Step 1: Open the Booking List Report
Go to Reports → Booking List.
By default, the report will display all Bookings.
Step 2: Add Filters
To narrow down the results, click + Add Filter, then choose one of the following options:
Room Block Filters
Has Room Block → True → shows only Bookings that include a Room Block.
Has Room Block → False → shows only Bookings without a Room Block.
Event Filters
Has Event → True → shows only Bookings that include at least one Event.
Has Event → False → shows only Bookings without an Event.
You can use these filters individually or combine them to refine your report.
Example:
To find all Bookings that have a Room Block but no Events:
Set Has Room Block = True
Set Has Event = False
Step 3: Customize Columns
Click the Columns icon (☰) to include helpful fields such as:
Booking Name
Booking Status
Account Name
Room Block Name
Total Revenue
This gives a more complete view of the data for review or export.
Step 4: Export Your Results
When your filters and columns are set, click Export → CSV to download your results.
This allows you to share or analyze the data outside of Event Temple.
Example Use Cases
Identify Bookings missing a Room Block to follow up with Sales or Reservations.
Track Bookings without Events to ensure all function details have been created.
Report on full-service Bookings that include both Room Blocks and Events.
Additional Notes
You can Save View once your filters and columns are set, so you can access this report quickly next time.
Shared views can also be pinned or shared across your Chain or Organization for consistent reporting.
