System Report: Bookings (Table Bookings)

If you would like a report including information about table booking guest you need the Bookings report. This report includes all completed nominations. You can then use excel or your desired programme to filter the information to meet your requirements.

There are 2 versions of this report; Summary and detailed. Whilst the reports share some information both reports contain some unique information.

Summary And Detailed Reports

To find the report go to EVENT> Data and choose if you would like to download the summary or detailed version of the booking report. Alternatively if you require data for a specific timescale, click on the name of the report and use the date options to define the time frame. You can then download that specific set of data in either the summary or detailed format.

Summary

The summary version of the report contains one sheet and ONE LINE per product purchased. It also includes bookings which are part of incomplete/refunded transactions. This means if you only wish to see nominations which are submitted you should filter the report accordingly. This report includes the following fields (keep scrolling to the right to see all fields):

  • Transaction ID and booking code
  • Status of the item
  • Transaction date
  • Transaction status
  • Customer first name, last name, email address and company (if provided)
  • Product purchase e.g. full table, half table, individual seat
  • Total Seats
  • Table number (this field will only be completed if you have added table numbers)
  • Attendee info- Accepted or incomplete. This field will only be completed if you chose to use the accepted and incomplete flags
  • Product value, any discounts, NET, VAT and total
  • Details collected on the personal details form if in use. These columns begin with a "P"
  • Detail collected on the invoice form. These columns begin with an "I"
  • A link to the transaction paperwork

Detailed

The detailed nomination report contains 2 separate sheets:

Guests

This sheet contains each booking listed including those which are incomplete or refunded (but not those which have been disabled. This sheet includes:

  • Transaction ID
  • Transaction status e.g. completed, incomplete, refunded
  • Booking code
  • Item status
  • Transaction date
  • Customer first name, last name, email address and company (if provided)
  • Product purchase e.g. full table, half table, individual seat
  • Total Seats
  • Guest position- Guests positions can be changed by dragging and dropping the guest into the appropriate position by going to TABLE BOOKINGS> Guests and clicking the blue pencil beside the relevant table
  • Table number (this field will only be completed if you have added table numbers)
  • Attendee info- Accepted or incomplete. This field will only be completed if you chose to use the accepted and incomplete flags
  • Columns beginning with "F" representing the form fields. This will reflect all the information collected as part of the booking form e.g. dietary requirements, accessibility needs, menu choices

Submissions

This sheet shows how many of each product item (e.g. full table, half table, single seat) are in user basket or saved area, a column showing how many transactions contain this product and an additional column showing how many completed transactions contain this product.