How to get here
In the left-hand menu, click Reports.
Click the + Add report button.
You are now on the Create new report screen.
Step-by-step guide
Step 1 — Configure the report toolbar
At the top of the page, inside the toolbar card, you set the basis for your report:
Data source
Required. Select one or more data sources from the drop-down menu. This tells the system which data to fetch. You must select at least one data source before the system can load any rows.
From date
Required. The start date of the report period. Select it from the date picker.
To date
Required. The end date of the report period. Must be the same as or later than the From date.
Once a data source is selected and there are tables in the report, the system automatically fetches the matching rows.
Step 2 — Add tables
Below the toolbar you will see an Add new table button centred on the page. Click it to add a table to your report. Each table is a block of data you can configure independently — choosing columns, sorting, and filtering within the table. You can add as many tables as you need — click the button again for each additional table. While data is loading, you will see a skeleton placeholder so you know the system is working.
Step 3 — Configure each table
Once a table appears, you can customise it: select which columns to display, and rearrange or remove columns as needed. Each table draws from the data source and date range you set in the toolbar. Repeat for each table you have added.
Step 4 — Save the report
Click the Save report button in the top right corner of the page. A dialog appears with the following fields:
Name
Required. Give your report a clear, descriptive name (e.g. "Monthly revenue overview").
Description
Optional. A note explaining what this report is for.
Is global
Optional. Switch this on (default is on) to make the report visible to all administrative users. Switch it off to keep it private to you.
Type
Optional. Select a report type from the list if you want to categorise the report.
Click the Save button inside the dialog to confirm. The system creates the report template and redirects you to the report list. A success notification confirms that the report was saved.
Do you need help?
Contact BookingBoard support via the chat in the system or at support@bookingboard.io.