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Reporting: Best Practices

All Refer to Product Ideas Investigating Refer to Support Answered Newest post Recent activity Votes Comments
Custom Report and Links setup / Event ID

Dominik Obelöer | · 2 replies

Description of the Issue:Client has configured a custom report or link for Work order items in Events, like underneath which is not working as expected.They did configure an Action or link field in Events, like underneath.And added the column on E... see more
How to customize Historical Aging Detail

Francesco Torchia | · 3 replies

Account name: Manchester Central Region: EMEA Client version (Enterprise):  Description of the issue The customer would like to know whether it is possible to exclude specific events or specific transactions from the Historical Aging data (e.g. A... see more
Change Logo / Standard Report

Dominik Obelöer | · 6 replies

Description of the Issue:The client wants to update the Logo in all Standard Reports. They have been following all steps mentioned in this article:https://supportcenter.ungerboeck.com/hc/en-us/articles/204558988-Add-or-Change-Report-Logo-or-Banner... see more
Audit log reporting Answered

Mariam Abid | · 8 replies

Hi Team,  P&J Live, UK customer  - EMEA 26.1  Additional information on Audit reporting regarding Event status changes The customer would like an audit log report combining event and audit reporting. The goal would be to track event status changes... see more
EZ Writer Data Source Answered

Pieter Du Plooy | · 3 replies

HiI'm not a SQL expert, but this works in SQL for me. Any idea on how to clean this up to use in EZ Writer?- 1. Declare the variables DECLARE @ActivePeriod VARCHAR(10); DECLARE @ORGANIZATION VARCHAR(10) = '10'; -- Set your default or input value h... see more
Space Utilization Report - Composite vs Base Space

Amy Durbin | · 1 replies

I have a customer who is exploring the newer standard Space Utilization report but they have some questions about how the base and composite space numbers are reported.  I'd like someone to validate or correct my understanding of it.  In the examp... see more
ASKMO Data -> Missing Data

Minka Verkaar | · 9 replies

Hi team,Can you please help me with the case below? I am testing ASKMO Data for MECC and I run into a few errors. It seems ASKMO Data can not find any data. What am I missing? First question I asked: => Based on the Support Article Example: "Make ... see more
Email template format issue in the email received Answered

Anitha Khairnar | · 3 replies

Description of the issue: Email template format issue Account name: Tataki Auckland Unlimited Region: APAC Client version:25.4 Steps to reproduce: Main > email and merge template. Send email for both template Note that both show format issue in ... see more
Tracking Revenue Targets by Project Codes Answered

Himanshu | · 7 replies

Account name: Botanic Gardens of Sydney Region: APAC Client version (Enterprise): 2025.4 Description of the issue: The customer categorises events using project codes (internally referred to as “WBS Codes”). In Enterprise, these project codes are... see more
Resource Requirements and Space Utilization to optimize labour/time Refer to Product Ideas

Jennifer Lee | · 8 replies

Account name: Niagara Falls Convention CentreRegion: AMERClient version (Enterprise): 25.42026012104Description of the issueWhat does the client want to do? Why do they want to do this?The customer is looking to optimize inventory and labour/time ... see more
Field Settings in Reports Answered

Minka Verkaar | · 3 replies

Hi team, I am wondering if somebody can help me with the following case and questions. For one of my customers, I would like to set up a Report which shows the rates before Discount (=_Importe Base), Extended Charge and the Discounted Amount, like... see more
EZ Writer Support Answered

Amy Durbin | · 4 replies

NIHF heavily uses EZ Writer data sources in many areas of the system.  They are wondering about future plans to support EZ Writer long term.  Is this something we will continue to support for a while? see more
Space Utilization Report Missing from Flex Enterprise Licensing Answered

Allison Ridings | · 4 replies

It looks like the new Space Utilization Report isn’t available under Flex Enterprise licensing. Since this is a standard report, is there a reason this report isn’t included with Flex? If not intentional, is this something that can be added to Fle... see more
Automating Weekly Membership Sales Reports with Ask Mo Answered

Philip Bathfield | · 1 replies

I had a question come through from a customer "would I be able to Ask Mo to pull me a report of all Membership sales in the past week and then send me a report weekly of Membership sales of the prior week. I ask it to pull me a report, then send i... see more
Support to view reports on iPad with NewUI Answered

Anitha Khairnar | · 8 replies

Description of the issue: Reports view in Ipad Account name: Cairns Convention CentreRegion: APAC Client version: 25.3 Steps to reproduce: Launch site on iPad and login . Select any report ex: event confirmation and run. The report does not dis... see more
Crystal Reports - Via 'Email to Myself' functionality. Answered

Edwin Hernandez | · 3 replies

Zendesk Ticket: https://ungerboeck.zendesk.com/agent/tickets/371734Account: Google, LLCRegion: USArticles used in your research:- https://supportcenter.ungerboeck.com/hc/en-us/articles/204552178-Manage-User-Personnel-AccountsGeneralBusiness impact... see more
Headings not saved for the documents under events window

Anitha Khairnar | · 2 replies

Description of the issue: Headings not saved for the documents under events window Account name: Venues Otautahi Region: APAC Client version: 25.2  Steps to reproduce: Edit event ex: 38531 > Invoice tab > Select any invoice > Reports Select any ... see more
Report Naming Scheme - For multi-orgs Refer to Product Ideas

Ella Fancett | · 10 replies

Hi team, My client, ExCeL, recently acquired BDC (Business Design Centre) and so are looking to streamline their report organisation names when pulling invoices from the system. Scenario: the system to pull the organisation's name i.e. ExCeL Londo... see more
Space Utilization Report - Best Practices Refer to Product Ideas

Ella Fancett | · 4 replies

Hello team!Client: Harrogate Convention CentreQuestion: What's the best practice to not attach the below usages (Room Block and Event Related - Internal) to an event when running the report?Scenario: Currently, the space utilization report counts ... see more
Report Scheduling Answered

Himanshu | · 8 replies

Account name - City of Sydney Region - APAC Client version (Enterprise) - 25.12025062301 Description of the issueWhat does the client want to do? Why do they want to do this? Customer has an existing report titled “VMI Customer House Forward Even... see more
Character limit of the Headline Status field in reports

Joppe Borsboom | · 1 replies

In the Risk Action Report created with help from this Documentus post, the customer found that the text has been ‘cut off’. Presumably, this is because there is a character limit in the ‘Headline Status’ field. Is it possible to increase the chara... see more
EZWriter source in TEST is not storing the same script the client has currently in prod Refer to Support

Zach Lono | · 4 replies

Zendesk Ticket: 365875Account: National Inventors Hall of FameRegion: USArticles used in your research: Unable locate any related articles. GeneralBusiness impact if not resolved: They are unable to launch a new template for events which will affe... see more
DocuSign Migration to Azure Email Answered

Mike Schepker | · 7 replies

City of Prince GeorgeUS/Canada25.2Customer received the following email from DocuSign about changes to DocuSign. Is there anything we need to do on our end? Dustin said that he also received the email and DevOps would need to determine if we need ... see more
Momentus & Power BI

Minka Verkaar | Edited · 3 replies

Hi team, What are the options to connect Momentus with PowerBI? I know we have a few customers using this combination and especially to capture and retain historical data’ so that they can compare numbers with the same period last year, last month... see more
Will the Ask Momentus tool be available for all customers? Answered

Amy Durbin | · 3 replies

I shared the 2H roadmap with a customer last week and they are very excited about the AI features that are being developed.  They asked if the Ask Momentus tool will be available for them regardless of their licensing.  They are still on Perp lice... see more
Crystal report being phased out? Answered

Divya Thakur | Edited · 5 replies

Client has a ask that she has read SAP has officially phased out Crystal Reports for Enterprise (CR4E) as part of its Business Intelligence 2025 release with support ending in 2027. Can you confirm what the roadmap/timeline is to replace this in M... see more
Crystal Reports - Seeking Native Reporting Alternatives to BO-Hosted Crystal with dynamic prompts Answered

Himanshu | Edited · 9 replies

Hi Team,I'm working with a customer who uses a replicated database in conjunction with SAP Business Objects (BO) to run highly customized Crystal Reports with dynamic parameters. The organisation—City of Sydney—is preparing to decommission BO, whi... see more
Issues exporting reports from Momentus document into a compatible Word/excel document format

Anitha Khairnar | · 3 replies

Description of the issue: Upgrade  Account name: VenuesWest Region: APAC Client version: 25.1 Steps to reproduce: Edit event 32580 Run  report ex: "Event Briefing Notes V2" > Report opens Export to Word > Note that message display as the documen... see more
New Standard Report Functionality Questions Answered

Allison Ridings | · 4 replies

I have a customer who’s really excited about the new standard reports! They've been digging into them and are eager to start using these reports more, but a few questions have come up as they try to make sense of the data being displayed.1. Pace R... see more
View settings needed to allow use in a Views Gadget? Answered

Linda Moyer | · 7 replies

In View Gadgets, it says that if the options on the view in Advanced Options are not correct, you won't be able to select it for the gadget. You are then linked to the Views article, where the information does not tell you the settings for display... see more