While Meetingmax offers a variety of reports, you may need specific data. Enter 'Custom Reports'—a tool for tailored insights.
Steps to Create a Custom Report
Click [Custom Reports] on the Reports landing page.
Select [Create New] and follow the prompts.
First off we have the report base, you can select between ‘Reservation Room’ and ‘Reservation’:
Reservation Room - This base will provide you with the most detail, giving information broken down by each room in each reservation.
Reservation - This base is more of an overview, and does not provide specific information but accumulates the data to provide a summary.
On the next page, choose the desired details like reservation numbers, status, or room type etc.
You can then customize column order on the next page.
Next, if you like, add filters for specific information using conditions like Equals or Contains. But this is optional.
Lastly, name your report, set visibility, and hit [Save].
Conclusion
You can easily manage your custom reports using the edit, clone, or delete features as needed.
Crafting custom reports in Meetingmax gives you control over the data you need. Follow these steps or watch the video tutorial for a seamless experience. Tailor reports for your unique event insights!