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.
Accessing the features mentioned in this article
Which Checkfront version supports this feature - Classic Items, Classic Products, or both?
- Reports are available to both those using classic items (Inventory > Items), a key feature of our Classic Items version of Checkfront, and those using classic products (Inventory > Products), a key feature of our Classic Products version of Checkfront.
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For a different perspective, check out our companion guide with answers to your reporting questions.
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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
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The 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.
- 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.
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- Staff changes to Time Slots for Item Events are not logged.
- Deleted Notes are not copied to the log.
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The 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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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.
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- 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.
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This tool is used to view bookings in a traditional calendar format.
- 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.
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- Waiver details are not displayed within booking details at this time.
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The Booking Daily List is most commonly used for analyzing inventory operations daily.
- 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.
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The Booking Notes report is most commonly used for accessing your list of bookings with notes to address action items.
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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.
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- The Date column reflects the Date the Booking Note was recorded, not the Booking Start Date.
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The 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.
- Includes graph and bar chart of Booking Traffic over time.
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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.
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- Booking Traffic is not available per hour, only for specific dates over some time.
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The 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.
- 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.
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- 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.
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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.
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The 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...
- 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.
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- This report can be printed from your browser but not exported.
- Daily not weekly, monthly or custom views are available.
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The Commission report is most commonly used for reporting on Partner Commissions - both owed and paid.
- 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.
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- Excludes Commissions from Cancelled bookings.
- Includes Pre-bookings until they are automatically (30 days) or manually voided.
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This 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.
- 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.
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- Excludes Cancelled bookings.
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This tool is used for managing Customer records. Use this report to view a list of Customers within your Checkfront account.
- 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.
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- Customer Booking Form fields are not available within the Customer Directory.
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The Daily Manifest is most commonly used for managing the upcoming day. Use this report to view booking updates and manage Bookers and Guests.
The 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.
This 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.
The Inventory Calendar is most commonly used for managing inventory availability. View Inventory availability by date, organized by Category and Item/Product.
The Inventory list is most commonly used for managing configured Items/Products within your account.
The 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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Report on a monthly or yearly basis.
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View the Occupancy rate (%) and a few data points related to average and actual revenue. All this on a per-item or product basis.
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Report on the number of Booked, Unbooked, Closed, Total availability and total Revenue, Average Rate, Average Slot, and Average Day.
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Sort data columns.
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Save your filter selections for ease of use.
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Bookmark or share URL with filter selections intact.
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Export to MS Excel (.XLSX), CSV, PDF or XML
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- 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.
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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!
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The Promotions report is most commonly used for monitoring promotions.
- 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.
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- Use descriptive names for your Discounts or Vouchers for easy identification within reporting.
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The 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.
- 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.
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The 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.
- 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.
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The 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.
- 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.
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The breakdown of Fees or Taxes is not available within this report. Please consult the Booking Sales and Booking Index reports for this information.
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Waivers and Documents are most commonly used for reviewing documents sent and submitted.
- 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.
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- The Export feature Exports the list of Waivers and Documents, not the actual Waivers and Documents.
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The optional Weekly Summary Email is a 7-day summary of key analytics and activity.
- Select from 12 different Onboarding, Daily Management, and Reporting widgets.
- Customize on a per-Staff account basis.
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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
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- 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.
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