What are Report Builders?
The Report Builder section features the Leads Export Report, Payments Export Report, and Bookings Export Report. These Reports give you all of the information you need, and none that you don't by letting you choose which columns are included in your report before downloading to Excel.
Leads Export Report:
"The Leads area of Gather can be a powerful sales tool! If you're consistently converting and archiving your Leads, you'll be able to keep track of your Conversion Rates and Lost Sales. It can also be used to create pointed marketing e-mails. Your Leads Export Report is an excellent tool to: analyze the success or value of specific locations or rooms, track the source of your incoming inquiries, link leads to converted events, and segment your leads by Status."
Payments Export Report:
"Your Payments Export Report is an excellent tool to: review outstanding payment requests, search for types of transactions (i.e. Credit Card, check, etc.), analyze the number of refunds processed, and reconcile payments with accounting teams."
Bookings Export Report:
"Your Bookings Export Report is an excellent tool to: analyze the success or value of specific locations or rooms, track how you are getting your business via channels, monitor the success of specific campaigns, segment your business by event type" and much more.