Booking List Report
Updated over a week ago

The Booking List Report can be used to see all your Bookings across Event Temple through various parameters. By applying filters to the list, you can tell various stories about your Event Temple data. Here are a few examples.

By setting a filter for Inquiry Date > Last week, your team can see a list of all new Bookings that inquired about a Booking Lasts week. This can be set and accessed on a weekly basis. The data in this report can be grouped by various parameters, including Referral Source, Account, Contact, User to better organize your information.

A report showing all Definite Blocked Room Revenue for a certain time period (i.e. Next Month) can be fashioned by applying the following filters:

Booking Status > Definite

Has Group > Yes

Booking Start/End Date > Next Month

Then, set the following columns to "Columns in Use": Blocked Rooms & Blocked Guestroom Revenue

There are countless parameters that can be set within this report.

You can save these Report filters, and in doing so, include it as a custom report to the Reports Tab. In the image below, we have 2 custom reports saved.


How to Use the Booking List

  1. Click on Reports in the left-side sidebar

  2. Click on Booking List

  3. Select Filters

  4. Group By Filter (if desired)

  5. Select the Columns you would like to make visible

  6. Save Report (Name the Report)

  7. Export As (CSV), HTML or PDF (if desired)


Important Considerations about the Booking List Report

The Booking List Report can display the Booking Status and the Pipeline Stage. Users should maintain the correct Status, Revenue, and Stage for each Booking, Group, and Event for comprehensive data analysis in this report.

Exporting to HTML or PDF will include a Revenue Summary of all Bookings in the filtered report, and Grouping (if selected). It's broken down by revenue category, taxes, fees and overall.

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