What is the Bookings Detailed Report?

The Bookings Detailed Report is an excellent way to compare year over year sales and volume, identify booking trends, gain perspective of your overall events business and make projections of potential business.  In just a few easy steps, you'll be able to leverage this report to better understand the details of your events business. Here's how!

  1. Click on the 'Reports' tab at the top of the page. 
  2. Click on 'Bookings Detailed Report' found in the middle of the page.
  3. The Bookings Detailed Report will automatically be filtered by Event Date: This Month and Confirmed, Tentative, Prospect, Closed and No Status. Adjust each filter (Owners, Locations, Created Date, Event Date, Statuses) to generate a specific report.
  4. With all your filters set, its time to export to Excel! Use the 'Download Report' button. 
  5.  Save this file to your desktop and email or print this out for your team as needed! 

Note: Detailed Reports will update every 24 hours at 7:00am EST. As a best practice, use the Report Builders for real time data! 

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