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







(Order) Status



Product Group


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]




Order Reference

Order Status

Product Group

(Event) Start Date Time

(Event) End Date Time


Order Date

Order Value

Order Paid

Order Source

Order Modified Date

Order Outstanding

Order Comments/Notes

Total Value


Event Group Code
How Did You Hear About Us?

Age On Event Date

Accounting Code

Product Pricing Chosen

Order IP Address



Tax / VAT

Order Charges

Resource Type


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