Reports

Generate and view reports

Turning Data Into Documents Across All Modules

The dbocl platform includes comprehensive reporting and export capabilities throughout all modules. Each section of the platform—People, Schedule, Files, Tasks, and Travel—offers specialized export options designed to create professional documents and share information effectively with different audiences.

Schedule Reports: The Mail Icon Function

Professional Itinerary Generation

The Schedule page’s most prominent reporting feature is accessed through the Mail/Envelope icon in the toolbar. This generates sendable and printable itineraries in PDF format, ideal for distribution to staff, vendors, and clients.

Report Builder Interface

When you click the mail icon, a comprehensive report builder opens with several customization sections:

Header Customization:

• Event Name and Location
• Logo upload or organization default selection
• Date display (single date or date range)

Body Editor:

• Select specific schedule items via checkbox selection
• Filter by tag, date, or assigned person
• Choose detail levels:
  • Just title and time for basic schedules
  • Full location and notes for detailed coordination
  • Include attached files (linked or embedded)
  • Include assigned contacts with roles, phone numbers, and emails

Report Options:

• Save configuration as preset template for reuse
• Choose export format: PDF (default) or DOCX (when available)
• Send via email to selected recipients or generate shareable links
• Mark as private for internal use only

Output and Distribution

Generated reports automatically format information into professional layouts with clean typography, logical time-based organization, and branded headers. Reports can be emailed directly, shared via links, or downloaded for printing and further distribution.

People Reports and Exports

Contact Lists and Directories

The People page includes comprehensive export functionality for creating contact lists, directories, and personnel reports.

Export Formats:

• CSV: For spreadsheet applications and data manipulation
• PDF: For professional distribution and printing
• Custom Reports: Filtered and formatted for specific needs

Export Content Options:

• Basic information (names, roles, contact details)
• Include preferences (dietary, travel, accessibility requirements)
• Include notes (team communications and documented interactions)
• Include tasks (assignments and responsibilities)
• Relationship data (organizational connections and emergency contacts)

Export Customization:

• Apply current page filters to export (department, status, tags)
• Select specific fields to include or exclude
• Choose date ranges for time-sensitive information
• Anonymize sensitive data for external sharing

Bulk Import Capability

The People page also supports bulk import via CSV upload using provided templates, with field mapping and duplicate detection features.

Task Reports and Progress Tracking

Project Documentation

The Tasks page offers export capabilities for project status reports, assignment tracking, and completion documentation.

Export Options:

• CSV and PDF formats for different distribution needs
• Filtered task exports based on current page filters
• Include task names, status, due dates, and assignees
• Optionally include comments and attached file references

Import Capabilities:

• CSV Import: Mass task upload using templates
• Field Mapping: Wizard-guided import process
• Support for subtasks, tags, and milestone associations

Travel Manifests and Itineraries

Comprehensive Travel Documentation

The Travel page generates both operational manifests and individual travel documents.

Export Types:

Full Travel Manifest (PDF or CSV):

• Comprehensive listing of all travel arrangements
• Respects applied filters for focused manifests
• Group by person or by travel segment
• Include attached files and documentation
• Option to include contact and logistics details

Individual Itineraries:

• PDF format with organizational branding
• Includes only relevant segments per person
• Complete journey details with timing and locations
• Optional email/send function for direct distribution

Import Support:

• Bulk CSV Upload: Template-based entry system
• Validation: Error checking before final import
• Support for multiple travel types and accommodation details

File Documentation and Inventory

File Management Reports

The Files page includes export capabilities for document inventories and file management reports.

Export Files:

• ZIP Downloads: Selected files bundled for distribution
• Linked PDF Reports: File listings with preview thumbnails
• Metadata Inclusion: Export with file descriptions, tags, and usage references
• Comment Export: Include team discussions and collaboration notes

Usage Insights (where available):

• Most viewed/downloaded files analytics
• Most assigned files tracking
• Dead file identification (uploaded but unused)
• Filter usage reports by time range, tag, or file type

Cross-Platform Export Features

Common Export Capabilities

All modules share certain export principles and capabilities:

• Filter Respect: Exports always respect the filters currently applied on each page, allowing for targeted document generation.
• Privacy Awareness: The system automatically respects privacy settings and user permissions when generating exports, ensuring sensitive information doesn’t appear in unauthorized reports.
• Format Flexibility: Most modules offer both CSV (for data manipulation) and PDF (for presentation) export options.
• Customizable Content: Choose what fields and information levels to include based on the intended audience and purpose.

Best Practices for Effective Reporting

Content Strategy

• Audience-Appropriate Information: Generate different reports for different stakeholders—detailed technical information for operations teams, high-level summaries for executives, simplified versions for external participants.
• Filter Before Export: Use the platform’s filtering capabilities to create focused reports rather than overwhelming recipients with unnecessary information.
• Privacy Considerations: Always review export settings to ensure sensitive information is appropriately protected based on the intended audience.

Template and Consistency

• Save Configurations: Use preset templates where available to maintain consistency across similar reports and future events.
• Regular Updates: For events with changing information, establish clear protocols for when to regenerate and redistribute reports.
• Version Control: When distributing static reports, include generation dates and version information to prevent confusion about current versus outdated information.

Distribution Methods

• Choose Appropriate Formats: Use PDFs for formal distribution and presentation, CSV for data analysis and manipulation.
• Leverage Integration: Take advantage of direct email distribution and shareable link options where available.
• Maintain Security: Use private markings and access controls for internal documents while creating appropriately public versions for external distribution.

The reporting and export system across dbocl modules transforms your event management data into professional, actionable documents. By leveraging the filtering, customization, and format options available in each module, you can ensure that every stakeholder receives exactly the information they need in the format that serves them best.