Exporting from Bookings
Go to Bookings in the main menu.
Apply any filters or views you’d like (for example: “Definite Bookings This Month”).
Click the Export button (📤) at the top right of the table.
Choose CSV or Excel (.xlsx) format.
The export will download automatically to your device.
💡 Tip: Only the columns currently visible in your view will be included in the export. Use the Columns button to select which fields to include before exporting.
Exporting from Events
Navigate to the Events tab.
Filter or search for the events you want to export.
Click Export in the top-right corner.
Select your preferred file type.
The file will include key details such as event name, date, status, space, and associated booking.
Exporting from Room Blocks
Go to Room Blocks (previously called “Groups”).
Use filters or search to locate the relevant room blocks.
Click the Export button.
Choose your file format (CSV or Excel).
Your export will include fields like room block name, arrival and departure dates, contracted rooms, and pickup details.
Exporting from Documents
You can export one or multiple documents at a time from the Documents tab.
Go to Documents in the main menu.
Apply filters (e.g., Document Type, Booking Status, Date Range) or use the search bar to narrow results.
Select the documents you want to export using the checkboxes beside each document.
Once selected, click Export Selected as PDF or Export Selected as HTML at the top or bottom of the list.
Your download will begin automatically.
📄 PDF Export: Generates printable Banquet Event Orders, Contracts, or Proposals.
💻 HTML Export: Creates a web-formatted version suitable for email or web sharing.
🧾 Tip: You can also open an individual document and select Download PDF to export a single file.
Exporting from Invoices
Go to the Invoices section.
Use filters (e.g., “Unpaid” or “Issued This Month”) if needed.
Click the Export button in the top-right corner.
Choose CSV or Excel format.
Each exported invoice will include the invoice number, booking reference, amount, issue date, and status.
📥 To export a PDF copy of an individual invoice:
Open the invoice and click Download PDF or Email Invoice.
Additional Notes
Exports are generated based on your current table view and permissions.
Large exports may take a few seconds to generate.
Only users with appropriate access levels can perform exports.