Reports

About Reports


Whether you want to review your business's recent activity or build in-depth reports that give you the insight needed to develop it further, there's plenty of useful data associated with your customers, orders and transactions.

From the Reports module you can:

Available Reports


From the Reports module, you can view several different reports about your business. They're organized into several categories:

Report name Description Date used
Attendees The Attendees Report is a register or manifest of purchaser and/or participant information for specific events. Event
Orders The Orders Report is a summary of your orders and the transactions recorded against those orders. Order
Payments The Payments Report displays all transactions recorded in the system, including the method, gross and net amounts. Order
Events The Events Report displays all events and details about them, such as bookings. Event
Volume The Volume Report displays a range of intelligent statistics including new orders, new customers, refunds made etc within a given period. Order
Sage If you use Sage, Booking Live can offer a Sage report to cover details of financial transactions. Order

Exporting Reports


Using the Export menu in the top-right of the report screen, you can export your reports to Excel, PDF and CSV files.

If using the Excel Export option, you are provided with the ability to upload an .XLS file to use as a template. In order to utilise this, you need to include the merge tag {$ReportData} in a cell on this .XLS document.
The template will retain any formatting and styling that you set in the template.

Report Filters


When you filter data on any report, it regenerates the data to match the filters you apply. You can also add multiple filters to a report. Depending on the report selected, it is possible to filter based on:

Filter Attendees Orders Events Payments Volume
Date Range
Days
Locations
Products
Checked-In
Organisations
Source
(Order) Status
Type
Method
Product Group

Create Bespoke Reports


To create a report click the "Duplicate" or "Create" links. The default fields will load. To add new fields click the + icon. The available fields within the drop down will include all purchaser and participant fields you have set in your booking forms. The extra columns field allows you to add empty columns to the report with a column heading only.

To edit an exiting report view select the view in the "Saved views" dropdown then click the "Edit" link. To delete an exiting report view select the view in the "Saved views" dropdown then click the "Delete" link.

Data Item Attendees Orders Events Payments Volume
Product Name(s)
Order Reference
Order Status
(Event) Start Date Time
(Event) End Date Time
Participant First Name
Participant Surname
Organisation
Order Date
Order Value
Order Paid
Order Source
Order Modified Date
Order Outstanding
Order Comments/Notes
Total Value
Checked-In
Event Group Code
How Did You Hear About Us?
Age On Event Date
Accounting Code
Purchaser Full Name
Product Group
Product Pricing Chosen
Location
Resource
Upsells
Participant [Fieldname]
Type - [Fieldname]
Order IP Address
Gross
Net
Tax / VAT
Booking Protection
Order Charges
Resource Type
Tags
Publish Date Time
Unpublish Date Time
Attendees Booked
Attendees Checked In
Minimum Attendance Limit
(Event) Capacity
(Payment) Date
(Payment) Time
(Payment) Type
(Payment) Method
Transaction Id
Transaction Processed By
Transaction Description
IP Address
WorldPay Transaction ID
Event Dates
Purchaser [Fieldname]
Volume Date
New Users
Return Customer
Total Orders
Total Order Items
Orders Cancelled
Refunds
Booking Protect Confirmations

Page last modified: September 20, 2018