Event Planner: Event Dashboard
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(Difference between revisions)
(New page: When you first launch and log into Event Planner, the Event Dashboard screen is displayed. It is also displayed if you are within an event and click the Home button. The Event Dashboard co...) |
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==Advanced Search== | ==Advanced Search== | ||
| + | If you click on Advanced Search, you can access search criteria that can enable you to narrow down results to a finer detail than may be possible using the event indicator searches. | ||
| + | |||
| + | <table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; "> | ||
| + | <tr style="background:#D1BC61;"> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 10pt; font-weight: bold; width: 150px;">Search Criteria</td> | ||
| + | <td style="padding: 3px; text-align left; font-size: 10pt; font-weight: bold;">Descripton</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Store Name</td> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt;">If you are set up in a multistore environment, select the store for the event.</td> | ||
| + | </tr> | ||
| + | <tr style="background:#f2ebd8;"> | ||
| + | <td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Start Date</td> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Select the starting date for events to include in your results.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">End Date</td> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Select the ending date for events to include in your results.</td> | ||
| + | </tr> | ||
| + | <tr style="background:#f2ebd8;"> | ||
| + | <td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Event Type</td> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Select the event type you are searching for; you can select All, Wedding, Party, or Other.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Order Created</td> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Select this box if you want to only search for events where orders have been created.</td> | ||
| + | </tr> | ||
| + | <tr style="background:#f2ebd8;"> | ||
| + | <td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">No Order Created</td> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Select this box if you want to only search for events where no orders have been created.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Event Name</td> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Enter the name of the event you are searching for.</td> | ||
| + | </tr> | ||
| + | <tr style="background:#f2ebd8;"> | ||
| + | <td style="padding: 3px; vertical-align:top; text-align:left; font-size: 9pt; font-weight: bold;">Employee</td> | ||
| + | <td style="padding: 3px; text-align:left; font-size: 9pt;">Select the name of the employee who created the event you are searching for. </td> | ||
| + | </tr> | ||
| + | </table> | ||
| + | |||
| + | When you have finished entering your criteria, click Search. Results are displayed below the search area. | ||
==Search Results== | ==Search Results== | ||
Revision as of 11:09, 23 August 2011
When you first launch and log into Event Planner, the Event Dashboard screen is displayed. It is also displayed if you are within an event and click the Home button. The Event Dashboard combines both an overview of events in your system and search capabilities.
Event Indicators
Advanced Search
If you click on Advanced Search, you can access search criteria that can enable you to narrow down results to a finer detail than may be possible using the event indicator searches.
| Search Criteria | Descripton |
| Store Name | If you are set up in a multistore environment, select the store for the event. |
| Start Date | Select the starting date for events to include in your results. |
| End Date | Select the ending date for events to include in your results. |
| Event Type | Select the event type you are searching for; you can select All, Wedding, Party, or Other. |
| Order Created | Select this box if you want to only search for events where orders have been created. |
| No Order Created | Select this box if you want to only search for events where no orders have been created. |
| Event Name | Enter the name of the event you are searching for. |
| Employee | Select the name of the employee who created the event you are searching for. |
When you have finished entering your criteria, click Search. Results are displayed below the search area.
Search Results
Results matching the current search (including the default search when you access Event Dashboard) are displayed below the event indicator buttons. You can see the following information for each event:
- Event Name
- Event Date & Time
- Event Status
- Total Dollar Amount for the Event
If you click More Info, the event expands to show all locations for the event and the following information about each location:
- Location Description
- Location Date & Time
- Location Name (The Name of the Facility)
- Delivery Type (Pick Up, Deliver, or Deliver & Setup)
When you click on the event name or a location name, the Event Setup or Locations screens are displayed (respectively).
