Group Reports - Upcoming Bookings Report

Use the 'Group Reporting' section to access data across multiple properties and learn about your filtering and column options within the 'Upcoming Bookings Report'

Navigate to Venues > Groups Report (Tab)

The opportunities report will show you all of the opportunities over a period of time.
You are able to apply the following filters and show/hide each column to find the data set required

Filters

Opportunity Created After	Opportunity Created Before	Event Started After	Event Started Before
Sales Person	Company Country	Company State	Company Postal Code
Opportunity Source	Opportunity Stage	Opportunity Industry	Opportunity Type
Primary Account Manager	Quality	Channel

Set Columns

Note: The * shows that you can add in your additional custom fields and cost centres.

Created Date	Created Date Day	Opportunity Name	Opportunity Type
Company	Contact	Contact Email	Description
Value	Value Ex GST	Company State	Company Postal Code
Industry Name	Company Country	Contact Phone	Sales Person
Coordinator	Original Venue	Stage	Stage Reason
Event Name	Event Start Date	Event Start Date Day	Last Note
Venue	Quote Document Created	Days variance from Opportunity Received to Quote Created	Contract Created date/time days variance from first Quote Created to first Contract Created
Total Square Meters	Total number of Blocked Spaces	Lost Date	Age
Source	Primary Account Manager	Quality	Channel
*Cost Centres	*Opportunity Custom Field

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.