About Reports

Whether you want to review your business's 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.

From the Reports module you can:

  • Generate reports and filter results based on your products, orders and customers
  • See how your business's total sales vary month-to-month
  • Identify which products are selling — or which ones aren't
  • Export your report data in Excel, PDF or CSV

Available Reports

From the Reports module, you can view several different reports about your business. They're organized into several categories:

Report nameDescriptionDate used
AttendeesThe Attendees Report is a register or manifest of purchaser and/or participant information for specific events.Event
OrdersThe Orders Report is a summary of your orders and the transactions recorded against those orders.Order
PaymentsThe Payments Report displays all transactions recorded in the system, including the method, gross and net amounts.Order
EventsThe Events Report displays all events and details about them, such as bookings.Event
VolumeThe Volume Report displays a range of intelligent statistics including new orders, new customers, refunds made etc within a given period.Order
FinanceIf you use external financial packages, BookingLive can offer a report to cover details of financial transactions.Order

Exporting Reports

Using the Export menu in the top-right of the report screen, you can export your reports to Excel, PDF and CSV files.

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 regenerates 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:

FilterAttendeesOrdersEventsPaymentsVolumeFinanceOutstanding BalanceFeedback
Date Range
Days





Locations



Products

Resources






Checked-In






Organisations




Source






(Order) Status




Type






Method






Product Group





Staff







Create Bespoke Reports

To create a report click the "Duplicate" or "Create" links. The default fields will load. To add new fields click the + icon. The available fields within the drop down will include all purchaser and participant fields you have set in your booking forms. The extra columns field allows you to add empty columns to the report with a column heading only.

To edit an existing report view select the view in the "Saved views" dropdown then click the "Edit" link.

To delete an existing report view select the view in the "Saved views" dropdown then click the "Delete" link.


Data ItemAttendeesOrdersEventsPaymentsVolume
Product Name(s)

Participant [Fieldname]



Purchaser [Fieldname]


Type - [Fieldname]



Location


Resource

Upsells



Order Reference

Order Status



Product Group



(Event) Start Date Time


(Event) End Date Time


Organisation

Order Date


Order Value


Order Paid


Order Source


Order Modified Date



Order Outstanding


Order Comments/Notes

Total Value



Checked-In



Event Group Code
How Did You Hear About Us?


Age On Event Date



Accounting Code



Product Pricing Chosen



Order IP Address


Gross


Net


Tax / VAT


Order Charges



Resource Type



Tags



Publish Date Time



Unpublish Date Time



Attendees Booked



Attendees Checked In



Minimum Attendance Limit



(Event) Capacity



(Payment) Date



(Payment) Time



(Payment) Type



(Payment) Method



Transaction Id



Transaction Processed By



Transaction Description



WorldPay Transaction ID



Event Dates



Volume Date



New Users



Return Customer



Total Orders



Total Order Items



Orders Cancelled



Refunds