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.
The statistics available for an event are determined by the price list assigned to the event. For more information, see Statistic Resources.
Automatically Assigned Statistics
When you create an event, you may notice that some statistics are automatically assigned to the event. These are statistics assigned to the Base Statistics order form (SB) for the price list assigned to the event. The automatically added statistics are assigned to the default booking function.
Manually Added Statistics
If you want more statistics available to add to an event but do not want them to add automatically, you can add those statistics to the Optional Statistics order form (SO) from the event price list. You can add these optional statistics to the default booking function or any other function. You must add all statistics to a function.
To manually add additional statistics to an event:
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event for the statistics you want to add.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Statistics tab.
- Click the Add button. The Add Statistics screen opens.
- Select the function(s) to add the statistics from the Function(s) drop-down. If the function you want to add the statistics to is not available, see Make a Function Available for Statistics.
- Select the statistic(s) for the selected functions from the Statistics drop-down. The available statistics are from the ‘Statistics – Optional’ order form on the price list assigned to the event.
- Click OK. The selected statistics display on the Statistics tab. The default view groups statistics by function.
Enter Statistic Values
You enter Forecast, Revised, and Ordered values for each statistic in the Statistics tab. Each statistic has editable columns for Forecast, Revised, and Ordered. You may need to Show Columns to add them to your view.
After you enter the values for each column, click the OK or Save button to save the values.
The Actual field value is added through the Work Orders process. See Work Order Item Actuals for information about creating the value for the Actuals column of each statistic.
Delete Statistics from an Event
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event that needs the statistics removed.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Statistics tab.
- Select the statistic(s) to delete. Use Ctrl+Click or Shift+Click to select multiple statistics.
- Right-click and select Mark for Delete.
- Click OK.
Make a Function Available for Statistics
To add statistics to a function, you must set the function for use with statistics. The default booking function is automatically available for statistics. To add make additional functions available for Statistics:
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event that needs the functions set for statistics.
- Right-click and select View -> Event Planning -> Event Functions. The Event Functions screen opens.
- Select the function you need available for statistics.
- Right-click and select Edit -> Edit. The Edit Event Functions screen opens.
- Check the Statistics check box. You may need to add this field to your screen layout.
- Click OK.
Comments
16 comments
Hi
Can we make this a required field in V20, I have tried to complete this via the field restrictions using the required option but I am unable to as read only fields cannot be protected or required.
Thanks
Kris
0 upvotes
Hi Kris,
Can you clarify which field you are trying to make required?
Thanks,
Maggie
0 upvotes
Sorry Maggie that would have been useful to put this.
Its the Statistics field.
0 upvotes
Hi Kris,
Are you referring to the Statistics tab/section on the Add/Edit Event screen? If so, there isn't currently a way to require a tab/section to be required.
If you are referring to a Statistics field, I'll need to know more about where you are adding the field as I'm not familiar with a standard Statistics field available on the Add/Edit Event screen.
Thanks,
Maggie
0 upvotes
The text after step 6 appears incorrect?
The Actuals column is greyed out and values cannot be entered here.
0 upvotes
Hi Jason,
I will clarify the article - the intention wasn't that it could be edited directly from the screen but rather the information is available to be added in general for the statistics item.
Thanks,
Maggie
0 upvotes
HI Maggie
Me again for statistics, we can add a field restriction for Statistics on the events screen however we can't click OK to apply the restriction due to this being read only, can we make this not read only?.
Thanks
Kris
0 upvotes
Kris,
This isn't expected behavior, can you please submit a ticket?
Thank you!
--Carrie
0 upvotes
What is the process in v19? We typically have statistics show up for every event, but we have one that doesn't have any statistics fields showing. How can I get them to show so we can populate them?
0 upvotes
Hi Jeanne,
One of the first things to check is that the price list being used on the event has statistics on it - is the event that is not displaying the statistics using a different price list than the other events?
If it's a different price list, then you will need to check that Price List to see if it has class 6 (statistics) items on it. A class 6 item would have a resource code that starts with a 6. If the price list has no items with a resource code starting with a 6, then the statistics items need to be added to the price list and then they can be assigned to the event.
If it is the same price list as the other events, you'll still want to verify that the class 6 resources are on the price list in case they were made inactive or deleted. Once you have verified that, then go to the Edit Event screen and click on the Statistics tab. On the left side of the screen, in the blue area, are statistics which have not been assigned. In the right side, the white area, are statistics that have been assigned. Verify that statistics are displaying on the right side of the screen. You can move statistics from the left side to the right side by selecting the statistics on the left side, right clicking and selecting Copy.
Thanks,
Maggie
0 upvotes
Is it possible to create an extra column to enter figures within the Statistics tab, i.e. Pick Up.?
0 upvotes
Hi Melanie,
Extra columns can't be configured on the Statistics column. Would it be possible to use the Actual column for this number?
Thanks,
Maggie
0 upvotes
Hi Maggie
How can I populate into the actual box, my box is grayed out.
I have created service orders, invoiced and closed off thinking this would populate the actual box, but to no avail.
Thanks
Kris
0 upvotes
Hi Kris,
Statistics Orders create work orders like Service Orders do. You will need to 'complete' the Work Orders to get the actuals. I suggest doing it via the Work Order Items grid and use the Entry Units field.
0 upvotes
Is it possible to limit access to statistics based on role, such as making specific statistics read-only to certain roles?
0 upvotes
I have removed several statistics from the "Base Statistics" order form on a price list and added them to the "Optional Statistics" order form. However, when I create a new event, the statistics on the "Optional Statistics" order form are still being automatically added to the event. Is this a problem with the resource?
0 upvotes
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