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Getting Started with Reporting: A-Z Overview

Checkfront provides many different 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 plan do I need to use this feature?

✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |

Where can I find this feature using the top menu?

See the following locations.

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.

 

Products

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please reach out to our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

Book

For a different perspective, check out our companion guide with answers to your reporting questions.

 

Account Activity

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Account Activity

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.

 

Features

Important to Note

Learn More
  • 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.
  • Staff changes to Time Slots for Item Events are not logged.
  • Deleted Notes are not copied to the log.

 

↪ Our Account Activity report has been recently updated, and we continue to improve the feature based on your feedback! 

 

Active Discounts

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Active Discounts

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.  

 

Features

Important to Note

Learn More
  • 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.
  • This feature is not yet supported with products (Inventory > Products), a key feature of our newest version of Checkfront. 
  • Excludes Discounts that have not been used.
  • Excludes Discounts associated with Void, Pre-booking, or Cancelled bookings.

↪ Our Account Discounts report has been recently updated, and we continue to improve the feature based on your feedback! 

 

Booking Calendar

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Booking Calendar

This tool is used to view bookings in a traditional calendar format.

 

Features

Important to Note

Learn More
  • 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.
  • Waiver details are not displayed within booking details at this time.

↪ Our Booking Calendar has been recently updated, and we continue to improve the feature based on your feedback! 

 

Booking Daily List

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Booking Daily List

The Booking Daily List is most commonly used for analyzing inventory operations daily.

 

Features

Important to Note

Learn More
  • Report on bookings for Today, Tomorrow, or a custom date.
  • Report on a Daily Summary of Item/Product data including Inventory Consumed, number of Bookings, and Item Parameteror Product Guest Type (e.g. Guest, Adult, Child...) counts.
  • Change the Status of a booking.
  • View the list of the day's Bookings by Category, then Item/Product, or by Time.
  • View and Export with:
    • Booking Notes
    • Booking Form Fields
    • Item Parameters or Product Guest Types (e.g. Guest, Adult, Child...)
  • Filter by Data Type, Category, Item/Product, and keyword Search.
  • Save your filter selections for ease of use.
  • Export to MS Excel (.XLSX), CSV, PDF or XML.
  • Cancelled bookings do not display.
  • Customer Name is supported, but not Customer First Name and Customer Last Name.
  • Filter by Time is not supported...at this time.

↪ Our Daily List has been recently updated, and we continue to improve the feature based on your feedback! 

 

Booking Index

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Booking Index

The Booking Index is our most robust and flexible report! Use this report to view a list of bookings with select booking data.

 

Features

Important to Note

Learn More
  • Report on Booking data such as Booking, 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.
  • Item Parameters and Product Guest Types (e.g. Guest, Adult, Child...) are not supported within this report.

  • The Amount Due column shows a negative value if a credit is owed on a booking.

↪ Our Booking Index has recently been updated, and we continue to improve the feature based on your feedback! 

 

Booking Notes

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Booking Notes

The Booking Notes report is most commonly used for accessing your list of bookings with notes to address action items.

 

Features

Important to Note

Learn More
  • 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. 
  • The Date column reflects the Date the Booking Note was recorded, not the Booking Start Date.

↪ Our Booking Notes report has been recently updated, and we continue to improve the feature based on your feedback! 

 

Booking Traffic

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Booking Traffic

The Booking Traffic report is most commonly used for monitoring and comparing booking traffic trends over time. Use this report to view trends for Web Bookings, Staff Bookings, and Visitors.

 

Features

Important to Note

Learn More
  • Includes graph and bar chart of Booking Traffic over time.
  • 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.
  • Booking Traffic is not available per hour, only for specific dates over a period of time.

↪ Our Booking Traffic report has been recently updated, and we continue to improve the feature based on your feedback! 

 

Booking Volume

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Booking Volume

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.

 

Features

Important to Note

Learn More
  • 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.
  • 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.
  • The Booking Volume report might not line up 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.

↪ Our Booking Volume report has been recently updated, and we continue to improve the feature based on your feedback! 

 

Cashout

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Cashout Report

The Cashout report is most commonly used for reporting on amounts received vs. owing for a select day. Use this report to review financial transactions related to a specific day from an Accounting perspective.

Features

Important to Note

Learn More

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.
  • This report can be printed from your browser but not exported.
  • Daily not weekly, monthly or custom views are available.

↪ This feature has a status of Beta, meaning we are making the initial version available to gather feedback for further improvements. 

 

Commission

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Commission Report Overview

The Commission report is most commonly used for reporting on Partner Commissions - both owed and paid.

 

Features

Important to Note

Learn More
  • 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. 
  • Excludes Commissions from Cancelled bookings.
  • Includes Pre-bookings until they are automatically (30 days) or manually voided.

↪ Our Commission report has been recently updated, and we continue to improve the feature based on your feedback! 

 

Customer Calendar

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Customer Calendar

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.

 

Features

Important to Note

Learn More
  • View up to a span of 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.
  • Excludes Cancelled bookings.

↪ We are continuously improving our products and welcome your feedback! 

 

Customer Directory

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Customer Directory Overview

This tool is used for managing Customer records. Use this report to view a list of Customers within your Checkfront account.

 

Features

Important to Note

Learn More
  • 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. 
  • Customer Booking Form fields are not available within the Customer Directory. 

↪ We are continuously improving our products and welcome your feedback! 

 

Daily Manifest

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Daily Manifest

The Daily Manifest is most commonly used for managing the upcoming day. Use this report to view booking updates and manage Bookers and Guests.

 

Features

Important to Note

Learn More
  • Report on bookings for Today, Tomorrow, or a custom date.
  • Report on Booking Code, Booker, Payment Status, Check-in/out status, and more.
  • Print the Daily Manifest to provide to your Staff.
  • Change the Status of a booking.
  • Check-in or Check-out the Booking or individual Guests if Guest Forms are activated for your account.
  • View Guest details if Guest Forms are activated for your account.
  • Add a New Staff-side Booking.
  • View and export with:
    • Booking Notes
    • Booking Form Fields
    • Item Parameters or Product Guest Types (e.g. Guest, Adult, Child...)
  • Filter by Time, Category, Status, and keyword Search.
  • Hide Cancelled bookings as needed.
  • 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.
  • You can now filter for bookings that are Starting today, Ending today, and In Progress!

↪ Our Daily Manifest has been recently updated, and we continue to improve the feature based on your feedback! 

 

Dashboard

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Dashboard

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.

 

Features

Important to Note

Learn More
  • Select from 12 different Onboarding, Daily Management, and Reporting widgets.
  • Customize on a per-Staff account basis.
  • Filter by Status, Item/Category or Product/Category is not available for all widgets.

↪ Our Dashboard was recently updated, and we continue to improve the feature based on your feedback! 

 

Discount List

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Discounts

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.

 

Features

Important to Note

Learn More
  • Report on Name, Code, Dates, Discount, Rules, and Status.
  • Includes Active, Expired, and Disabled Discounts.
  • This list also includes any one-time use Vouchers that you have imported.
  • Add a New Discount.
  • Sort and customize columns.
  • Filter by Date, Status, Type, or keyword Search.
  • Export to MS Excel (.XLSX), CSV, PDF or XML. 
  • Use descriptive names for your Discounts or Vouchers for easy identification within reporting.

 

↪ Our Discounts report has been recently updated, and we continue to improve the feature based on your feedback! 

 

Inventory Calendar

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Inventory Calendar

The Inventory Calendar is most commonly used for managing inventory availability. View Inventory availability by date, organized by Category and Item/Product.

 

Features

Important to Note

Learn More
  • View up to a span of 6 weeks' worth of dates.
  • Report on booking details, including the option to access associated Booking Invoices.
  • Adust Availablity for a select date.
  • Add a New Staff-side Booking.
  • Filter by date, Category, Items/Products, and keyword Search.
  • Save your filter selections for ease of use.
  • Bookmark or share URL with filter selections intact. 
  • New bookings for child items are not supported through the side panel.

↪ Our Inventory Calendar was recently updated, and we continue to improve the feature based on your feedback! 

 

Inventory List

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Inventory Item List

The Inventory list is most commonly used for managing configured Items/Products within your account.

 

Features

Important to Note

Learn More
  • Report on SKU, Item/Product name, Price, Category, Allocation, number of Bookings, and more.
  • Add a New Item/Product.
  • Review settings at a glance (Allocation Type, Base Availablity...)
  • Sort and customize columns.
  • Filter by Category, Status, Type, or keyword Search.
  • Export to MS Excel (.XLSX), CSV, PDF or XML.
  • Features vary between items (classic) and products (new). See the help articles linked under 'Learn More' for more details.
  • Find Archived or Disabled Inventory using the Show filter.
  

↪ Our Inventory list has been recently updated, and we continue to improve the feature based on your feedback! 

 

Occupancy

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Occupancy

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.

 

Features

Important to Note

Learn More
  • Report on a monthly or yearly basis.
  • View the Occupancy rate (%) and a few data points related to average and actual revenue. All this on a per-item or product basis. 
  • Report on the number of Booked, Unbooked, Closed, Total availability and total Revenue, as well as Average Rate, Average Slot, and Average Day.
  • Sort data columns.
  • 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
  • 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.
  • 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 new Inventory Calendar for a view of what is booked versus available!

↪ Our Occupancy report has been recently updated, and we continue to improve the feature based on your feedback! 

 

Promotions

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Promotions Overview

The Promotions report is most commonly used for monitoring promotions.

 

Features

Important to Note

Learn More
  • 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.
  • Use descriptive names for your Discounts or Vouchers for easy identification within reporting.

↪ Our Promotions report has been recently updated, and we continue to improve the feature based on your feedback! 

 

Revenue

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Revenue

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. 

 

Features

Important to Note

Learn More
  • 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.
  • This report is based on your transactions and each month’s Transaction Report.
  • Gift Certificate usage, such as Gift Certificate redemptions or refunds, is not included in the Revenue report totals. As a result, totals may be less than the Transactions report, including Gift Certificate usage.

  • Void bookings only display within the Revenue report if they are POS payments that have been voided. Void payments are deleted after 30 days.

↪ Our Revenue report has been recently updated, and we continue to improve the feature based on your feedback!

 

Sales

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Sales Report Overview

The Sales report is most commonly used to report sales numbers from seven different perspectives! Use this report to view Sales numbers and trends over time-based on sums of Booking Items/Products. 

 

Features

Important to Note

Learn More
  • 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.
  • Includes bookings that are Paid fully, Paid partially, and unpaid.
  • Includes Imported bookings.
  • Excludes Cancellations, Void bookings, and Pre-Bookings 
  • Not available within this report at this time:
    • Booking Form Fields
    • Archived Items/Products
  • The Booking Sales report might not line up with the Booking Volume report as the Booking Volume report excludes Imported bookings.

  • The Balance Owing column shows a negative value if a credit is owed on a booking.

 

↪ Our Sales report has been recently updated, and we continue to improve the feature based on your feedback! 

 

Transaction

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Transactions Overview

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.

 

Features

Important to Note

Learn More
  • 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.
  • The breakdown of Fees or Taxes is not available within this report. Please consult the Booking Sales and Booking Index reports for this information.

↪ Our Transaction report has been recently updated, and we continue to improve the feature based on your feedback! 

 

Waivers and Documents

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Waivers Overview

Waivers and Documents are most commonly used for reviewing documents sent and submitted.

 

Features

Important to Note

Learn More
  • 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.
  • The Export feature Exports the list of Waivers and Documents, not the actual Waivers and Documents.

↪ We are continuously improving our products and welcome your feedback! 

 

Weekly Summary Email 

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The optional Weekly Summary Email is a 7-day summary of key analytics and activity. 

 

Features

Important to Note

Learn More
  • Select from 12 different Onboarding, Daily Management, and Reporting widgets.
  • Customize on a per-Staff account basis.

  • 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

     
  • 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.

↪ We are continuously improving our products and welcome your feedback! 

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