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Reports

How to use the bookings report

The Bookings report answers how many reservations you took, which items filled, and how status and payment mix look for a period. Charts sit above a detailed grouped table.

The Bookings report answers how many reservations you took, which items filled, and how status and payment mix look for a period. Charts sit above a detailed grouped table.

Bookings report

The Bookings report answers how many reservations you took, which items filled, and how status and payment mix look for a period. Charts sit above a detailed grouped table.

  • Choose whether the period is By date purchased, By booking date, or By item date so the same reservation is counted the way your team thinks about it.
  • Status slices include Confirmed, Checked-in, Cancelled, No-show, and Pending.
  • The detailed table groups by Month & Year, Item, Status, and Payment Status, then shows Total Bookings, Amount, and optional Avg booking value.
  • Filter by status, payment status, item, and source, then search when you need a narrower cut.
  • Use this report for occupancy conversations and for spotting cancelled or unpaid volume before the week starts.

Tips

  • Match the date basis on the Bookings report (purchased vs booking date vs item date) to the question you are answering.
  • Export after filters are set so the spreadsheet matches the on-screen story.
  • If a report looks empty, confirm the top-bar location and that your role has view:reports.
  • Memberships will not appear on the hub until the memberships program is active.