Skip to main content

Exporting the Daily Manifest

Export your Daily Manifest to share, analyze, or archive your booking and guest data. Exporting provides a portable snapshot of your day’s operations - perfect for reporting, distributing to Staff, or maintaining historical records.

Learn how to export the Daily Manifest, including instructions on exporting the Daily Manifest and understanding the export settings.

Callout icon of a cap and certificate, indicating additional learning resources.

New to the Daily Manifest? 

Check out the first article in this series: Daily Manifest: Introduction.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Booking > Daily Manifest > Export
     

What more do I need to use this feature?

  • Admin or restricted permissions to View all Reports (or Daily Manifest) and Export Data.
  • Admin or restricted permissions to View all Reports (or Revenue) to access the Revenue Report from Insights.
  • The Guest Form (Manage > Integrations > Guest Management) integration is required to collect and include Guest information within your Daily Manifest.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products).  → Learn more about products
 

Exporting the daily manifest

Back to top

Daily

You can export the Daily Manifest by following these steps:

  1. Open your Daily Manifest for the desired date.
  2. Click the Export button (represented by a download symbol). Clicking the option opens the Export modal.
  3. Enter the name of the file within the Save As field.
  4. Select your preferred file Format.
  5. Select the destination for your export file from the Save To drop-down menu.
  6. Choose whether to export all or visible columns only from the Columns drop-down.
  7. Specify the maximum number of rows to export (optional) using the Max Rows input field. By default, the system selects All Rows for export.
  8. Choose to Use ISO Dates by selecting the checkbox next to the Formatting field.
  9. Click the Export button to download your file.
  10. Open the file in your preferred spreadsheet application (e.g., Microsoft Excel, Google Sheets, or Numbers).

Export file example in Apple Numbers

Below, we go into more detail regarding configuring your export.

 

Callout icon of pencil indicating an important note.

First four columns fixed

The system fixes the first four columns of the export:

  • Booking Code
  • Product Name
  • Booker Name
  • Booker Email 

The remaining data in the export file reflects the information you have chosen to display in your Daily Manifest.

 

Understanding the export modal settings

Back to top

Export settings window showing options to save the daily manifest by file name, format, location, columns, and rows before exporting.

The Export modal lets you set your file export preferences.

 

Save As

Enter the name of your export file. 

  • By default, the file name includes the report's name and date range.
  • You can edit the file name by entering a different name in the Save as field.

 

Format

Choose the file type for your export:

  • MS Excel (XLSX) - Microsoft Excel spreadsheet.
  • CSV - Comma-separated Value file, easy to use in Excel or Google Sheets.
  • PDF (Portable Document Format) is good for printing or sharing.
  • XML (eXtensible Markup Language) is useful for system integrations.

 

Save To

Decide where the export should go:

  • Computer - Download directly to your device.
  • Email - Send a secure link to your inbox (we host this file on Google Cloud Storage).
  • Google Drive- Save straight to your connected Drive account.

 

Callout icon of pencil indicating an important note.

Files securely hosted in Google Storage

The system emails exports as links to the files securely hosted in Google Cloud Storage.

 

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more about Google Drive

For a detailed look at exporting to Google Drive, check out the following article:

 

Columns

Choose whether to export:

  • Visible columns - Exports only what you see in your Item Events list.
  • All columns - Exports all available data.

NOTE: With this report, all columns are always visible, so you get the same result with either option.

 

Max Rows

Control how many rows you include in the export:

  • Export All Rows - Full dataset.
  • Limit Rows - Useful if you only need a sample or a smaller file.

 

Formatting

Choose how dates are displayed:

  • Use ISO Dates - Standard format YYYY-DD-MM  (e.g., 2020-06-09).
  • Use ISO Dates (not selected): This option uses the date you set in the Date Format setting (Manage > Setup > Locale). 
     

Next Steps

We examine the management of Waivers and Documents from the Daily Manifest in the following article within the series. 

 

< Printing the Daily Manifest  |  Managing waivers and documents from the Daily Manifest >

 

 

Related to