Introduction§

This is a summary of all default reports.

General reports are generated via the reports finder, and reports for events are generated via the event inspector (see reports manual). Default reports are mainly general reports. If it is a report for events, this will be mentioned explicitly.

Please contact your account manager if you want custom-made reports.

Each report in this catalogue lists the date of the most recent version. Yesplan registers the date when you add a report to Yesplan. Based on these two dates you can determine whether your report is up-to-date. If the date of the most recent version in this catalogue is more recent than the date of registration in Yesplan, then a new version of the report is available.

Events§

Production Sheet§

A production sheet, also called a call sheet or schedule, is a chronological overview of the details of an event or a group of events.

The level for entering the information is respected in the display. Parameters can be used to alter the template to suit the information needs of different departments. Every department can be served because multiple versions of the template can be provided in Yesplan, each with different settings.

This report only works if the corresponding custom data fields are present in the installation.

If you would like more information about this report, contact your account manager. He or she will gladly help you set up your installation to suit the production sheet or alter the production sheet to suit your needs.

Quote§

This report is a generic document used to present booked locations and other resources in relation to a quote or contract workflow.

By activating and disactivating parameters, certain blocks of information can be displayed: an introductory letter, timetables, prices, general terms and conditions, etc.

This report only works if the corresponding custom data fields are present in the installation.

If you would like more information about this report, contact your account manager. He or she will gladly help you set up your installation to suit the quote or alter the quote to suit your needs.

List of Events§

This report is a list of all events in certain locations, during the chosen period, and of certain profiles and statuses.

The events are displayed in a table with the columns:

Parameters§

Parameter Explanation
startdate date when you want the report to start
enddate date when you want the report to end
locations (*) the locations you want included in the report
profiles (*) the profiles you want included in the report
statuses (*) the statuses you want included in the report

(*) This parameter can be left empty if you do not want to filter for one of the values.

Reports§

List with Events Only§

List with Event Groups§

This variant shows all top groups and ungrouped events.

Price per Resource Group per Event§

This report is a list of events with the net prices per used resource group.

Parameters§

Parameter Explanation
Startdate date when you want the report to start
Enddate date when you want the report to end
Show actuals choose whether the actual values should be shown
Show cost choose whether the cost prices should be shown
Resourcegroups the resource groups you want to show; also defines the sort order
Query search query to refine your question, see manual query language
Statuses (*) the statuses you want to report about
Profiles (*) the profiles you want to report about
Locations (*) the locations you want to report about

(*) This parameter can be left empty if you do not want to filter for one of the values.

Reports§

List with Events Only§

List with Event Groups§

This variant shows all top groups and ungrouped events.

Day Programme§

The day programme is a list of all events on a chosen day, in certain locations, and of certain profiles and statuses. With this report you can let the public know what will be happening that day.

Parameters§

Parameter Explanation
title the title that is displayed on the report
startdate (*) date you want to report about
locations (*) the locations you want to report about
profiles (*) the profiles you want to report about
statuses (*) the statuses you want to report about
timeschedules determines whether the schedules are displayed
logo the URL of the logo that you want to use

(*) This parameter can be left empty if you do not want to filter for one of the values. If you leave the start date empty then the report will display the programme for today. If you only want a one-day programme then you can leave the end date empty.

Reports§

Visual Schedules§

This report is a visual representation of event schedules.

The schedule of every event is displayed visually; the displayed start time (the first red bullet in the schedule) and displayed end time (the second red bullet in the schedule) of that day’s event is shown for every day.

Parameters§

Parameter Explanation
startdate date when you want the report to start
enddate date when you want the report to end
locations (*) the locations you want to report about; the order of the parameters determines the order of the locations on the report
profiles (*) the profiles you want to report about
statuses (*) the statuses you want to report about

(*) This parameter can be left empty if you do not want to filter for one of the values.

Reports§

Hall Occupancy§

This report lists the occupancy of halls, for certain locations and a specific period. A typical application for this report is information for setting up building management systems such as heating, air conditioning, etc.

Hall occupancy is displayed in a table (in Excel). The days are displayed in columns. Each location is a row; the displayed start time (the first red bullet in the schedule) and displayed end time (the second red bullet in the schedule) of an event on that day is shown.

Parameters§

Parameter Explanation
startdate date when you want the report to start
enddate date when you want the report to end
locations (*) the locations you want to report about; the order of the parameters determines the order of the locations on the report
profiles (*) the profiles you want to report about
statuses (*) the statuses you want to report about
default schedule choose whether the displayed start and end times (red bullets in the schedule) are shown instead of the event times

(*) This parameter can be left empty if you do not want to filter for one of the values.

Reports§

Calendars§

Week Overview§

The week list is a calendar of all events, per location, for a chosen week. A week starts on the chosen start date and includes 8 days. Each day is given a column. The locations are displayed as rows.

Every cell in the calendar contains one or more events and shows:

In addition:

Parameters§

Parameter Explanation
title the title that is displayed on the report
days number of days you want to report about
start date date when you want the report to start
locations the locations you want to report about
profiles (*) the profiles you want to report about
statuses (*) the statuses you want to report about
cancelled the name of the status for cancelled events; events with this status are displayed crossed out
unavailability choose whether the unavailability of a location for a day should be shown

(*) This parameter can be left empty if you do not want to filter for one of the values.

Reports§

Month Calendar§

This calendar displays events, per location, for a chosen period. It contains concise information in a compact layout; this makes it easy to obtain a general summary.

Every cell in the calendar contains one or more events and shows:

In addition:

Parameters§

Parameter Explanation
title the title that is displayed on the report
startdate date when you want the report to start
enddate date when you want the report to end
statuses (*) the statuses you want to report about
profiles (*) the profiles you want to report about
locations the locations you want to report about
cancelled the name of the status for cancelled events; events with this status are displayed crossed out
unavailability choose whether the unavailability of a location for a day should be shown

(*) This parameter can be left empty if you do not want to filter for one of the values.

Reports§

Normal Version§

Year Calendar§

This variant is extra compact and has a smaller font. Handy if you want to report about a larger period.

Calendar of an Event Group§

This report shows a calendar with the events in an event group. The date and halls are automatically set based on the events in this group. An extra parameter entitled order allows you to determine the order of the halls.

Please note, this is a report for events so it is generated via the event inspector.

Expanded Calendar with Hours, Name, Profile or Status§

This report is an expanded calendar overview of events per location, for a chosen period. Depending on the selected parameters, it contains extra information such as hours, profile, name, group name or status.

Every cell in the calendar contains one or more events and shows:

In addition:

Parameters§

Parameter Explanation
title the title that is displayed on the report
startdate date when you want the report to start
enddate date when you want the report to end
show time choose whether the event times are displayed
show name choose whether the name of the event is displayed
show group choose whether the group name of the event is displayed
show profile choose whether the profile of the event is displayed
show status choose whether the status of the event is displayed
statuses (*) the statuses you want to report about
profiles (*) the profiles you want to report about
locations the locations you want to report about
cancelled the name of the status for cancelled events; events with this status are displayed crossed out
unavailability choose whether the unavailability of a location for a day should be shown

(*) This parameter can be left empty if you do not want to filter for one of the values.

Reports§

Season Calendar§

This calendar is a concise overview of events for a six-month period. The overview only shows 3 events per day in a compact layout; this makes it easy to obtain a general summary. Events with the status option or cancelled are displayed visually. You can also highlight events with a certain profile; they are given a pale yellow background.

Every cell in the calendar contains one or more events and shows:

In addition:

Parameters§

Parameter Explanation
title the title that is displayed on the report
startdate date when you want the report to start
enddate date when you want the report to end
statuses (*) the statuses you want to report about
profiles (*) the profiles you want to report about
locations (*) the locations you want to report about
option the name of the status for option events; events with this status are displayed in italic
cancelled the name of the status for cancelled events; events with this status are displayed crossed out
highlight the name of a profile of your choosing; events with this profile are displayed with a pale yellow background and in bold

(*) This parameter can be left empty if you do not want to filter for one of the values.

Reports§

Resources§

Resources in a Resource Group§

This report is a list of prices and discounts for all resources in a chosen resource group.

The resources are displayed in a table (in Excel) with the columns:

Parameters§

Parameter Explanation
groups choose one or several groups of resources that you want to display

Reports§

Overview of Booked Resources§

This report is an overview of all resources that are booked during a certain period, with their times. There are variants of this report that only show human resources or placeholders. This can be set via parameters.

Placeholders are given a pale yellow background so that it is clear which ones have not been replaced with resources yet.

Parameters§

Parameter Explanation
startdate date when you want the report to start
enddate date when you want the report to end
roles (*) the role of the resource bookings you want to report about
groups (*) the group of the resource bookings you want to report about
only human? determines if only human resources are shown (or human resources and placeholders)
only placeholder? determines if only placeholders are shown
only external? determines if only external resources are shown

(*) either roles or groups must be entered. You can enter both, they complement each other.

Reports§

Overview of Booked Resources with Event§

This report is an overview of the resource bookings in a certain role or group (optional), for a chosen period. This information is expanded with basic information from the event for which they are booked.

Placeholders are given a pale yellow background so that it is clear which ones have not been replaced with resources yet.

Parameters§

Parameter Explanation
startdate date when you want the report to start
enddate date when you want the report to end
roles (*) the role of the resource bookings you want to report about
groups (*) the group of the resource bookings you want to report about
only human? determines if only human resources are shown (or human resources and placeholders)
only placeholder? determines if only placeholders are shown
only placeholder? determines if only placeholders are shown

(*) either roles or groups must be entered. You can enter both, they complement each other.

Reports§

Price Definitions of Booked Resources§

This report displays how often a resource is booked with a certain price definition, for a certain period.

Parameters§

Parameter Explanation
startdate date when you want the report to start
enddate date when you want the report to end
roles the role of the resource bookings you want to report about (optional)
groups the group of the resource bookings you want to report about (optional)
only human? determines if only human resources are shown (or human resources and placeholders)
only placeholder? determines if only placeholders are shown
actuals? determines if the actual values are shown

Reports§

Cost Overview of Resources and Events§

This report is a list of all resources that are used during a chosen event or event group, with their selling price. The totals and subtotals per event and per resource group are also shown on the report.

Please note, this is a report for events so it is generated via the event inspector.

The structure indicates how the price is displayed:

In Yesplan you can override prices at the level of the event group, the event, the resource group, the resource set or the resource. If the price is overridden at a certain level then the price will not be displayed on the lower levels because this price is annulled higher up.

Ad hoc resources and placeholders are indicated with a symbol in the report. For ad hoc resources this is a white letter A on a green background, for placeholders this is a white letter P on a red background.

Parameters§

Parameter Explanation
actuals? determines if the actual values are shown
set details? determines if the resources of a set are shown
only billable? determines if only billable resources are shown

Reports§

Hotel bookings§

If you keep track of hotel bookings by booking them as a resource, you can use two reports to get an overview. Both reports present the check-in date, check-out date and the guests that will stay in the room. You will see remarks on the booking and its status.

Reports§

Hotel bookings by event§

This report presents an overview of all hotel bookings by event. You search for the date of the event and all booked hotel rooms will be listed.

Hotel bookings by check-in date§

This report presents an overview of all hotel bookings by check-in date. You search for the date of the check-in at the hotel and all booked hotel rooms will be listed.

Contacts§

Contact per Label§

Every contact can have one or more labels in Yesplan. You collect the contacts via a query. They are displayed in a table.

Contacts are displayed in a table with the columns:

Parameters§

Parameter Explanation
labels choose the labels that the contacts should have
person? determines whether person data sheets are displayed
organization? determines whether organization data sheets are displayed
link? determines whether link data sheets are displayed

Reports§

Contacts by Organization per Label§

In Yesplan you can award labels to organizations and to the contacts in an organization. With this report you collect all organizations with a certain label, together with their contacts. They are displayed alongside each other in a table so that you quickly have a summary of all contacts in an organization.

Contacts are displayed in a table with the columns:

Parameters§

Parameter Explanation
org labels choose the labels that the organizations should have
link labels (*) choose the labels that the contacts from the selected organizations should have

(*) The link labels parameter can be left empty to obtain all contacts in an organization.

Reports§

Contacts by an Event or Event Group§

This report is a list of all contacts listed by event or event group.

Please note, this is a report for events so it is generated via the event inspector.

Contacts are displayed in a table with the columns:

Reports§

Event Group Contacts§

Event or Event Group Contacts and Human Resources§

This report also displays the human resources and their hours.

Tasks§

List of Tasks§

This report is a list of all tasks for a certain period.

The contacts are displayed in a table (in Excel) with the columns:

Parameters§

Parameter Explanation
startdate date when you want the report to start
enddate date when you want the report to end

Reports§

Team Planner§

Month Calendar§

This report is a summary of the hours that must be worked during a certain period for the chosen human resources or teams.

Per human resource you see on the first line the earliest start time and latest end time of all his/her shifts or bookings on that day. If the human resource is absent all day, this is shown together with the reason.

Under this you see a summary of the bookings, shifts, breaks and absences per day. Based on the four parameters booking?, shift?, break? and unavailability? you determine what is shown on the summary:

Tips:

Parameters§

Parameter Explanation
title the title that is displayed on the report
startdate date when you want the report to start
enddate date when you want the report to end
humans (*) the human resources you want to report about
teams (*) the teams you want to report about
summary? determines if the summary is shown
booking? determines if the events to which the human resource is booked are shown
shift? determines if the shifts of the human resource are shown
shift label name that is used for a shift in the report (if empty the word “Shift” is used)
break? determines if the breaks of the human resource are shown
break label name that is used for a break in the report (if empty the word “Break” is used)
unavailability? determines if the unavailabilities are shown
only planned? determines if only the human resources with bookings are shown

(*) Either humans or teams must be entered. You can enter both, they complement each other.

Reports§

Week Overview§

This report is an overview of the shifts, bookings and unavailabilities of the chosen human resources or teams for a certain week. The period is always from Monday through the next Monday. This report contains all parts of the team planner (shifts, breaks, bookings and unavailabilities) and allows you to set what you want to see.

Parameters§

Parameter Explanation
title the title that is displayed on the report
week a day in the week you want to report about
humans (*) the human resources you want to report about
teams (*) the teams you want to report about
booking? determines if the events to which the human resource is booked are shown
shift? determines if the shifts of the human resource are shown
shift label name that is used for a shift in the report (if empty the word “Shift” is used)
break? determines if the breaks of the human resource are shown
break label name that is used for a break in the report (if empty the word “Break” is used)
unavailability? determines if the unavailabilities are shown
only planned? determines if only the human resources with bookings are shown

(*) either humans or teams must be entered. You can enter both, they complement each other.

Reports§

Roster§

This report is a roster of the start and end times of the chosen human resources or teams for a certain period. It takes into account shifts, bookings and unavailabilities. It also mentions the total planned working time.

Parameters§

Parameter Explanation
title the title that is displayed on the report
week a day in the week you want to report about
humans (*) the human resources you want to report about
teams (*) the teams you want to report about
booking? determines if the events to which the human resource is booked are shown
shift? determines if the shifts of the human resource are shown
unavailability? determines if the unavailabilities are shown
only planned? determines if only the human resources with bookings are shown

(*) either humans or teams must be entered. You can enter both, they complement each other.

Reports§

Counters per Week§

This report gives a detail of the counters per human resource per day with totals per week and month.

Every human resource is shown on a separate worksheet in Excel. Per human resource you have the counters per day from the planned times, actual times, contract variations with regard to the schedule, hours of overtime (per week), planned breaks and actual breaks.

Parameters§

Parameter Explanation
title the title that is displayed on the report
startdate date when you want the report to start
enddate date when you want the report to end
humans (*) the human resources you want to report about
teams (*) the teams you want to report about

(*) either humans or teams must be entered. You can enter both, they complement each other.

Reports§

Counters for a Year§

This report gives an overview of the totals of the counters per human resource per week, month and year.

Every human resource is shown on a separate worksheet in Excel. Per human resource you have the counters per week from the planned times, actual times, contract variations with regard to the schedule, hours of overtime (per week and year), used time off and available time off.

Parameters§

Parameter Explanation
title the title that is displayed on the report
startdate date when you want the report to start
enddate date when you want the report to end
humans (*) the human resources you want to report about
teams (*) the teams you want to report about

(*) either humans or teams must be entered. You can enter both, they complement each other.

Reports§

Planned and Actual Hours of Human Resources§

This report is an overview of the planned working hours and the actual working hours of the chosen human resources, and the events to which they are booked.

The resources are displayed in a table (in Excel) with the columns:

Parameters§

Parameter Explanation
startdate date when you want the report to start
enddate date when you want the report to end
humans (*) the human resources you want to report about
teams (*) the teams you want to report about
booking? determines if the events to which the human resource is booked are shown
shift? determines if the shifts of the human resource are shown
shift label name that is used for a shift in the report (if empty the word “Shift” is used)
break? determines if the breaks of the human resource are shown
break label name that is used for a break in the report (if empty the word “Break” is used)
unavailability? determines if the unavailabilities are shown

(*) either humans or teams must be entered. You can enter both, they complement each other.

Reports§

Overview Teams§

This report is a list of all human resources of the chosen teams.

The resources are displayed in a table (in Excel) with the columns:

Parameters§

Parameter Explanation
teams the teams you want to report about

Reports§