Whether you want to review your business' recent activity or build in-depth reports that give you the insight needed to develop it further, there's plenty of useful data associated with your customers, orders and transactions. You can generate a variety of reports and filter results based on your products, orders and customers as well as export your report data in Excel, PDF or CSV.
Types of Reports
From Settings > Reports, you can view several different reports:
| Report name | Description | Date used |
|---|---|---|
| Attendees | The Attendees Report is a register or manifest of purchaser and/or participant information for specific events. | Event |
| Orders | The Orders Report is a summary of your orders and the transactions recorded against those orders. | Order |
| Payments | The Payments Report displays all transactions recorded in the system, including the method, gross and net amounts. | Order |
| Events | The Events Report displays all events and details about them, such as bookings. | Event |
| Volume | The Volume Report displays a range of intelligent statistics including new orders, new customers, refunds made etc within a given period. | Order |
| Finance | If you use external financial packages, BookingLive can offer a report to cover details of financial transactions. | Order |
Exporting Reports
Using Export in the top-right of the Report screen you can export your reports to Excel, PDF and CSV files.
NOTE:
If using the Excel Export option, you are provided with the ability to upload an .XLS file to use as a template. In order to utilise this, you need to include the merge tag {$ReportData} in a cell on this .XLS document. The template will retain any formatting and styling that you set in the template.
Report Filters
When you filter data on any report, it generates the data to match the filters you apply. You can also add multiple filters to a report, depending on the report selected, it is possible to filter based on:
| Filter | Attendees | Orders | Events | Payments | Volume | Finance | Outstanding Balance | Feedback |
|---|---|---|---|---|---|---|---|---|
| Date Range | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | |
| Days | ✓ | ✓ | ||||||
| Locations | ✓ | ✓ | ✓ | ✓ | ||||
| Products | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ||
| Resources | ✓ | |||||||
| Checked-In | ✓ | |||||||
| Organisations | ✓ | ✓ | ✓ | |||||
| Source | ✓ | |||||||
| (Order) Status | ✓ | ✓ | ✓ | |||||
| Type | ✓ | |||||||
| Method | ✓ | |||||||
| Product Group | ✓ | ✓ | ||||||
| Staff | ✓ |