Related Questions:
Organize my Bookings by Referral Source
Organize my Bookings by Pipeline Stage
Organize my Bookings by Lost Reason
Organize my Bookings by Space
I am looking for a report that shows our bookings and how many times they've booked with us
Environment:
Event Temple Web App
Answer:
There are multiple ways in which you can see your Bookings in the various Statuses.
Booking Graphs Report
You can visualize your Bookings in their various statuses (New, Tentative, Definite, Lost) and filter them by Referral Source, Pipeline Stage, Lost Reason or Space.
To access the Bookings Graph Report.
Click on Reports on the left-hand side of Event Temple
Select Bookings Graph Report from the list
Bookings List Report
To see your Bookings in a list that can be exported and manipulated, you can access the Bookings List Report and use the filters to select your parameters.
To access the Bookings List Report:
Click on Reports on the left-hand side of Event Temple
Select Bookings List Report from the list
Additional Information:
If you need to export the tables in your Bookings List report to manipulate it in a spreadsheet - you can do so by following these instructions