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Reservation Report: Report by Custom Field
Reservation Report: Report by Custom Field

Build your very own reports and have a quick overview of your reservations linked to very specific custom fields

Guilherme Machado avatar
Written by Guilherme Machado
Updated over a week ago

Our Reservation Report displays a reservation summary grouped by the custom field of your choice. This report will show you how many reservations have been completed linked to e.g. a certain project code, sales representative, or other information captured in your custom fields on the reservation level. It will also show you how many of those were overdue and how many items were reserved during a certain period of time.

Important

In order for this report to be useful, you have to have several custom fields set up in Cheqroom.

Enabling the Reporting add-on

  • Click Settings in the bottom left corner of your screen

  • Click Add-ons

  • Scroll down to Reporting

  • Make sure it's activated

Using the Reservations: Report by Custom Field

  • Go to Reports

  • Go to the Reservation section

  • Choose Report by Custom Field

  • Select the custom field you want a report for by choosing from the drop-down list:

  • Add extra filters by clicking on “Add filter”:

  • Or group by other custom fields:

  • Choose to Print or Export your report in the top-right corner:

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