The report defaults to show the month ahead (next 30 days from today's date) but you can change this to pull up to a years worth of data. The top report is broken down per site to show how many bookings & heads are Confirmed, In Progress, have been Rejected and are Lost. A lost enquiry is an in progress enquiry past the date it was enquired for. This report includes Guest list bookings and the Confirmed Bookings & Guests will also include walk-ins.
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.
You can download this report into a CSV file using the 'Download' button at the top right of the page.
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.
The User Performance report 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 years 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 Guest list bookings
The report provides a quick way to get an overview of the team performance throughout the previous week, month or year, which you can also download into a CSV file.