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Locate: Reports > Booking Sales
Prerequisites:
- Admin permissions or restricted permissions to View all Reports (or Booking Sales) and Export Data.
- Reports are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using Reports with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.
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Early Access Program The new product feature mentioned in this article is currently part of our Early Access Program, which means it is available to select Customers to try out and provide us with feedback. To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team. Find our complete set of help articles related to the Early Access Program here: Early Access Program. |
Overview
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With the Sales Report, you can access financial and sales data from several different, preset views. Each view provides data on Gross Sales, Net Sales, Total Sales, Discounts, Item or Product Quantity, and more from different perspectives.
There are seven different Sales Report types. Sales by Day, Booking Item or Product, Booking, Customer, Staff Member, Category, Item or Product, and Booking Fee.
Each of these can then be filtered by Date Source, Date, the Staff member who made the booking, booking Category, or by Item or Product.
In the following article, we start with how to use the filtering features to target more specific results. In addition, we look at how to configure the visibility of Columns and Export reports. All this, using the Item or Product report as an example. We then look at each type of report in detail.
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Exclusions and Inclusions✘ The Sales Report does not include Cancelled, Voided, or Pre-bookings. Please see the Booking Index (Reports > Booking Index) to report on these records. ✓ The Sales Report does include Imported bookings. |
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Booking Sales vs. Booking Volume ReportsThe Sales Report might not line up with the Booking Volume report as the Booking Volume report excludes Imported bookings and includes Discounts. |
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Learn more about your reporting options here: |
Report Filtering
Back to topAs mentioned above, each report can be filtered to produce very specific and targeted results. In addition to Date Source, you can filter your results by Date, the Staff member who made the booking, the item or product Category, or by a specific Item or Product.
- Date Source
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Date Source allows you to filter the data shown by the date the booking was Created, the date booking Starts, or the date the booking Ends.
- Date
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The Date filter allows you to choose a time frame for which to display data. In the example below, we have chosen to display the date for bookings Created within the Last 30 days.
The Date filter preset options provided are: All, Today, Yesterday, Last Week, Last 7 days, Last Month, All - past, Tomorrow, This Week, This Month, Next 7 days, Next 30 days, and All - upcoming.
You can report on a select date or date range by choosing the Custom option. This opens a date selector from which you can select the desired date or date range.
Please note, if a date is not included in the report, there were no bookings on that day.
- Staff Filter
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To filter results by a Staff member, click on the button labeled Staff and make a selection from the drop-down menu. The results display all bookings made by that Staff member during the chosen Date range.
Have a long list of Staff and Partners? Quickly and easily find the person you want to filter for, by entering their name into the keyword Search... at the top of the drop-down.
- Category Filter
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To filter results by item or product Category, click on the button labeled Category and make a selection from the drop-down menu. The results display all bookings that contain items or products from the chosen Category.
Quickly and easily find the Category you want to filter for, by entering their name into the keyword Search... at the top of the drop-down.
- Item or Product Filter
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To filter results by Item or Product, click on the button labeled Item ID or Product ID and make a selection from the drop-down menu. The results display all bookings that contain the selected Item or Product.
Avoid scrolling through a long list of Items or Products by entering their name into the keyword Search... at the top of the drop-down.
- Clear Filters
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Clear your search and filtering by selecting the X icon within each filter or at the end of the filter row.
Remember Filters
Back to topYou can configure your personal account to retain your filter selections within most reports and features so that you don't have to repeatedly select your preferred filters.
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Learn more about your Profile Filter settings here: |
Column Management
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Edit which Columns display via the icon at the top-right hand side of the page.
Columns can be turned on or off by selecting or deselecting the blue boxes as seen in the image above.
Columns may also be re-arranged by dragging and dropping via the control (dot pattern) to the left of each field, also seen above.
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Export
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You can Export your current Sales Report using the link in the top right corner. You are able to enter a name for the report and choose the output format.
Save As
Specify the name of the Export file. By default, the file name is the name of the report. You can edit the name of the file if needed by placing focus on the Save as field and entering the desired name.
Format
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
Save To
The report can be saved to your Computer, Email, or Google Drive.
Columns
Choose to Export Visible columns or All columns (if there are columns that you have chosen to hide in the online report view).
Max Rows
Choose to limit the maximum number of rows to Export (Max Rows) or choose to Export All Rows.
- Formatting
Use ISO Dates allows you to choose the format of dates within the Export.
- When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
- When not selected, you see the format as configured with the Date Format setting (Manage > Setup > Locale).
Sales Report: Day
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The Day Report shows the Sales by Day for the time frame selected.
Date
Depending on which Data Source you have chosen, the first column in the report is either Created, Start, or End date.
Item or Product Quantity
The next column displays the Quantity of Items or Products booked during the reporting period. This includes all items or products booked unless you're using a report filter.
Discounts
Total of any Discounts that were applied to the bookings for the date in question.
Gross Sales
Total revenue generated on the date selected, not including any Discounts that were applied to the bookings.
Net Sales:
Total revenue generated on the date selected, including any Discounts that were applied to the bookings.
Taxes:
Total tax applied to the bookings that day. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the bookings that day, including any applicable taxes and applied Discounts.
Number of Bookings:
The Number of Bookings for that Day.
Click on the top of any Column to adjust the sort order of the report based on that Column.
Sales Report: Booking Item or Product
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The Booking Item or Booking Product Report shows Sales by Booking for the selected time frame on a per-item or per-product basis.
The available data columns are as follows:
Booking Code:
Booking reference Code. This is hyperlinked and can be clicked on to access the Booking Invoice.
Status:
Shows the current status of the booking in question.
Item or Product Name:
Name of the Item or Product which has been booked. You can group like Items or Products together by clicking on the column header, as shown in the image above. Clicking again reverses the display order. The data in this field is hyperlinked, so you can click on the name to Edit the Item or Product.
Item or Product SKU:
Unique ID code assigned to your Item or Product by the Checkfront system.
Created Date:
Date on which the booking was made.
Staff:
Name of the staff member who made the booking (hidden from view in the screenshot above).
Customer Name:
Name of the Customer that made the booking. The data in this field is hyperlinked, so you can click on it to access the Customer record.
Item or Product Quantity:
The next column displays the Quantity of the Item or Product booked.
Discounts:
Total of any Discounts that were applied to the booking.
Gross Sales:
Total revenue generated, not including any discounts that were applied to the booking.
Net Sales:
Total revenue generated, including any Discounts that were applied to the booking.
Taxes:
Total Taxes applied to the booking. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the booking, including any applicable Taxes and applied Discounts.
Start Date:
The Start Date of the Booking.
End Date:
The End Date of the booking.
External Channel:
This shows the External Channel of the booking from the MyAllocator integration such as; Expedia, Air Bnb, Etc.
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The External Channels column only shows if there are bookings made through the MyAllocator integration. |
Click on the top of any Column to adjust the sort order of the report based on that Column.
Sales Report: Booking
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The Booking Sales Report shows Sales by invoice for those generated during the selected time frame.
The available data columns are as follows:
Booking Code:
Booking reference Code. This is hyperlinked and can be clicked on to access the Booking Invoice.
Status:
Shows the current Status of the booking in question.
Staff:
Name of the Staff member who made the booking.
Created Date:
Date on which the booking was made.
Customer Name:
Name of the Customer that made the booking. The data in this field is hyperlinked, so you can click on it to access the Customer record.
Item or Product Quantity:
The next column displays the quantity of the Items or Products booked.
Discounts:
Total of any Discounts that were applied to the booking.
Gross Sales:
Total revenue generated, not including any Discounts that were applied to the booking.
Net Sales:
Total revenue generated, including any Discounts that were applied to the booking.
Taxes:
Total Taxes applied to the booking. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the booking, including any applicable Taxes and applied Discounts.
Paid Total:
Total amount paid towards the Invoice balance.
Balance Owing:
Balance owing on the Invoice. This is the Invoice total minus any payments that have already been applied.
Start Date:
The Start Date of the Booking.
End Date:
The End Date of the booking.
External Channel:
This shows the External Channel of the booking from the MyAllocator integration such as; Expedia, Air Bnb, Etc.
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The External Channels column only shows if there are bookings made through the MyAllocator integration. |
Click on the top of any Column to adjust the sort order of the report based on that Column.
Sales Report: Customer
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The Customer Sales Report shows Sales by Customer for those that have made a booking during the time frame selected.
The available data columns are as follows:
Customer Name:
Name of the Customer that made the booking. The data in this field is hyperlinked, so you can click on it to access the Customer record.
Customer Email:
The Email address of the Customer who made the booking.
Customer Phone:
The Phone number, if supplied, of the Customer who made the booking.
Item or Product Quantity:
The next column displays the quantity of the Items or Products booked by the Customer during the selected time frame.
Discounts:
Total of any Discounts that were applied to the Customer's bookings.
Gross Sales:
Total revenue generated from the Customer, not including any Discounts that were applied to their bookings.
Net Sales:
Total revenue generated from the Customer, including any Discounts that were applied to their bookings.
Taxes:
Total Taxes applied to the bookings. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the bookings, including any applicable Taxes and applied Discounts.
Paid Total:
The Total amount Paid towards the Invoice balances.
Balance Owing:
Balance Owing on the Invoices. This is the Invoice total minus any payments that have already been applied.
Number of Bookings:
The Number of Bookings associated with that Customer.
Click on the top of any Column to adjust the sort order of the report based on that Column.
Sales Report: Staff
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The Staff Sales Report shows Sales processed by Staff members during the selected time frame.
The available data columns are as follows:
Staff:
Name of the Staff member to which the data is attributed.
Item or Product Quantity:
The number of Items or Products booked by the Staff member during the selected time frame.
Discounts:
Total of any Discounts that were applied to the bookings.
Gross Sales:
Total revenue generated, not including any Discounts that were applied to the bookings.
Net Sales:
Total revenue generated, including any Discounts that were applied to the bookings.
Taxes:
Total Taxes applied to the bookings. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the bookings, including any applicable Taxes and applied Discounts.
Click on the top of any Column to adjust the sort order of the report based on that Column.
Sales Report: Category
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The Category Sales Report shows Sales by Category for the selected time frame. If a Category is not listed in the report, then there were no bookings during that period.
The available data columns are as follows:
Category Name:
Name of the Category to which the data is attributed.
Item or Product Quantity:
Number of Items or Products booked in the Category during the selected time frame.
Discounts:
Total of any Discounts that were applied to the bookings.
Gross Sales:
Total revenue generated, not including any Discounts that were applied to the bookings.
Net Sales:
Total revenue generated, including any Discounts that were applied to the bookings.
Taxes:
Total Taxes applied to the bookings. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the bookings, including any applicable Taxes and applied Discounts.
Click on the top of any Column to adjust the sort order of the report based on that Column.
Sales Report: Item or Product
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The Item Sales or Product Sales Report shows Sales data for each individual Item or Product during the selected time frame. If an Item or Product is not listed in the report, then there were no bookings during that period.
The available data columns are as follows:
Item or Product Name:
Name of the Item or Product to which the data is attributed.
Item or Product SKU:
Unique ID code assigned to the Item or Product by the Checkfront system.
Item or Product Quantity:
Number of Items or Products booked during the selected time frame.
Discounts:
Total of any Discounts that were applied to the bookings.
Gross Sales:
Total revenue generated, not including any Discounts that were applied to the bookings.
Net Sales:
Total revenue generated, including any Discounts that were applied to the bookings.
Taxes:
Total Taxes applied to the bookings. Depending on your local Tax requirements, there may be more than one Tax column here.
Total:
Total amount received from the bookings, including any applicable Taxes and applied Discounts.
Number of Bookings:
The Number of Bookings for this Item or Product.
Click on the top of any Column to adjust the sort order of the report based on that Column.
Flex Plan and Booking Fee
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Are you on the Checkfront Flex plan? If so, the Booking Fee is displayed with the Sales report (Reports > Sales). This is the fee charged to Guests for Checkfront services. The above example shows the Booking Fee within the Day version of the Sales Report.
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Interested in our Flex plan? Learn more about the Checkfront Flex Plan! |