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How Can I Report on Specific Booking Types?

You can easily report on specific booking types (such as Weddings, Meetings, or Conferences) using filters in your Bookings List or within a Booking List Report.

Step 1: Open the Bookings List

  1. From the left-hand menu, click Bookings.

  2. This will display all your bookings in a list view.

Tip: You can toggle between List View and Pipeline View depending on your preference.

Step 2: Filter by Booking Type

  1. At the top of the screen, click ➕ Add Filter.

  2. From the list of available filters, select Booking Type.

  3. Choose one or more types you’d like to report on — for example:

    • Wedding

    • Meeting

    • Corporate Event

    • Conference

  4. Click Apply to update your results.

The list will now display only the bookings that match the selected Booking Type(s).

Step 3: Review or Customize Columns

  • Click the Columns (☰) button to show or hide additional information such as:

    • Status

    • Start / End Dates

    • Stage

    • Account or Contact

Adjusting columns helps you tailor the data for the specific information you need to report on. You can adjust the columns while in List view

Step 4: Save or Export the View

To Save the View:

  1. Click 💾 Save View.

  2. Name it (e.g., Weddings Only or Corporate Events Report).

  3. You can access this saved view anytime from the View dropdown.

To Export the Data:

  1. Click Export → CSV at the top right.

  2. Open the file in Excel or Google Sheets to further analyze totals, sort data, or share with your team.

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