Upcoming Bookings Report

Learn about your filtering and column options within the Upcoming Bookings Report

Navigate to Reports and Budgets > Reports > Upcoming Bookings Report

The Upcoming Bookings Report can generate custom reports on the cost centre revenue breakdown of your upcoming bookings, and can also be used to track the confirmed value of previous bookings over a selected period of time for all of your venues or a combination of venues of interest.

Search criteria is based on

Limit Report To: All or a selection of venues of interest
Event start and end dates
Opportunity Enquiry start and end dates
Sales Person
Coordinator

You are able to apply the following filters and show/hide each column to find the data set required.

Columns

Note: The * shows that you can add in your additional custom fields and cost centres / **shows if you have Accommodation turned on in your account.

Event Name	Status	Company Name	Contact Name
Contact Phone	Contact Email	Sales Person	Coordinator
Purchase Order#	Opportunity Source	Industry	Original Venue
Opportunity Stage	Stage Reason	Opportunity Created Date	**Accommodation Start
**Accommodation Start Day	**Accommodation End	**Accommodation End Day	**Room Nights
Event Start	Event Start Day	Event End	Event End Day
Food Ex Tax	Food	Food Discount	Food Commission
Beverage Ex Tax	Beverage	Beverage Discount	Beverage Commission
Room Hire Ex Tax	Room Hire	Room Hire Discount	Room Hire Commission
Audio Visual Ex Tax	Audio Visual	Audio Visual Discount	Audio Visual Commission
Accommodation Ex Tax	Accommodation	Accommodation Discount	Accommodation Commission
Service Fees Ex Tax	Service Fees	Total Revenue Ex	Total Revenue
**Total Revenue Ex Accommodation	**Total Revenue Excluding Accommodation Ex Tax	Pax	Spaces
Total Tax Included	Total Paid	Total Outstanding	Venue
*Custom Cost Centres	*Booking Custom Fields

Filter by

Equals	Not Equal	Less than	Less than or equals
Greater than	Greater than or equals	In range

Contains	Not contains	Equals	Not equal
Starts with	End with

Exporting/ Printing your Report

Once you have adjusted your Columns the report can be printed or exported by clicking the Options Tab located on the right hand side of the table. You will be able to export as a Excel file, CSV or Print the report.