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Locate: Booking > Daily Manifest
Prerequisites:
- Admin permissions or restricted permission to Export Data.
- The Guest Form (Manage > Integrations > Guest Management) integration is required if you would like to collect and export Guest information.
With this article, we will walk you through your exporting the Daily Manifest. This report can be distributed among your Staff so they each have an agenda for the day with full Customer and Guest details.
Be sure to read the first article in this series for an introduction to the Daily Manifest!
Access Export
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Need to export a list of Customers (and their Guests) expected for a particular day? Simply click Export to open the Export Modal and start the process!
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The first four columns of the export are fixed: Booking Code, Product Name, Booker Name, Booker Email. The remaining data in the Export file will reflect the information you have chosen to display in your Daily Manifest. |
Export Modal
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From the Export modal, you are able to enter a name for the report and choose the output format.
Save As
Allows you to specify the name of the export file. By default, the file name will include the name of the report, plus the applicable date range. You can edit the name of the file if needed by placing focus on the Save as field and entering the desired name.
Format
Export report to MS Excel (XLSX), CSV (Comma-separated Value) or XML (eXtensible Markup Language).
Save To
The report can be saved to your Computer, Email, or Google Drive.
Columns
Choose to export Visible columns or All columns (if there are columns that you have chosen to hide in the online report view). In the case of this report, all columns are always visible, so either option will give the same result!
Max Rows
Choose to limit the maximum number of rows to export (Max Rows) or choose to export All Rows.
- Formatting
Use ISO Dates allows you to choose the format of dates within the Export.
- When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
- When not selected, you see the format as configured with the Date Format setting (Manage > Setup > Locale).
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