Checkfront provides many reports and tools to help you analyze and act on your bookings and payment data.
The following is a list of resources available to you with an overview for each, including links to related help articles.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
Current: Growth (Online Booking Fee), Growth (Subscription), Managed
→ Learn more about our new plans or how to change your plan.
Which Checkfront version supports this feature - classic, new or both?
- Reports are available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
New to Checkfront - Products ✨ With our newest version of Checkfront, we have added products (Inventory > Products) as the successor to items (Inventory > Items). Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information. |
For a different perspective, check out our companion guide with answers to your reporting questions. |
Expert Tips from Checkfront Support: Sharing Reports "Do you need to give someone access to your reports, e.g. your accountant? You can create a Staff account for them with restricted permissions to view reports. Alternatively, you can export reports in various formats." Learn more about Staff accounts and permissions here - Ben, Technical Support Team Lead |
Account Activity
Back to topThe Account Activity report is most commonly used for monitoring account activity and troubleshooting. The report is a detailed journal of the events that occur in your system.
Use this report to review Staff, Partner, and Customer activity, including locating and identifying problems that might occur during regular system usage.
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Active Discounts
Back to topThe Account Discounts report is most commonly used for reporting on Discounts used. Use this report to view a simple list of discounts attached to at least one booking.
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Booking Calendar
Back to topThis tool is used to view bookings in a traditional calendar format.
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Booking Daily List
Back to topThe Booking Daily List is most commonly used for analyzing inventory operations daily.
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Booking Index
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Booking Notes
Back to topThe Booking Notes report is most commonly used for accessing your list of bookings with notes to address action items.
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Booking Traffic
Back to topThe Booking Traffic report is most commonly used for monitoring and comparing booking traffic trends over time. Use this report to view Web Bookings, Staff Bookings, and Visitors trends.
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Booking Volume
Back to topThe Booking Volume report is most commonly used for monitoring booking trends over time. Use this report to identify Booking numbers and trends over time based on sums of Booking Invoice totals.
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Cashout
Back to topThe Cashout report is most commonly used to report amounts received vs. owing for a select day. Use this report to review financial transactions related to a specific day from an Accounting perspective.
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View the following for a select date...
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Commission
Back to topThe Commission report is most commonly used for reporting on Partner Commissions - both owed and paid.
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Customer Calendar
Back to topThis tool is used to view bookings by Customer in a traditional calendar format. Use this report to view Customer bookings by date, organized by Category and then by item/product.
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Customer Directory
Back to topThis tool is used for managing Customer records. Use this report to view a list of Customers within your Checkfront account.
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Daily Manifest
Back to topThe Daily Manifest is most commonly used for managing the upcoming day. Use this report to view booking updates and manage Bookers and Guests.
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Dashboard
Back to topThe Dashboard is most commonly used for monitoring important information about your business. It is the central hub of your Checkfront account and the first screen you arrive at after logging in. It provides ready access to the most important and up-to-date information on your business.
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Discount List
Back to topThis Discount List is most commonly used for managing configured Discounts. Use this report to view a list of the multi-use Discounts configured for your account.
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Inventory Calendar
Back to topThe Inventory Calendar is most commonly used for managing inventory availability. View Inventory availability by date, organized by Category and Item/Product.
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Inventory List
Back to topThe Inventory list is most commonly used for managing configured Items/Products within your account.
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Occupancy
Back to topThe Occupancy report is most commonly used for reporting Occupancy rates over time. Use this report to identify performing inventory through monthly Occupancy and booking volume trends, including a detailed monthly overview of your item/product availability.
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Promotions
Back to topThe Promotions report is most commonly used for monitoring promotions.
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Revenue
Back to topThe Revenue report is most commonly used to report on payments received over time. Use this report to view the money you have received for each booking.
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Sales
Back to topThe Sales report is most commonly used to report sales numbers from seven perspectives! Use this report to view Sales numbers and trends over time, based on sums of Booking Items/Products.
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Transaction
Back to topThe Transaction report is commonly used to report on payments received through Payment Providers or other methods. Use this report to view a list of your transactions based on date range, traffic source, or transaction type.
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Waivers and Documents
Back to topWaivers and Documents are most commonly used for reviewing documents sent and submitted.
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Weekly Summary Email
Back to topThe optional Weekly Summary Email is a 7-day summary of key analytics and activity.
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