Create a booking summary report to get an overview of your booking information. This guide helps you compile and analyze booking data, allowing you to identify trends and make informed decisions.
🤓 Tip: You can run a booking detailed report if you want to obtain the details of your reservations, such as date, time or even the customer information.
Report your booking summary
Follow the steps below to report an overview of your bookings:
Click Reports, then Booking Report.
Ensure booking summary is selected from the top left.
Complete the following options from the right window:
Venue: Choose the diary from the list.
Date type: Report by booking date or visit date.
Date range: Select a period of dates.
Customise your report with these actions:
Add filter: Filter what information appears.
Group by: Regroup your information by parameters of your choice.
Select to report by covers or bookings.
Click Run Report.
📌 Note: Click Edit columns you see and their order to choose the columns that appear on your report and reorganise their order. You can also click Export, then Export as CSV to download your report.
Report your booking processed per month
Follow the steps below to create an overview report of your monthly bookings:
Click Reports, then Booking Report.
Ensure booking summary is selected from the top left.
Complete the following options from the right window:
Venue: Choose the diary from the list.
Date type: Set by booking made date.
Date range: Select a monthly period.
Select booking month under grouped by.
Select bookings under data.
Click Run Report.
Your month's processed reservations will always be the total bookings plus total cancellations bookings minus the walk-in bookings as these do not count towards your package limit.
🤓 Tip: You can hover your cursor over each cover type column name to get a brief description.