Default Reports
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 Customer Success 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.
Tip
Using dataviews, you can request a lot of information from Yesplan yourself:
Events§
Production Sheet§
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 Customer Success 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§
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 Customer Success Manager. He or she will gladly help you set up your installation to suit the quote or alter the quote to suit your needs.
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:
- Event group (net total, VAT total and gross total)
- Sub group (net total, VAT total and gross total)
- Event 1 (net total, VAT total and gross total)
- Resource group (net total, VAT total and gross total)
- Resources (number, unit price, net price, VAT and gross price)
- Resource group (net total, VAT total and gross total)
- Resources (number, unit price, net price, VAT and gross price)
- …
- Resource group (net total, VAT total and gross total)
- Event 2 (net total, VAT total and gross total)
- Resource group (net total, VAT total and gross total)
- Resources (number, unit price, net price, VAT and gross price)
- …
- Resource group (net total, VAT total and gross total)
- …
- Event 1 (net total, VAT total and gross total)
- …
- Sub group (net total, VAT total and gross total)
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.
| 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 |
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:
- role
- title
- name
- mobile
- telephone
- e-mail address
- labels
- address
- ZIP code
- city
- country
- start date (only for the version with human resources)
- end date (only for the version with human resources)
Event Group Contacts
-
Contacts of Event Group, Excel (updated on 18-11-2019):
Event or Event Group Contacts and Human Resources
This report also displays the human resources and their hours.
Calendars§
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.
| 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.
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:
- the name of the event
- the start and end time of the event (the red bullets in the schedule)
In addition:
- location unavailabilities are displayed
- cancelled events are crossed out (optional)
| 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.
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:
- the name of the event
- the start and end time of the event (the red bullets in the schedule)
In addition:
- location unavailabilities are displayed
- weekends and date decorations (public holidays, etc.) are displayed in grey and light blue respectively
- cancelled events are crossed out (optional)
| 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.
Normal Version
-
Calendar, Excel (updated on 17-12-2019):
-
Calendar, PDF (updated on 18-11-2019):
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:
- the name of the event
- the profile of the event
- the status of the event
- the start and end time of the event (the red bullets in the schedule)
In addition:
- location unavailabilities are displayed
- cancelled events are crossed out (optional)
| 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.
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:
- the name of the event
- the location of the event
In addition:
- options are displayed in italic
- cancelled events are crossed out and are not displayed if there are more than 3 events per day
- events with a chosen profile have a pale yellow background and are displayed in bold
| 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.
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.
| 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.
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.
| 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.
Tasks§
List of Tasks§
This report is a list of all tasks for a certain period.
The tasks are displayed in a table (in Excel) with the columns:
- status of the task
- due date of the task
- start date of the task
- duration of the task
- name of the event to which the task is linked (optional)
- name of the group to which this task belongs (optional)
- name of the task
- task description
- the person to whom the task was assigned
- the team of the person to whom the task was assigned
- the person who assigned the task
- cost of the task
| Parameter | Explanation |
|---|---|
| startdate | date when you want the report to start |
| enddate | date when you want the report to end |
Teamplanner§
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:
- If
summary?is set to “Yes” then you see the human resource’s first start time, last end time and the total hours to be worked in one line for the bookings. - If
booking?is set to “Yes” then you see all events to which the human resource is booked. This is often interesting if the shift does not correspond to the bookings or when the human resource is active at several events per day. - If
shift?is set to “Yes” then you see all shifts of the human resource. This is only interesting if you work with more than one shift per day, otherwise this probably shows the same information as the first line of the day. - If
break?is set to “Yes” then you see all breaks of the human resource. - If
unavailability?is set to “Yes” then you see all unavailabilities of the human resource. - If
only planned?is set to “Yes” then all not planned human resources are hidden.
Tips:
- You can obtain a compact summary by turning on
summary?and turning offbooking?,shift?,break?andunavailability?. - If only
unavailability?andonly planned?are turned on then you’ll get a compact summary of all absent human resources.
| 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.
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 Teamplanner (shifts, breaks, bookings and unavailabilities) and allows you to set what you want to see.
| 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.
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.
| 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.
Counters per Week§
This report gives a detail of the counters per human resource per day with totals per week and month.
Remark
This report is only usable if your organisation uses the Teamplanner.
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.
| 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.
Counters for a Year§
This report gives an overview of the totals of the counters per human resource per week, month and year.
Remark
This report is only usable if your organisation uses the Teamplanner.
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.
| 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.
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:
- date
- name event
- planned working hours (start and end time)
- actual working hours (start and end time)
| 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.
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:
- name team
- name human resource
- roles of the human resource
- telephone
| Parameter | Explanation |
|---|---|
| teams | the teams you want to report about |