Exporting the booking daily list

Export your Booking Daily List to share, analyze, or archive booking data. You can export all records or select entries in your preferred format for reporting, reconciliation, or operational review.

Learn how to export booking data from the Booking Daily List, including exporting all bookings, exporting select bookings, and understanding export options.

New to the Booking Daily List? Read the first article in this series for an introduction to the Booking Daily List.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Booking > Daily List
   

What more do I need to use this feature?

• Admin or restricted permissions to View all Reports (or the Daily List) and Export Data.
• Inventory configured and matching bookings!
   

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

To export all your bookings, follow these steps.

1. Open your Booking Daily List 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 Export to download your file.
10. Open the file in your preferred spreadsheet application (e.g., Microsoft Excel, Google Sheets, or Numbers).

Please take a look at the Export Modal section below for detailed descriptions of the export settings.

To export select invoice information, follow these steps. Start by opening your Booking Daily List with the necessary filters applied.

1. Use the checkboxes beside each category or booking to select invoices.
2. Click the Export button within the blue banner. 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 Export to download your file.
10. Open the file in your preferred spreadsheet application (e.g., Microsoft Excel, Google Sheets, or Numbers).

Please take a look at the Export Modal section below for detailed descriptions of the export settings.

Bookings with multiple items/products Bookings may contain more than one item/product, so a separate listing appears for each. If you select one of the listings, any other related listings are automatically selected. This feature is a quick way to identify bookings with multiple items or products!

Learn more about the Booking Daily List For a detailed look at instructions on bulk updates and invoices, check out the following articles: Bulk updating bookings from the booking daily list Viewing invoice booklets from the booking daily list

The Export modal allows you to choose your preferences for file exports.

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, good for printing or sharing.
• XML (eXtensible Markup Language) - 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.

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

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

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). 

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