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Is There a Report that Lists Bookings for a Specific Account?
Is There a Report that Lists Bookings for a Specific Account?
Updated over 10 months ago

Related Questions:

  • Can I filter Bookings for a specific Account?

  • How do I show Booking Revenue for a specific Account?

Answer:

There are two different ways of viewing the Bookings associated with a specific account.

Account Summary Page

From the Account Summary page, click on the Bookings tab. From this tab you will see a list of all the Bookings associated with this Account. You can filter, search, customize columns and export this list.

Bookings List View / Booking List Report

Using either the Bookings List view or the Bookings List Report, you can add a filter to only show Bookings for a selected Account (or Accounts). To do this, click the "Add Filter" button, select Account from the Filter dropdown and then choose or search for the appropriate Account(s).

Customizing Columns

Once you have a list of Bookings for a specific Account, you can then customize your columns to show the data you need such as Revenue information, Group information, etc.

  1. Select the Columns button at the top right of the page (or tab area if you are in the Account Summary)

  2. Drag the Columns you want to see to the Used Columns section.

  3. Click Apply

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