How to Generate a Planning & Scheduling Listings Report

Modified on Wed, 16 Sep at 5:35 PM

Welcome to Board.Vision Tutorials! 


In this tutorial, we will walk you through the steps to generate a planning and scheduling listings report.


Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).


To generate a planning and scheduling listings report:


1) Log in to your Board.Vision account using your registered email address and password.  


2) From the left menu, go to Reports. 


Choose the Start Date and End Date for the required reporting period. Then, click on Download Report. 


4) Once you have clicked on Download Report, the report will be saved to your desktop/laptop in excel format.  


Important Notes:

 

  • Company Scope: Generated at the individual company level (not company group level).

  • Status Filter: Includes 'Date Finalised' Schedules only.

  • Sorting: Records are ordered chronologically in ascending order (oldest to newest date).


You have completed the tutorial on how to generate a planning and scheduling listings report. 


If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help. 

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).

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