Search with the Browser

Use the Browser to search for reservations, bookings, service orders, resources, everyday user reservations, and pre-defined queries.

  1. On the side menu, select Browser.

  2. In Browse For, select the type of records to search:

    • Reservations

    • Bookings

    • Service Orders

    • Resources

    • Everyday User Reservations

  3. Enter search criteria:

    • Starting Date and Ending Date: Set the date range for the search.

    • Use Specific Times: Select this option to add Starting Time and Ending Time fields.

    • Include Canceled: Deselected by default. Select this option to include canceled bookings in the search.

    • Customer: Use to find a customer or contact.

    • 1st Contact: Enter a search string to filter results.

    • Reservation Event Name: Enter a search string to filter results. The search is not case-sensitive and matches values that begin with the characters you enter.

    • Building: The default value is set to (all). To search a specific room, select the room.

    • Category:The default value is set to (All). You can leave this value as is, or you can select a specific category (booking detail).

    • Resource: Available only if you select a category that is a resource or service order.

    • Booking Status: The default value is set to (All). You can leave this value as is, or you can select a specific booking status.

  4. Select Options to add filters such as:

    • Number Of Records To Return: Select the number of records to return: 100, 250, 500, 1000, or Unlimited.

    • Date/Time Filter: You can select Booking Starts Within Data Range, or Booking Starts Or Ends Withing Data Range.

    • When Filtering By Specific Room: Select if you want to Include Related Combo Rooms.

    • Show Service Orders: Select this option to show Service Orders for the search.

  5. Select Get Data.

Results appear in a calendar view.

 

Results tab options

Option Description
Print Print the search results.
Export Export search results to Microsoft Excel.
Email Send Invitation to message attendees through Outlook.
Filter Return to the filter tab.
Review

Mark Review to mark a service order as reviewed, or select Change State to update its state.

Reset

Select Reset to restore the default column layout.