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MarkLeeCommunity Manager

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MarkLeeCommunity Manager

MarkLeeCommunity Manager

omarkCommunity Manager

👍 Tutorials & How-To's

How to Export a Report or Report Statement

You can easily export report outputs to various file formats. This feature allows you to save any statement or report displayed in the Report Preview window.Supported FormatsHTML: For formatted outputs, such as Work Order statements. XLS or XML: For reports displayed in a typical column and row format.Steps to Export a Report or Report StatementNavigate to the Report Preview Window of the desired report.Look for the Export option in the Toolbar or Menu.In the dropdown, select your preferred format (HTML, XLS, or XML) from the dropdown menu and follow the prompts to save the file to your desired location.

omarkCommunity Manager

👍 Tutorials & How-To's

Unlock the Power of Reporting with the ReporterMaintenance Connection | Tutorial

Transform your data into actionable insights with the Reporter in Maintenance Connection! This essential tool empowers you to capture key data and generate structured reports effortlessly. Follow these tips and best practices to maximize your reporting potential. Explore the Types of Reports List Reports: Perfect for detailed insights on specific datasets (e.g., Work Orders, Assets). Each record shines in its own row with relevant details at a glance. Summary Reports: Ideal for quick overviews and summary calculations. Fewer columns and rows mean a focus on the bigger picture. Custom Reports: Tailored just for your organization by Professional Services. These unique reports offer specialized formatting, ensuring your specific needs are met. Essential Report ComponentsReport Criteria: Define which records make the cut! Filters help you tailor your reports to show only the most relevant data. Report Setup: Your command center for configuring how data is displayed. Choose the columns

omarkCommunity Manager

👍 Tutorials & How-To's

How to Use the Find Search Feature in Power

The Find feature in Meridian Power is a robust tool that enables flexible document searches, allowing you to define the search scope, properties, conditions and criteria related to the document.Search Considerations in Power:You can use wildcard characters in your search ? for any single character. * for any string of characters. These are most effective in combination of the Name criterion and the criteria in the Current criteria list. Example: You can search for specific Document Types You can include documents that are related by Meridian references to your search results from the References Tab.

omarkCommunity Manager

👍 Tutorials & How-To's

How to Add Expandable Sub-Groups to a Report

The Advanced Layout is an optional feature in the Report Builder Tool that enhances how you organize and present your data.Key Benefits of this FeatureCreate sub-groups within your report that can be expanded or collapsed, allowing for a more structured view of your information. Build reports vertically, which helps reduce the number of columns and makes the report easier to read. You can integrate fields from different tables to display related records within the same report. For example, in a Contract Term report, you can include Payment Transaction data as an expandable row to show related information. Steps to Add Expandable Sub-Groups to a ReportIn a report, open the report setting menu and select the Advanced Layout option.To create the sub-group, navigate to the second row in the table, and select the desired field from the dropdown. If needed, align any Cell Data, Text Wrapping, Cell Size or Field AlignmentClick Finish and click Save in the Report Builder Header to apply your c

omarkCommunity Manager

👍 Tutorials & How-To's

How to Export a Report or Report Statement

You can easily export report outputs to various file formats. This feature allows you to save any statement or report displayed in the Report Preview window.Supported FormatsHTML: For formatted outputs, such as Work Order statements. XLS or XML: For reports displayed in a typical column and row format.Steps to Export a Report or Report StatementNavigate to the Report Preview window of the desired report. Look for the Export option in the Toolbar or Menu In the dropdown, select your preferred format (HTML, XLS, or XML) from the dropdown menu and follow the prompts to save the file to your desired location.

monique.gallegosCommunity Manager

Tips & Tricks

How to create a reservation in the Book

You can use the Book to quickly create a booking. This is a great tool to use for any last-minute booking requests you may receive! Edit Bookings in the Book Edit Bookings in the Book

monique.gallegosCommunity Manager

Tips & Tricks

How to configure automated confirmations for Everyday UsersTutorial

KBL-212 Automated confirmation reports can be configured for each process template. These automated confirmations are emailed to the Everyday User, Group or Contact after they make a reservation in an Everyday User Application. Each process template can send one automated confirmation. This means that if you have a mixture of requestable and reservable space, you will have to choose if you want to send this confirmation for either requestable or reservable space. It is best practice to send automated confirmations based on a single status. For process templates with all reservable rooms, you would likely send confirmations based on your confirmed status. If the process templates with all requestable rooms, you’d typically send confirmations based on your request status. If you have a process template with a combination of requestable and reservable rooms, it’s recommended to send the confirmation based on your confirmed status for reservable rooms only and have your admin/approv

omarkCommunity Manager

👍 Tutorials & How-To's

How to Create a New Page Layout from a Global Page

Accruent provides pre-built layouts called Global Pages, which serve as the initial layout for parent tabs. These layouts provide System Administrators a foundational structure for displaying records. For instance, the layout of a Summary Page in the Summary Tab of an Entity is initially derived from a Global Page.Since System Administrators cannot modify Global Pages, they often create Configured (custom) Pages to better meet specific needs. These Configured Pages replace the original Global Page and become the new default layout, making the original layout inaccessible.To maintain access to a Global Page, System Administrators can create a copy while using the Configured Page.Best Practice RecommendationsIt is recommended to copy Global Pages before creating new Configured Pages. Types of Pages You Can Copy: Global Summary Pages Global Sub-Pages Global List Layouts Steps to Create a New Page Layout from a Global PageFrom the System Administrator Dashboard, navigate to the Company A

omarkCommunity Manager

👍 Tutorials & How-To's

How to configure Help Text in the Web AppTutorial

Help Text is customized text you can configure to help guide your users through the reservation process in the Web App. Each Help Text configuration is optional – this allows you to configure Help Text just in the areas of the Web App where users may need some additional guidance.

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