet provides details for all meal times, name, and attendee count.

Select the 'Custom Reports' tab from the Reporting Section. Click the blue 'Create New Report' button on the right side.

When creating a new report, you'll always see the system hard coded options. There are numerous pre-loaded reports to choose from in the Gazebo platform.

Select the report type from the list and click the purple 'Continue' button on the bottom of the page.

From this window, you have the ability to build any combination of columns from your Gazebo details. In this example, we are running a query on activities. Select from the dropdown the fields you would like to report on. A preview of the report appears on the left side of the window.

Tip: Reports has a 'Search Columns' Module that makes it easy to see all of the available Fields and Filters. Click the purple 'Search Columns' button to populate the list of available options. You can additionally search all these lists in the window.

Note: You can change the name of the Field (column) name by clicking the edit pencil icon to the right of the title. If you hover over the tool tip icon on any of these titles you can see the original field name.

Note: you can remove any fields or filters by clicking on the 'x' to the right of the item.

Tip: Using the handle to the left of your chosen field, you can reorder the columns as they appear in the report by dragging them up and down.

Filters are available to narrow your reporting even further (e.g. specific organizations, requests, dates)

Once you have chosen all fields, click the purple 'Run' button on the bottom left to generate a csv. Download and save reports to your computer.

Navigate to Reports > Report Types and select the purple 'Create New Report Type' button on the top right side.

In this example we are going to create a custom report type that will help us query the checklist items within my groups.

Give name to the report type and select the report category from the list using the search function. We are using 'Group' as the report category in this example.

Selecting additional Report Sources: You’ll notice that when we selected our category as 'Group', a list of potentially joined report sources populated below. Add any additional sources you need for the report by clicking the '+' icon to the right. clicking on any text in the source list will expand the source options to the right. Sources added to the report type will populate in a preview box to the right.

When complete, click 'Save and Create'. If you are still working on the report type and need to step away, click 'Save and Close'.

Adding your report to Templates: Any New Report Types you create will be automatically added to the custom report tab. You can edit, copy, and delete any report templated that you create from the 'Create Report Type' tab at any time.

Note: You do not have the ability to edit or delete any of the system pre-loaded report templates.