EyeQ: Non-Attended Bookings Report

Problem

Users need to generate a report in EyeQ listing all bookings that were not attended.

Resolution

1. Log into EyeQ.

2. Go to Query Builder and select Create a Query.

3. In the Select Fields section, add the following:

   Bookings Table Fields:

   • Activity
   • Activity Group
   • Attended
   • Contact ID
   • Site
   • Start Date
   • Start Date Time

   Contacts Detail:

   • Full Name
   • Home Email
   • Mobile Telephone
   • Telephone

4. Click Save and provide a name for the report (e.g., "Non-Attended Bookings Report").

5. Choose Save and Open and select Export as Pivot.

6. Open the report in Excel. If prompted, click Enable Content.

7. Inside the Pivot Table, arrange the fields as follows:

   • Filters:

     • Bookings Detail Attended
     • Bookings Detail Site
     • Bookings Detail Start Date

   • Rows:

     • Bookings Detail Activity Group
     • Bookings Detail Activity

   • Values:

     • SUM of Bookings Detail Contact ID (change to COUNT of Subscriptions Contact ID)

8. Set the Bookings Detail Attended filter to No (instead of All).

9. (Optional) Change the Pivot Table design to Show in Tabular View.

10. (Optional) Re-group Bookings Detail Start Date by days, months, and years as needed.

11. (Optional) Select Do Not Show Subtotals.

12. Use the filter for Bookings Detail Start Date to select a relevant date range (e.g., "This Month").

Notes

• Ensure you enable content in Excel to allow pivot functionalities.
• These grouping and layout options can help make the report easier to read and analyze.
• Adjusting the date range and layout will help tailor the report to your specific needs.

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