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Reports

Learn how to create, run and export reports for your Communico modules. You can preview, sort and filter your reports before exporting too. We've put together an overview video to get you started, plus there's a user guide covering reporting features and options.

How to video

Learn the basics of Report's features

Reporting overview

2 mins, 27 secs
It's easy to create reports for your Communico modules. You can customize reports, add fields and filter to include just certain criteria. See a live preview before running reports and export to csv or pdf format. It's all covered here. 

How to guides

Learn the basics of Reports with step by step illustrated guides.

Overview

The control panel Reports section is where you create and run reports for your Communico modules.

The Communico Reports system allows for quick report creation and running. .You can run reports for Attend, Reserve and event registrations. Any fields associated with a module can be dragged into a report.

Create a Report

In the Reports section, click the New report button.

Choose a report type then start dragging in fields.

Build your report up using the fields available for your Report type.

By default fields will include all information, but some fields have criteria that allow you to filter further or options for setting ranges or multiple selection.

Drag and drop to reorder your fields (The final report will show the top field as the first column). 

Show

Checking the show option will display this field in your final report. You can hide it from being displayed by unchecking.

Sort

Fields can be sorted within your report. You can cycle throught the sort options by clicking on the arrows which will sort ascending to descending, decending to ascending depending on the field type, (Alphabetically or by value). If multiple fields are sorted, then the closest to the top of your form takes priority.

Preview and export

Built up your report and at any time you can click the Preview report button to see how the info will be displayed.

Once your report is complete make sure you save it and give it a title.

You can then export the report as a csv or pdf file by clicking the download buttons.

Events reporting field options

Fields available for Events reporting, what they do and their options. 

Age group 

The age group field will include all age groups by default. Click the dropdown to reveal your library's event age groups and you can select, or multiple select, individual age groups to be included in your report.

Branch featured 

If you have branch featured events you can choose Yes to include these events or No to exclude them from the report. 

Changed 

The Changed field will include all changed events by default. Click the dropdown to reveal options. You can choose to include canceled and rescheduled events in your report. No will not include any changed events. 

Changed reason

This field will include the text that was entered for the event change reason.

Contact

The Contact field will include all event contact names by default. Click the dropdown to reveal a list of all contact names where you can select, or multiple select, individual contact names to include in your report.

Creator

The Creator field will include all event creator names by default. Click the dropdown to reveal a list of all creator names where you can select, or multiple select, individual names to include in your report.

Date

The Date field will default to the current date. Use the date picker to select a date range for events to include in your report.

Date (relative)

The relative date field allows you to select a predefined date or date range relative to the current day. The default is Today. Click the dropdown to reveal options for Yesterday, Last week, This week, Next week, Last month, This month and Next month. These options give a quick way of running a regular report.

Description

This will include all the event's long description in your report. (Remember, this could include a lot of text)

End time

This will include the event's end time.

External venue name

If the event is taking place at an external venue you can choose to include the venue name. There is the option to type in a venue name to just include individual that external venue.

External venue room

If the event is taking place at an external venue with a room name,  you can choose to include the venue room name. There is the option to type in a room name to just include that individual room.

Global featured 

If you have global featured events you can choose Yes to include these events or No to exclude them from the report.

Internal venue room

If the event is taking place at an internal venue with a room name,  you can choose to include the venue room name. There is the option to type in a room name to just include that individual room.

Location

The Location field will include all event locations by default. Click the dropdown to reveal a list of all locations where you can select, or multiple select, individual locations to include in your report.

Maximum attendees

This field will display the maximum attendees for each event. There are options to narrow this down by entering a maximum attendee number then selecting Equal to, Greater than or Less than.

Private event 

If you have Private events you can choose Yes to include these events or No to exclude them from the report.

Registration

If you have Registered events you can choose Yes to include these events or No to exclude them from the report.
(You can also run reports on just registrations using the Registrations report type).

Search tag

The Search tag field will include all search tags used by default. Click the dropdown to reveal a list of all search tags where you can select, or multiple select, individual tags to include in your report.

Short description

This will include all the event's short descrption text.

Start time

This will include the event's end time.

Status

The Status field will include all event statuses by default. Click the dropdown to reveal a list of statuses where you can select, or multiple select, Draft, Changes requested, In review, Published and Unpublished to include in your report.

Sub title

Choose to include the event's sub title. There is the option to type in a sub title to just match and include events with that sub title.

Title

Choose to include the event's title. There is the option to type in a title to just match and include  events with that title.

Total  attendance

This field will display the total attendance for each event. There are options to narrow this down by entering a number then selecting Equal to, Greater than or Less than.

Total  registrants

This field will display the total registants for each event. There are options to narrow this down by entering a number then selecting Equal to, Greater than or Less than.

Total  waitlist

This field will display the total number on the waitlist for each event. There are options to narrow this down by entering a number then selecting Equal to, Greater than or Less than.

Type

The Type field will include all event types by default. Click the dropdown to reveal a list of all your event types where you can select, or multiple select, individual event types to include in your report.

Venue type

This includes all venue types by default. Click the dropdown to reveal a list of all your event types where you can select, or multiple select, individual venue types to include in your report.

Waitlist when full 

If you have the waitlist when full option selected for events you can choose Yes to include these events or No to exclude them from the report.

Registration reporting field options

Fields available for Registered events reporting, what they do and their options. 

Custom question

If questions are asked that need a response from the registration form they can be displayed with the answers using this field. By default all custom questions are included. Click on the dropdown to just select an individual custom question in your report.

Event date

The Date field will default to the current date. Use the date picker to select a date range for events to include in your report.

Event date (relative)

The relative date field allows you to select a predefined date or date range relative to the current day. The default is Today. Click the dropdown to reveal options for Yesterday, Last week, This week, Next week, Last month, This month and Next month. These options give a quick way of running a regular report.

Event location

The Location field will include all event locations by default. Click the dropdown to reveal a list of all locations where you can select, or multiple select, individual locations to include in your report.

Event title

Choose to include the event's title. There is the option to type in a title to just match and include  events with that title.

Librarycard

Choose to show the registrant's library card number. There is the option to type in a number to just  include the registrant with that library card number.

No. guests 

Include the number of guests a registrant has added. There is an option to type in a number and then select Equal to, Greater than or Less than.

Registrant age

Include the age group of registrants. There is the option to type in an age group to just match and include registrants within that group.

Registrant email

Include the email address of registrants. There is the option to type in an email address to just match and include registrants with that address.

Registrant name

Include the name of the registrant. There is the option to type in a name to just match and include registrants with that name.

Registrant phone

Include the phone number of registrants. There is the option to type in a phone number to just match and include registrants with that number.

Registration time

Include the time that the registration was made.

Room booking reporting field options

Fields available for Room booking reporting (Reserve), what they do and their options. 

Contact email

Include the contact email address for the reservation There is the option to type in an email address to just match and include contacts with that address.

Contact name

Include the contact name for the room reservation. There is the option to type in a name to just match and include reservations with that name.

Contact phone

Include the contact phone number for the room reservation. There is the option to type in a phone number to just match and include reservations with that number.

Creator

The Creator field will include all library staff room reservers' names by default. Click the dropdown to reveal a list of all creator names where you can select, or multiple select, individual names to include in your report.

Date

The Date field will default to the current date. Use the date picker to select a date range for room reservations to include in your report.

Date (relative)

The relative date field allows you to select a predefined date or date range relative to the current day. The default is Today. Click the dropdown to reveal options for Yesterday, Last week, This week, Next week, Last month, This month and Next month. These options give a quick way of running a regular report.

Display name

Include the display name the room reserver has added when booking the room. (This is the name displayed publicly in  any room listings). There is the option to type in a name to just match and include reservations with that display name.

End time

This will include the room reservation end time.

Expected attendees

Include the number of attendees the reserver is expecting. There is an option to type in a number and then select Equal to, Greater than or Less than.

Group name

Choose to include the Room reservation group's name. 

Layout

Include the room layout chosen for the room reservation. By default all chosen layout types are included, but click the dropdown and you can select  or multiple select layout options to include in the report.

Room

The names of all reserved rooms are shown by default. Click the dropdown and you can select, or multiple select, room names to include in the report.

Start time

The start time of the room reservation.

Status

The Status field will include all room reservation statuses by default. Click the dropdown to reveal a list of statuses where you can select, or multiple select, Awaiting approval, Approved, Declined and Canceled to include in your report.

Type

The type field will include all room reservation types statuses by default. Click the dropdown to reveal a list of statuses where you can select, or multiple select, Library event, Staff booking and Patron booking to include in your report.

Unmediated

This will show all unmediated room bookings. Click the dropdown and  choose No to exclude unmediated rooms.