Getting Started with Reporting: A-Z Overview

• Report on activity by Date, Source, Class, Event, ID, Message, and Booker/Item or Booker/Product.
• Sort and customize columns.
• Filter by Date, Log, Staff, Priority, or Search.
• Save your filter selections for ease of use.
• Bookmark or share URL with filter selections intact.
• Export to MS Excel (.XLSX), CSV, PDF or XML.

• Staff changes to Time Slots for Item Events are not logged.
• Deleted Notes are not copied to the log.

• Reporting on account activity

• Report on Discount name, number of associated Bookings, Total Discount value, and Last date Used.
• Includes Discount name, the number of associated Bookings, Total amount saved, and date Last Used.
• Add Discounts.
• Sort data columns.
• Export to MS Excel (.XLSX), CSV, PDF or XML.

• This feature is not yet supported with products (Inventory > Products), a key feature of our Classic Products version of Checkfront. 
• Excludes Discounts that have not been used.
• Excludes Discounts associated with Void, Pre-booking, or Cancelled bookings.

• Reporting on active discounts

• Report on entries by Item/Product or Customer.
• Report on booking details, including the option to access associated Booking Invoices.
• Add a New Staff-side Booking.
• Add to an External Calendar (via iCal).
• Filter by date, Category, Item/Product, Status, Source, and keyword Search.
• Save your filter selections for ease of use.
• Bookmark or share the URL with filter selections intact.

• Waiver details are not displayed within booking details at this time.

• Overview of the Booking Calendar

• Report on Booking data such as Customer, Source, Amount, Amount Paid, Amount Due, and Status.
• Sort and customize columns.
• Report on Cancelled, Voided, and Pre-bookings.
• Change the booking Status from the Booking Index.
• Check-in or Check-out the booking.
• Bulk options to change the Status, Check-in/out, or Print bookings.
• View, Import, and Export with:
  • Booking Notes
  • Booking Form Fields
  • Taxes
• Import bookings via CSV file.
• Add a New, Staff-side Booking.
• Filter by Date Source, Date, Category, Item/Product, Status, or Source.
• Save your filter selections for ease of use.
• Bookmark or share the report URL with filter selections intact.
• Export to MS Excel (.XLSX), CSV, PDF or XML.

• Item Parameters and Product Guest Types (e.g. Guest, Adult, Child...) are not supported within this report.

• The Amount Due column shows a negative value if a credit is owed on a booking.

• Introduction to the Booking Index

• Report on Notes with Date, Booking ID, Staff member, Customer Name.
• Sort and customize columns.
• Filter by Date, Staff member, or Search Notes.
• Filter by for preset, Custom, or All Dates.
• Save your filter selections for ease of use.
• Export to MS Excel (.XLSX), CSV, PDF or XML. 

• The Date column reflects the Date the Booking Note was recorded, not the Booking Start Date.

• Introduction to Booking Notes

• Includes graph and bar chart of Booking Traffic over time.
• Report on the number of Web Bookings, Staff Bookings and Visitors by Date.
• Sort and customize columns.
• Filter by for preset, Custom, or All Dates.
• Save your filter selections for ease of use.
• Bookmark or share report URL with filter selections intact.
• Export to MS Excel (.XLSX), CSV, PDF or XML.

• Booking Traffic is not available per hour, only for specific dates over some time.

• Reporting on booking traffic

• Includes graph and bar chart of Booking Volume over time.
• Report on the number of Bookings, item/product Qty, and Total value of bookings by Date.
• Includes Discounts applied.
• Sort columns.
• Filter by for preset, Custom, or All Dates.
• Save your filter selections for ease of use.
• Bookmark or share the report URL with filter selections intact.
• Export to MS Excel (.XLSX), CSV, PDF or XML.

• The amounts shown within this report are a summary of the booking amounts and do not reflect any transaction data (monies received). 
• Excludes Cancellations, Imported bookings, Void bookings, and Pre-Bookings.
• The Booking Volume report might not align with the Booking Sales report depending on your account configuration, as the Booking Sales report includes Imported bookings.
• This report is not item or product-specific.

• Reporting on booking volume

View the following for a select date...

• List of Accounts Receivable.
• List of Unearned Revenue.
• List of Deposits Redeemed.
• List of Ledger entries.
• Summary of Debits and Credits by payment method.
• Debits and Credits by Payment Provider.
• Debits and Credits and by User Account.

• This report can be printed from your browser but not exported.
• Daily not weekly, monthly or custom views are available.

• Reporting on cashout

• Includes graph and bar chart of Commissions over time.
• Provides access to the Payout List.
• Report on data for Item/Product Total, Commission Amount, Commission Owed, and more.
• Sort and customize columns.
• Filter by Date Source, Date, Account, and Commission Status.
• Filter by for preset, Custom, or All Dates.
• Save your filter selections for ease of use.
• Bookmark or share URL with filter selections intact.
• Export to MS Excel (.XLSX), CSV, PDF or XML. 

• Excludes Commissions from Cancelled bookings.
• Includes Pre-bookings until they are automatically (30 days) or manually voided.

• Reporting on Partner commissions via the Commission Report
• Reporting on Partner commissions

• View up to 6 weeks' worth of dates.
• Drill down to view related Booking Invoices.
• Filter by date and Category.
• Save your filter selections for ease of use.
• Bookmark or share URL with filter selections intact.

• Excludes Cancelled bookings.

• Introduction to the Customer Calendar

• Report on Email, Customer Name, number of Bookings, Address, Total value, and more.
• Add a New Customer.
• Access Customer settings.
• Includes Imported Customer records.
• Sort and customize columns.
• Filter by Status, Countries, Customer (A-Z), Type, or keyword Search.
• Export to MS Excel (.XLSX), CSV, PDF or XML. 

• Customer Booking Form fields are not available within the Customer Directory. 

• Introduction to the Customers Directory and Customer Profiles

• Report on a monthly or yearly basis.
• View the Occupancy rate (%) and a few data points related to average and actual revenue. All this on a per-item or product basis. 
• Report on the number of Booked, Unbooked, Closed, Total availability and total Revenue, Average Rate, Average Slot, and Average Day.
• Sort data columns.
• Save your filter selections for ease of use.
• Bookmark or share URL with filter selections intact.
• Export to MS Excel (.XLSX), CSV, PDF or XML

• Report on the Day or Night allocation types only for both items and products. Items with Unlimited Inventory or a Time Allocation are not included in this report.
• Daily or other preset or custom date ranges are not currently supported.
• Does not track whether a booking has been paid and should not be used for accounting purposes.
• Alternatively, check out the Classic Products Inventory Calendar for a view of what is booked versus available!

• Reporting on occupancy

• Report on Discount Name, Voucher Code, Added Date, Used Date, and Booking ID.
• Filter by Voucher.
• Search Voucher Codes.
• Sort and customize columns.
• Save your filter selections for ease of use.
• Bookmark or share report URL with filter selections intact.
• Export to MS Excel (.XLSX), CSV, PDF or XML.

• Use descriptive names for your Discounts or Vouchers for easy identification within reporting.

• Reporting on promotions (vouchers)

• Includes bar chart of Revenue over time.
• Report on the number of Transactions, Payments, Refunds and Totals by Date.
• Filter by for preset, Custom, or All Dates.
• Save your filter selections for ease of use.
• Bookmark or share report URL with filter selections intact.
• Export to MS Excel (.XLSX), CSV, PDF or XML.

• This report is based on your transactions and each month’s Transaction Report.
• Gift Certificate usage, such as Gift Certificate redemptions or refunds, is not included in the Revenue report totals. As a result, totals may be less than the Transactions report, including Gift Certificate usage.

• Void bookings only display within the Revenue report if they are POS payments that have been voided. Void payments are deleted after 30 days.

• Reporting on revenue
• The Difference Between the Sales and Revenue Reports (video)

• Report on Item/Product Quantity, Discounts applied, Gross Sales, Net Sales, Total Paid, and Balance Owing data.
• Report on a Date Source of Created, Starts, or Ends to isolate bookings to suit your Tax reporting needs.
• View and Export with:
  • Booking Notes
  • Item Parameters or Product Guest Types (e.g. Guest, Adult, Child...)
    Taxes
• Filter by Date Source, Date, Staff member, Category, and Item/Product ID.
• Filter by preset, Custom, or All Dates.
• Save your filter selections for ease of use.
• Bookmark or share URL with filter selections intact.
• Export to MS Excel (.XLSX), CSV, PDF or XML.

• Includes bookings that are Paid fully, Paid partially, and unpaid.
• Includes Imported bookings.
• Excludes Cancellations, Void bookings, and Pre-Bookings 
• Not available within this report at this time:
  • Booking Form Fields
  • Archived Items/Products
• The Booking Sales report might not align with the Booking Volume report as the Booking Volume report excludes Imported bookings.

• The Balance Owing column shows a negative value if a credit is owed on a booking.

• Reporting on sales
• How can I report on Sales Tax for my business?
• The Difference Between the Sales and Revenue Reports (video)

• Report on transaction amounts collected, regardless of when the bookings took place.
• Report on Total amounts paid through your Payment Provider.
• Sort and customize columns.
• Filter by Date, Payment Type, Event, Staff Category, and keyword Search.
• Filter by for preset, Custom, or All Dates.
• Save your filter selections for ease of use.
• Bookmark or share URL with filter selections intact.
• Export to MS Excel (.XLSX), CSV, PDF or XML.

• The breakdown of Fees or Taxes is not available within this report. Please consult the Booking Sales and Booking Index reports for this information.

• Reporting on transactions 

• Available to Plus, Enterprise, and Flex plans.
• Report on Booking code, Document number, Document, Status, Updated Date and more.
• Sort and customize columns.
• Filter Date by Updated, Created, Completed.
• Filter for Custom Date ranges, in addition to seven other preset periods.
• Filter by Status or Template or Search Documents.
• Export to MS Excel (.XLSX), CSV, PDF or XML.

• The Export feature Exports the list of Waivers and Documents, not the actual Waivers and Documents.

• Introduction to waivers & documents 

• Select from 12 different Onboarding, Daily Management, and Reporting widgets.
• Customize on a per-Staff account basis.

• The summary includes...

  • Number of Web Bookings
  • Number of Staff Bookings
  • Number of Booking Page Visitors
  • Percentage Conversion Rate
  • Number of Transactions
  • Total Gross Revenue

   

• Sometimes referred to as the Snapshot Email.
• This email is only sent if you have had bookings in the last seven days.
• The Weekly Summary and Sales Report differ as the Weekly Summary displays the Number of bookings, whereas the Sales Report displays the Item/Product Quantity.
• The Weekly Summary displays values based on the transactions that occurred in that time period, whereas the Sales Report displays values based on when the bookings were created. 
• How the Conversion Rate is calculated is explained in our article here.

• Managing your Admin, Staff or Partner account profile