reporting on your service operation - EMS Software
REPORTING ON YOUR SERVICE OPERATION Teresa Matthews EMS Software, Implementation Consultant October 28, 2015 11:30am – 12:15pm
Reports in EMS Daily/Operational
To support the day to day activities of your organization
Sales
Calculates revenue and quantities consumed
Statistics
A gathering of data to in order to analyze, interpret, explain or present information.
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© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
Daily Reports Setup Worksheet: Lists detailed information for each booking including setup type, setup notes, resources, user defined fields, special instructions, etc. Banquet Event Order: separate page for each booking; details the service order, resource information, notes, etc. Service Orders: Separate page for each service order in a date range. Provides information on the event and items or services needed. Produced by Category.
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© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
Daily Reports, continued Resource Schedule: lists by Category and date how many of each resource item is needed as well as the event time, event name, location and group. Service Order Change Report: lists the service orders to which a change has been made. Includes the service order category, a description of the change, the old value for the service order, the new value for the service order, the date of the change and the ID for the user who made the change. 4
© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
Sales Reports Sales by Category: Lists the revenue generated by each resource category for a specific date range
Sales by Resource: Lists the sales for each resource item for a specific date range Sales by Billing Reference Number: Lists the total sales based on the billing reference number 5
© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
Statistical Reports Resource Statistics: lists the quantity and the hours used by category and by resource item.
6
© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
Reporting on Your Service Operations See Chapter 8 of the EMS User’s Manual for descriptions of every EMS report.
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© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
REPORTING ON YOUR SERVICE OPERATION Teresa Matthews EMS Software, Implementation Consultant •
Don’t forget! Complete the session feedback survey in the EMS Live! 2015 mobile app to increase your prize winning chances!
Reports in EMS Daily/Operational
To support the day to day activities of your organization
Sales
Calculates revenue and quantities consumed
Statistics
A gathering of data to in order to analyze, interpret, explain or present information.
2
© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
Daily Reports Setup Worksheet: Lists detailed information for each booking including setup type, setup notes, resources, user defined fields, special instructions, etc. Banquet Event Order: separate page for each booking; details the service order, resource information, notes, etc. Service Orders: Separate page for each service order in a date range. Provides information on the event and items or services needed. Produced by Category.
3
© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
Daily Reports, continued Resource Schedule: lists by Category and date how many of each resource item is needed as well as the event time, event name, location and group. Service Order Change Report: lists the service orders to which a change has been made. Includes the service order category, a description of the change, the old value for the service order, the new value for the service order, the date of the change and the ID for the user who made the change. 4
© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
Sales Reports Sales by Category: Lists the revenue generated by each resource category for a specific date range
Sales by Resource: Lists the sales for each resource item for a specific date range Sales by Billing Reference Number: Lists the total sales based on the billing reference number 5
© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
Statistical Reports Resource Statistics: lists the quantity and the hours used by category and by resource item.
6
© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
Reporting on Your Service Operations See Chapter 8 of the EMS User’s Manual for descriptions of every EMS report.
7
© 2015 Dean Evans & Associates LLC | Confidential & Proprietary
REPORTING ON YOUR SERVICE OPERATION Teresa Matthews EMS Software, Implementation Consultant •
Don’t forget! Complete the session feedback survey in the EMS Live! 2015 mobile app to increase your prize winning chances!
