As of September 30, 2020, the Daily Summary will no longer be available.
We are replacing the Daily Summary with the Daily Manifest!
Learn more about the Daily Manifest here.
With the Daily Summary Report, you actually have the ability to display any of the data columns from your booking form, above and beyond the standard fields which come with the report by default. Let's have a quick look at the main data columns which will come in most useful to the average system user:
ID: Reference number for the booking in question. This is a clickable link which will take you directly to the invoice.
Item: Item booked by the customer, as well as the category it belongs to displayed underneath in a slightly smaller font.
Customer: Name of the customer for which the booking belongs to.
Item Total: Total dollar amount of items booked, including and taxes and discounts.
Qty: Quantity of items booked.
Status: Current status of the booking.
Note: Any notes attributed to the booking. These include manual notes entered by the staff, as well as system notes such as the checking in or out of the customer.
Check-in Time: Time the customer checked in.
Check-out Time: Time the customer checked out.
Check-in Status: Current status of the check-in. Shows whether the customer is currently checked in or out and at what time that occurred.
The columns menu allows you to choose exactly which information is and isn't included in the report you are generating. You can choose to display the standard system fields that come with Checkfront and/or any custom fields you have created on your booking form at Manage > Layout > Booking Form.
Simply check a column to include it in the report or uncheck it to leave it out. You can change this on a report by report basis if you like.
To reorder the columns in your report, click and hold your mouse over the "dots" by each column title and drag it to where you'd like it to be. Click save when ready and your report should be updated with the changes you've made.
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