Table of Contents
Events Reports Overview
Saved View Reports
PDF & CSV Reports
Special Characters Appearing in CSV Reports
Related Articles
Overview
Coursedog offers a range of out-of-box downloadable reports to help review Events data.
To access them, select the reports tab on the left navigation and choose from the three tabs included there: Saved Views, PDF Reports, and CSV Reports.
Each tab includes its own set of filters, date selects, and toggles that will apply to that specific tab; click “show filters” within that tab to show available filter options.
Saved View Reports
Overview | Use Case | How to Do It | Private Events
Overview
If you’ve saved an Events Dashboard view in Events, that view can be used to generate a .csv report.
Use Case
Custom reporting is built to support the reporting needs of event teams, facilities managers, and events/facilities team members.
Events and facilities managers can generate saved views that are limited to the specific resources, rooms, or event types that they or their team own. They can also choose which columns to display in that view to create an at-a-glance view of all the data they need.
They can also create a report using those filters and columns for any date range, and share that report with the team or individual to enable their work without requiring them to access Coursedog frequently or at all.
This functionality also supports detailed reporting on any cross-section of events, from specific event types to attendance to room usage, across any period of time. This is a useful tool for events and facilities admins to analyze and report on space and resource usage, share data with other teams, and generate quarterly, semesterly, or annual reports.
How to Do It
Step 1: Create a Saved View as outlined here.
Step 2: Navigate to Events > Reports.
Step 3:
Click “Show Filters” to see available filter options.
Saved View Reports include only start and end date filters – the advanced filters and toggles applied when a Saved View is created will carry over to the Reports tab.
Step 4: Set the desired “Start date” and “End date” for the report.
Step 5: Under “Saved Views Reports,” click “Download” for the desired Saved View.
Private Events
Events where the prebuilt “Private Event” select = “Yes” will have much of their data hidden on CSV exports to respect the “Private Event” selection.
Those events will only display the following data in the exported CSV: Date & Time, Event Name, Location, Meeting End Date, Meeting End Time, Meeting Start Date, Meeting Start Time, Meeting Type, Private Event, and Public Event.
PDF & CSV Reports
Filters | Event Setup & Teardown Report (PDF) | Contact address (if added to the event request form)
Events List Report (CSV) | Resources List Report (CSV or PDF) | Event Conflicts Report (CSV or PDF)
Filters
PDF Reports and CSV Reports include start and end date filters, academic events and hidden events toggles, and advanced filters (Event Name, Event Type, etc.).
Event Setup & Teardown Report (PDF)
The event setup & teardown report downloads a file containing the following information for each event meeting with an associated setup and or teardown window within the range of dates specified at the top of the page:
Event ID
Name
Organization
Expected Headcount
Start Date
Start Time
End Date
End Time
Building Name
Room Number
Room Name
Room Layout
Setup Times
Teardown Times
Notes
Resources
Contacts - Names of people in charge of the event
Contact email
Contact phone
Contact address (if added to the event request form)
Events List Report (CSV)
The events list report downloads a CSV file containing the following information for each event scheduled in the range of dates specified at the top of the page:
Event Name
Event Description
Event Status
Notes
Organization - The name of the organization that is hosting the event
Event Type
Start Date
Start Time
End Date
End Time
Location
Is Set up - indicates whether or not the event will require set up
Is Teardown - indicates whether or not the event will require teardown
Contacts - Names of people in charge of the event
Contact Phone
Contact Email
Resources List Report (CSV or PDF)
The resources list report downloads a file containing the following information for each event scheduled in the range of dates specified at the top of the page:
Resource Name
Event Name
Organization
Quantity
Notes
Start Date
Start Time
End Date
End Time
Location
Event Conflicts Report (CSV or PDF)
The event conflicts list report downloads a file containing the following information for each conflict in the range of dates specified at the top of the page:
Conflict Type
Event Name
Conflicting Event Name
Start Date
Conflicting Event Start Date
Event ID
Conflicting Event ID
Special Characters Appearing in CSV Reports
If unexpected characters are appearing in a downloaded report, click here to learn more about what might be causing the issue (and how to fix it).