The system offers several different reporting options:
- Bookings/Order Report: This will show a complete list of all bookings in the system by activity/rental date.
- Payments Report: This report will show all payments made in the system based on the given time frame. It will show booking code, payment type, transaction date/time, amount, and customer name. You can customize the columns in the report, too. Payments are based on the date the payment was made.
- Sales Report: This will report on all money taken in from bookings, add-ons, and additional charges. Sales will be based on the date that the activity occurred.
- Tours/Activities Report: This is a utilization report that will show each tour/activity that is offered, and how many tickets offered per tour and how many sold.
- Summary Report: Report that shows the totals of each item including additional charges, add-ons.
- Reviews/Rating Report: This report will show details about customers that reviewed and rated their activity or rental using the Review Text.
Dates: You can run the report a series, such as This Month, or choos Other to customize your date parameter. Enter the custom dates in the Start Date and End Date Fields.
Viewing Options include:
- Screen - see details in the system
- PDF - can view or download
- CSV - download
- Excel - download
- HTML - will open in a new browser
Example of the PDF View:
Customize Fields: Use the setting button to add, remove, or change the order of the columns in the report.