🧭 Step 1: Open the Bookings List
From the left-hand menu, click Bookings.
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
At the top of the screen, click ➕ Add Filter.
From the list of available filters, select Booking Type.
Choose one or more types you’d like to report on — for example:
Wedding
Meeting
Corporate Event
Conference
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:
Click 💾 Save View.
Name it (e.g., Weddings Only or Corporate Events Report).
You can access this saved view anytime from the View dropdown.
To Export the Data:
Click Export → CSV at the top right.
Open the file in Excel or Google Sheets to further analyze totals, sort data, or share with your team.
