Booking List Report

The Booking List Report gives you a complete overview of all Bookings in your Organization. It’s one of the most versatile reports in Event Temple — allowing you to view, filter, group, and export Booking data for sales tracking, forecasting, and performance analysis.

Accessing the Report

From the main navigation menu, click Reports.
Select Bookings.
You’ll be taken to the Booking List Report page.

About This Report

This report displays all Bookings currently in your system, across all stages (Lead, Tentative, Definite, Lost, etc.).
You can customize the view to focus on specific time periods, Booking statuses, users, or revenue sources.

Each line represents an individual Booking record and includes links to the related Contact, Account, and Booking page for quick access.

🔍 Filtering Your Report

Filters let you narrow down results to specific data. Click Add Filter at the top of the report to choose from a wide range of options.

Common Filters

Filter	Description
Assignee	Show Bookings assigned to specific users.
Archived	Include or exclude archived Bookings.
Booking Origin	Filter based on where the Booking originated.
Space	Display Bookings with specific event spaces.
Booking Type	Display Booking Types (Meeting)
Created At	Filter by when the Booking was first created.
Definite Date	Date when the Booking was marked as Definite.
Definite At	Filters Bookings by timestamp when they became Definite.
Inquiry Date	Filter by the initial inquiry date.
Lost Date	Date when the Booking was marked as Lost.
Referral Source	Filter based on where the lead originated.
Status	Display only Bookings of a specific status (Lead, Tentative, Definite, Lost).
Tentative Date	Date when the Booking became Tentative.
Tentative At	Filters based on the exact timestamp of tentative status.
Upcoming / Past	Quickly toggle between future and past Bookings.
Updated At	Filter by when the Booking was last edited.
Booking End Date	Filter based on the Booking’s end date.
Booking Start / End Date	Combine start and end dates in one range filter.
Booking Start Date	Filter by when the Booking begins.
Account	Show Bookings associated with a specific Account.
Account Type	Filter by type of Account (Corporate, Wedding, SMERF, etc.).
Contact	Filter by primary Contact name.
Has Events	Display only Bookings that include Events.
Commissionable	Filter for Bookings that are marked as commissionable.
Rebate	Identify Bookings with rebates applied. (Custom Field)
Has Room Block	Show Bookings that include a Room Block.

💡 Tip: You can apply multiple filters together — for example:

Show all Definite Bookings with Start Dates in October, assigned to Val Brook, under Corporate accounts.

📊 Grouping Your Data

The Group by field allows you to organize Bookings into categories for better analysis.

How to Group

Click inside the Group by field at the top of the report.
Choose one of the available grouping options.
The table will automatically refresh and display grouped results.

Common Grouping Options

Group By	Use Case Example
Status	See totals by Lead, Tentative, Definite, or Lost Bookings.
Assignee (User)	Compare the number of active Bookings per Sales Manager.
Market Segment	Review your mix of business — Corporate vs. SMERF vs. Wedding, etc.
Account Type	Understand your business split between Corporate, Wedding, and other segments.
Referral Source	See where your leads originate (Website, Referral, Walk-In, etc.).

💡 Example:
Grouping by Status might show:

Leads: 12
Tentative: 4
Definite: 22
Lost: 3

Grouping by Assignee could show:

Val Brook – 15 Bookings
Brittney Lloyd – 10 Bookings
Peggy Keteltas – 8 Bookings

💾 Saving a Custom View

Once you’ve applied filters, grouping, and chosen your visible columns, you can save the setup as a custom view.

Click Save View at the top right.
Enter a descriptive name (e.g., Definite Corporate Bookings - Q4 2025).
Click Save.

Your saved view will now appear in the drop-down menu for quick access in the future.

💡 Example: Create different saved views for:

“Weekly Leads”
“Definite Corporate Bookings”
“Lost Bookings – Wedding Segment”

📤 Exporting the Report

To export your Booking List:

Click Export in the top-right corner.
Select your preferred format (CSV or Excel).
The export will reflect your current filters, grouping, and column selections.

💡 Tip: Use exports for deeper data analysis, sharing with management, or syncing with your accounting system.

🧠 Best Practices

Regularly review Lost Bookings with reasons to identify areas for improvement.
Use Group by Status + Assignee to track team performance.
Filter by Created Date to measure lead inflow per month.
Save multiple custom views for recurring reports like weekly forecasts or monthly summaries.
Combine this report with your Booking Financial Report for full revenue insight.

Important Considerations

The Booking List Report can display the Booking Status and the Pipeline Stage. Users should maintain the correct Status, Revenue, and Stage for each Booking, Group, and Event for comprehensive data analysis in this report.

The Revenue specified per Booking is Tax Inclusive, when exporting the Report to HTML or PDF you can 'include a summary' at the bottom, which will break down the Subtotals (exclusive of taxes and fees).

When using Start Time/End Time columns, these will only show the time if there is time specified. If you're Booking is "All Day" these columns will be blank.