Hello all! I'm posting this both here and in the Education forum, because I'm not sure which is the best place.
Has anyone figured out a way to sort the Order Bookings Report chronologically by start-time of a booking or perf? Right now, it sorts by either perf date or order date, but within each date it sorts by order number. In other words, if I'm trying to use it as a daily schedule that can be saved/printed/shared, it might put the 2:30pm tour before the 12:00pm tour if the 2:30 tour has a lower order number.
We have been hoping to use the new Resource Scheduling features and the Order Bookings Report to replace an unsupported legacy system that we use to share a single chronological schedule that goes to docents, security, front desk staff...
Also, I had come to the conclusion that this report might be my best bet for checking our availability when taking calls for a new booking, but now I'm not so sure. I need to be able to see how many tours/docents are all assigned at specific times in order to know if I have room/people to book more. So far, I have found all other calendars within the system lacking in detail to be able to do this. If the Order Bookings Report cannot be sorted chronologically....I'm not sure we'll be able give up our legacy system and begin using these features instead.
Any suggestions are appreciated; thanks!
P.S. We do not have TNEW; I post that since most resource posts I've seen have included it.
Hi Courtney,
I agree with Derrek that a custom report is the way to go. We were in the same boat with needing a report unlike the out of the box reports.We had our IT department make a custom report for out outreach to show bookings by vans for the week. We still have to use an outside method of placing our holds/slots on a calendar since bookings are tied to a record but we do the same as Derrek and provide un-editable limited access to the calendar which staff can filter by item or worker to see availability or scheduled bookings. May not be helpful but know that we also submitted this as an enhancement request (among other things). Derrek mentioned those that may not have computer access. Our staff need to see bookings when they are offsite and they use their mobile devices to see it via Tess on the Go. They prefer that.