Preferred Venues Report

Modified on Wed, 2 Apr at 12:21 PM

The Preferred Venues Report displays all preferred venues set at either the office or client level.


Reporting on Preferred Venues at the Office Level

To view preferred venues set at the office level:

  1. Select the Preferred Venues Report from the reports dropdown menu.
  2. In the "Offices" field, tick the offices you would like to include in the report.
  3. Leave the "Client" field blank to view venues set at the office level.


Reporting on Preferred Venues for Specific Clients

To view preferred venues set for a specific client:

  1. Select the Preferred Venues Report from the reports dropdown menu.
  2. In the "Client" field, enter the client name you wish to report on.
  3. The report will display the preferred venues associated with that particular client.

 


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