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Locate: Reports > Booking Index
- Admin permissions or restricted permissions to View all Reports or the Booking Index.
- The Booking Index feature is 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 ✨
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 contact our Technical Support team for more information.
Discover more product-related help articles here: Products (New).
In this article, we review what filters are available to select from in the Booking Index.
New to the Booking Index? Be sure to read the first article in this series for an introduction to this feature!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the Booking Index.
Filtering by date sourceBack to top
Filtering by dateBack to top
Using the Date filter you can view results by date range - All, Today, Yesterday, Last week, Last 7 days, Last month, Last 30 days, All - past, Tomorrow, This week, This month, Next 7 days, Next 30 days, or All - upcoming bookings.
You can also choose to filter by Custom dates, with the option to select a specific start and end date for the report.
Select All dates to view all bookings in the system, limit it to All - past bookings, if you are looking for all historical bookings, or limit it to All - upcoming bookings to see what's coming up.
By default, the Booking Index displays bookings for the Next 30 days.
Filtering by categoryBack to top
The Category filter allows you to display bookings with a specific category (or categories). Open the menu to select one or more categories to report on.
Have a long list of categories? A Search field within the filter allows you to enter the name (or a few letters) of the category to help you find that elusive category!
Clear your selection by clicking on the X next to the list of selected categories.
Learn more about item/product Categories here:
Filtering by tagBack to top
Tags identify bookings across categories. The Tag filter allows you to filter for bookings with a specific tag (or tags). Open the menu to select one or more tags to report on.
Have a long list of tags? Search by the name (or a few letters) of the tag to help you narrow down the list and find the tag(s) you need!
Clear your selection by clicking on the X next to the list of selected tags.
Learn more about Tags here:
Filtering by item/productBack to top
The Item/Product filter allows you to display bookings for a specific item(s)/product(s). Open the menu to select one or more items/products to report on.
Have a long list of items/products? Search by the name (or a few letters) of the item/product to narrow down the list and spot the item(s)/product(s) you need!
Clear your selection by clicking on the X next to the list of selected items/products.
Learn more about configuring items/products here:
Filtering by statusBack to top
The Status filter allows you to display bookings with a specific status (or statuses). Potential statuses include Pending, Reserved, Deposit, Paid, Waiting, Cancelled, Pre-booking, Void, and other integration-specific or custom statuses depending on your configuration and booking history.
Open the menu to select one or more statuses to report on.
Have a long list of statuses? Search by the name (or a few letters) of the status to isolate the status(es) you need!
Clear your selection by clicking on the X next to the list of selected statuses.
Learn more about Booking Statuses and Notifications triggered by Booking Status changes here:
Filtering by sourceBack to top
Your bookings may come from different sources. Use the Source menu to report on bookings made through the website, a mobile device, or your own Staff members/partners.
Open the menu to select one or more sources to report on.
Have a long list of sources? Search by the name (or a few letters) of the source to find the source(s) you need!
Clear your selection by clicking on the X next to the list of selected sources.
The Website source reflects bookings submitted from the Customer Booking Page.
If you have the booking portal integrated into an external website, then you can add the Provider column to know the integration type the booking came from, e.g. Droplet, WordPress, etc.
Filtering by keyword searchBack to top
Search the Booking Index by keyword including Booker Name, Booking ID, Email address, and more.
This search takes into consideration filters applied, so if you don't find the results you are looking for at first, then try removing filters.
Sharing or bookmarking a URLBack to top
You can share a link to the Booking Index! Simply copy the URL from the Booking Page browser address bar and paste the link into the desired communication channel.
Clicking on the link brings you to the Booking Index with any Date Source, Date, Category, Tag, Item/ Product, Status, and Source filters applied.
The Booking Index page can also be bookmarked so that you can quickly and easily return to your preferred view.
In order to access the linked content, recipients of shared links need to have Staff account access to view the Booking Index. They are asked to log in if they are not already logged in when they click on the link. Happy sharing!
Remembering filtersBack to top
You 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.
Learn more about your Profile Filter settings here: