You use statistics to track numeric values related to an event such as Local Attendance, Paid Attendance, Number of Room Nights, etc. at four different phases - Forecast, Revised, Ordered, and Actual. You can add statistics to events or add them to orders. You can also connect statistics to ordered items to automatically adjust the ordered units based on a statistics value (see Use Attendance for Order Quantities).
To add statistics to events or orders, you must configure them as a resource and add them to the appropriate price list(s).
Create the Statistics Resource Type
- Click the Resources link from the Main Menu. The Resources page opens.
- Click the Add button. The Add Resource window opens.
- Enter the necessary information:
- Type - Alphanumeric code beginning with a 6 (for example, 6000). This designates the resource type as a statistics resource.
- Resource Type Description - Description of the resource type. For example, Attendance Statistics or Utilization Statistics.
- U/M - How the item is measured. For most statistics, this field is set to Each (EA).
- Per - Time frame the statistic is tracked. For example, 1 per Event (EVT).
- Enter any additional information as needed. See Add a Resource Type for information about the available fields.
- Click OK.
- Repeat steps 2-5 for each statistics resource type you need.
Create the Statistic Resource(s)
- Click the Resources link from the Main Menu. The Resources page opens.
- Click the Add button. The Add Resource window opens.
- Enter the necessary information:
- Type - Select the statistics resource type you created in Create the Statistics Resource Type.
- Code - Unique alphanumeric code for the statistics resource.
- Code Description - Name of the statistics resource. For example, Local Attendance or Number of Meeting Rooms.
- U/M - How the item is measured. For most statistics, this field is set to Each (EA).
- Per - Time frame the statistic is tracked. For example, 1 per Event (EVT).
- Enter any additional information as needed. See Add a Resource for information about the available fields.
- Click OK.
- Repeat steps 2-5 for each statistics resource you need.
Create the Order Form
Using two order forms is recommended for statistics: Base Statistics and Optional Statistics. Configure the Base Statistics order form to add statistics automatically to the event, and configure the Optional Statistics order form for statistics you can manually add to the event. Do not use any other order forms for statistics orders.
If the statistics order forms already exist, skip to Add the Statistics Resources to the Price List. If the order forms do not exist:
- Click the Order Forms link from the Main Menu. The Order Forms page opens.
- Click the Add button. The Add Order Form window opens.
- Enter the necessary information:
- Description – Enter Base Statistics.
- Code – Enter SB.
- Select the Use For tab.
- Select Yes. This means that any statistics items assigned to the order form are automatically added to the event and a statistics order is created for the event.
- Click OK.
- Click the Add button. The Add Order Form window opens.
- Enter the necessary information:
- Description – Enter Optional Statistics.
- Code – Enter SO.
- Select the Use For tab.
- Select Partial. This means that any statistics items assigned to the order form are available for you to add to the event manually but are not automatically added for an event.
- Click OK.
Add the Statistics Resources to the Price List
How you need to add the statistics resources to the appropriate price lists. Even if the statistics items are not used on an order, they must still exist on the price list to add to an event.
- Click the Price Lists link from the Main Menu. The Price Lists page opens.
- Select the price list for the statistics resources.
- Right-click and select Edit. The Edit Price List window opens.
- Select the Price List Items tab
- Click the Add Items button. The Add Price List Items Form window opens.
- Select the statistics order form created in Create the Order Form.
- Click OK. The Add Price List Items window opens.
- Select the statistics resources created in Create the Statistics Resource(s). Use Ctrl+Click or Shift+Click to select multiple resources.
- Click the Select button.
Comments
14 comments
Is their anything moving forward to make any of these fields mandatory/required
0 upvotes
Hi Kris,
We currently do not have anything on our roadmap. Based on how required fields currently work, then they would have to be entered when the event is entered which wouldn't be applicable for all the statistics items being tracked.
Thanks,
Maggie
0 upvotes
Hi
Which table will we find the statistics?
Thanks
Kris
0 upvotes
er101
0 upvotes
Can we search and view statistics as we can service orders?
0 upvotes
Eddie - the best place to report on Statistics is through the Work Orders or Work Order Items pages. You are able to set a filter on both the pages for Order Type/Type - Order. Then select Statistics to report on only statistics orders. Set any other filters/columns as needed. Thanks.
Mark F
0 upvotes
Hi Mark,
We really need a more usable UI for Stats.
1) Can we have a full screen view for Event Stats? The tab preview just doesn't cut it a lot of the time. Not being able to easily expand this tab (as almost all other tabs can be) leads to some creative window bending
2) This would allow a true global window for stats across events making KPI reporting etc a breeze
3) We need to be able to add stats easier then click, click, click, scroll, click, click, click. There is no way (as there was in v19) to multi select a group of stats to add
4) Which leads to grouping stats. In v19 they were naturally grouped by Resource Type. In v20 the selection UI is just a multi-select dropdown (ungrouped). Perhaps this could be changed to a Select window (left - right) where the grids can be grouped by Resource Type. Additionally, the stats grid only has the Resource Type Code and not the Resource Type Description available for display. Grouping by 6XX123 makes no sense to the end user.
Anyway, Hoping some of this can be considered as I've found on-boarding people to stats in v20 faces a lot of resistance due to the UI where as v19 was very straight forward.
Thanks.
1 upvotes
All excellent points Sean.
Would you put this in the enhancement request section?
0 upvotes
Can I see Forecast Statistic Items from the Work Order Items screen? I'm having trouble finding a way to pull this information.
0 upvotes
Hi Tabitha,
You may need to add some fields to your Search Layout. Look for Order Item Phase - set to Forecast and Type - Order set to Statistics Order.
0 upvotes
HI Sean,
I can get it to show me the resource items, but I can't get it to show me the forecast amounts entered.
0 upvotes
You have a point - not sure why Forecast is an option in the Phase filters. Forecast orders do not create Work Orders.
You will have to view these via the Event only or wait until you upgrade to get the Statistics master screen.
0 upvotes
Thanks Sean! What is the statistics master screen and what version does it come with?
0 upvotes
Hi Tabitha,
From the v20.94 What's New document:
A new tab/section, Statistic Items, has been added to Events that allows you to display a break out of the statistic items for an event. Filters for phase, department, management report code and others are also included.
With the addition of this new tab/section it is now possible to create summary fields based on statistic items for an event.
In addition to the tab/section at the Event level, a main menu option has been added as well that allows you to view and report on statistic items across events.
The ability to create dashboard gadgets and reports across statistic items is also now possible.
0 upvotes
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