Event Temple’s reporting tools make managing bookings simple. Learn how to use the 'Bookings with Status Dates' and 'Booking Status Change' reports to monitor booking progress, track status updates, analyze trends, and make data-driven decisions.
The 'Bookings with Status Dates' Report
This report helps you:
Track Booking Progress: See how bookings move through stages and monitor current status.
Analyze Trends: Identify patterns and bottlenecks in your booking pipeline.
Apply Custom Filters: Focus on activities within specific timeframes using filters like 'Updated At.'
Export Data: Share or analyze reports offline.
Use this report to improve sales strategies, event planning, and operational efficiency.
The 'Booking Status Change' Report
Focuses on detailed status transitions:
Track Status Changes: Know exactly when and how booking statuses change.
Filter by Date or Status: Narrow results to specific changes.
Access the Report: Reports → 'Booking Status Change' → Apply filters.
This report offers visibility into booking updates, helping you evaluate team performance and spot areas needing attention.
Tips for Effective Reporting
Use Filters Wisely: Customize views for accurate insights.
Regularly Export Reports: Keep offline copies for team sharing or deeper analysis.
Leveraging these reports ensures you maintain a clear view of your booking pipeline and make informed, data-driven decisions.