Upcoming Bookings Report

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

Navigate to Reports and Budgets  > Reports > Upcoming Bookings Report

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. 


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


Company Name

Contact Name

Contact Phone

Contact Email

Sales Person


Purchase Order#

Opportunity Source


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 Discount

Food Commission

Beverage Ex Tax


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 Discount

 Accommodation Commission 

Service Fees Ex Tax

Service Fees

Total Revenue Ex

Total Revenue

**Total Revenue Ex Accommodation

**Total Revenue Excluding  Accommodation Ex Tax



Total Tax Included

Total Paid

Total Outstanding


*Custom Cost Centres 

*Booking Custom Fields


Filter by 


Not Equal

Less than

Less than or equals

Greater than

Greater than or equals

In range




Not contains


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.