Reports - Status Breakdown and User Performance Reports

The Status Breakdown and User Performance reports give you a great overview of the state of play in your venue(s) and how well each staff member is performing in regards to managing enquiries and bookings.

Status Breakdown

The report defaults to show the past month (the past 30 days from today's date) but you can change this to pull up to a year's worth of data. The report shows the totals across all your venues first and is then broken down per site to show how many bookings & heads are Confirmed, In Progress, have been Rejected and are Lost. This report includes Guestlist bookings and the Confirmed Bookings & Guests will also include walk-ins.

If unsure of what each status means, please refer to this guide.  

The report will also show you the amount of 'Value' those bookings/heads equal to, so you have some perspective of how much money is confirmed, pending and lost between these dates.

As 'Value' by default Collins will firstly use the 'Value per head' (average spend per head) entered in your booking types. Then if a Payment, Pre-order and/or Minimum spend is entered, Collins will take whichever is the highest amount.

To the far right of the page, there is a TOTAL booking and headcount, plus a conversion rate for this date range from receiving enquiries to completion.

Conversion rate = Total Received (confirmed + in progress + cancelled + lost)                                                                                                                                        Confirmed Bookings

There is also the option to filter out both walk-ins and auto-confirm bookings plus by Venue Tags. Click 'Add Filter' next to the Booking Date and then click the relevant option of what you would like excluded from the report:

  • Exclude walk-ins - This will filter out any bookings with the 'walk-in' option ticked and thus considered to be a walk-in

  • Exclude auto-confirm bookings - Any auto-confirm bookings received will be filtered out

  • Venue Tags - This allows you to filter down the report by venue tags if you’ve set these up.

  
 
User Performance

The User Performance report defaults to show the past month (the past 30 days from today's date) and draws from the received date of the booking/enquiry, ie. when the booking was created. You can also amend the date range here to pull up to a year's worth of data. The report drills the information down per user to see who's taking & completing the most bookings and enquiries within a certain period of time. This report includes Guestlist bookings.

The report provides a quick way to get an overview of the team performance throughout the previous week, month or year.


There is also the option to filter out both walk-ins and auto-confirm bookings. Click 'Add Filter' next to the Booking Date and then click the relevant option of what you would like excluded from the report:

  • Exclude walk-ins - This will filter out any bookings with the 'walk-in' option ticked and thus considered to be a walk-in
  • Exclude auto-confirm bookings - Any auto-confirm bookings received will be filtered out

You can also Download both reports into Excel or PDF in the top right-hand side corner:
  

Please Note: The value column in both reports doesn't show any pence. The decimal places have been trimmed to make the report easier to read. However, once you download the report into excel, you can see the value to the pence.    



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