Orders Report

  • Updated

The Orders report will show you a complete view of bookings made through the system. This report can be used in many ways including:

  • View or download a list of all bookings made based on a certain time frame (i.e. This Month, This Year).
  • Customize and Download a customer list (name, email, phone) to upload to your preferred email marketing platform.
  • Filter to view bookings by product, location, or all bookings with a balance due.
  • Download a list of today's bookings to allow your employees to prepare for incoming customers.
  • Customize the Orders report to include add-ons and custom fields.

As with most reports, you can customize the fields that you want to see in the report. Use the settings icon Settings_icon.png to select the fields.

Orders_Report_fields.png

 

Once you customize the fields you want in the report, select View to see the data on the Screen. You can also choose a PDF, CSV, EXCEL from the Type settings and select Download to access the report from your computer.

 

Orders_Report_example.png

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