The Reservations Report contains all the data relating to the Reservations in your account, for a specified time period.
This report can be accessed by choosing Reports > Reservations.
Please note: The Reservations Report does not contain data on Sales or Payments. This is contained in the Sales Report and the Payments Report.
Set your filter criteria:
|Scope||Select either the Daily, Weekly, Monthly, Quarterly or Yearly option. Or select the Custom option to filter specific dates|
|Employee||None: No specific Employee selected, so data for all Employees is included|
Select an Employee to included data for that Employee only
|Show Deleted Employees||No: No data for deleted Employees is included|
Yes: Data for deleted Employees is included
|Reservation Status||Active: This is preset and includes Reservation data for active (not cancelled or deleted) Reservations |
Cancelled: Includes Reservation data for only cancelled Reservations
The top of the report displays some featured figures (explained below):
- Total Reservations
- New Customers
The Graph section shows
The figures listed are:
- Total Reservations: The number of Reservations made. This figure includes no-shows and Reservations without Sales attached to them. It does not include cancelled or deleted Reservations.
- Total Services: The number of Services included with the Reservations.
The numberof Customers for whom Reservations have been made.
- New Customers: The number of new Customers for whom Reservations have been made.
- Total Revenue: The total of all the Reservation prices.
- Total Discounts (Vouchers): The sum of all Vouchers applied to Reservations.
Click View reservations to view a list of all Reservations within the reporting period.
Click View unpaid reservations to view a list of all Reservations, within the reporting period, which do not have Sales attached to them, or which have Unpaid Sales attached to them.
You can then 'View' the Reservation and
The sections below show a breakdown of data for specific items.
The data in each section can be exported to a CSV file by clicking the Export to CSV button at the top right
Hovering over the pie graph reveals the statistics per segment:
Results can be ordered by clicking on column headings:
The Statuses section shows a count of how many Reservations have the following statuses attached; Checked In, No Show, Customer Confirmed and any custom status types.
The Services section is a breakdown of all Services.
The Services by Employee section is a breakdown of all Services performed by each Employee.
The Services by Category section is a breakdown of all Services within each Service Category.
The Vouchers section is a breakdown of all Vouchers applied to Services And the total amount of the discounts
To print the Reservations Report, click Print on the right-hand side of the screen.