All the booking search pages work in a similar way. This chapter explains the basic mechanisms for all the booking searches. To learn more about the advanced features available with searches and how to select and edit data returned from a search then go to the Search chapter.

 

On entering any of the booking search pages a search will automatically start, of the appropriate type, with a date range of today. This is what a search will look like when it is completed.

 

Click to expand

 

The following section goes through the options available after the search has completed, enabling the user to change the search, save it or export the data, as well as change the information viewed by the search. Not all options will be available for every booking search type, but that will be outlined in the specific search types chapter. For more information on any of the features shown read the Search chapter.

 

SearchFileOptions

Save As: Saves the report for later use.

 

Export: Export the information found in the search to a file.

 

 

 

searchReportType

This button determines what type of report will be seen:

 

Single Item Report Displays a single record that matches the search. Does not appear for innumerable objects such as bookings.

 

List Report: Lists each record found that matches the search one under the other.

 

Summary Report: Allows a summary of the information found.

 

Group Report: Allows the report to be shown by groupings with a count of the number of records that fit each group.

 

To change the search parameters

 

cancellations_dateRange

First select an appropriate range of dates for the new search.

 

 

cancellations_resources

Then select the resources required.

 

mybookings_statuses

And select the required booking statuses.

 

bookingProjects

Then select the required project.

 

Additional conditions for the search can also be set up. For more information on how to set up conditions read the information in the Setting Search Conditions page.

 

bookingconditions

 

cancellations_columns

And then change the columns displayed in the output.

 

SeachrunOptions

Reset: Resets the search conditions to the defaults set up on starting the search.

 

Go: Runs the search with the current conditions.

 

Autorun: If this button is ticked then searches will run as soon as any conditions change. If a number of the conditions of the search will be changed then it is more efficient if this is not ticked as each change will start a search and the appropriate transfer of data from the server.

 

 

For a more complete explanation on how to edit records in a booking search view read the How to Edit Multiple Items At Once section of the Data Explorer chapter. The only difference is in the booking search views as well as Edit and Delete there are also options to Approve, Deny or Cancel multiple bookings.