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.
For example, you can combine filters such as Booking Status = Definite and a specific Booking Start Date range to focus on confirmed bookings within a particular timeframe.
Alternatively, to find all confirmed Bookings without Events within a specific timeframe:
Set Has Event = False
Set Booking Status = Definite
Specify a Booking Start Date range
Set Has Room Block = True
Set Has Event = False
Additionally, you can apply filters for Booking Status (e.g., set to "Definite") and Booking Start Date (specify a date range such as a specific year or custom range) to further refine your results.
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
Using the Line Item (Booking) Report for Discrepancy Analysis
To identify discrepancies between Events and Bookings:
Navigate to the Line Item (Booking) Report:
Access this report from your reporting dashboard.
Apply filters to specify the desired date range (e.g., a specific month or year).
Include relevant columns such as 'Event,' 'Package,' or 'Menu Items.'
Analyze the Report:
Compare the totals and details in the report to identify any mismatches or discrepancies between Events and Bookings.
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.
Compare totals and details in reports to identify mismatches or discrepancies between Events and Bookings.
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.
Always define a clear date range to narrow down your results.
Use grouping options to categorize data, such as by Account Type or Market Segment.
Include only the columns relevant to your analysis to keep reports concise and focused.
