🤓Tip: The report defaults to show the past 30 days from today's date but you can change this to pull up to a year's worth of data.
The Status breakdown report capabilities
The report shows the totals across all your venues first, and is then broken down per site to show how many bookings & heads are confirmed, in progress, have been rejected and are lost.
This report includes Guestlist bookings and the Confirmed Bookings & Guests will also include walk-ins.
The report will also show you the amount of value those bookings, heads equal to, so you have some perspective of how much money is confirmed, pending and lost between these dates.
As Value by default, Access Collins will firstly use the value per head entered in your booking types. Then if a payment, pre-order and, or minimum spend is entered, the system will take whichever is the highest amount.
To the far right of the page, there is a TOTAL booking and headcount, plus a conversion rate for this date range from receiving enquiries to completion.
📌Note: Conversion rate = Total Received: confirmed + in progress + cancelled + lost, divided by Confirmed Bookings.
Filter bookings on the Status breakdown report
There is also the option to filter out both walk-ins and auto-confirm bookings plus by site tags:
Click Add Filter next to the Booking Date.
Click the relevant option of what you would like excluded from the report:
Exclude walk-ins: This will filter out any bookings with the 'walk-in' option ticked and thus considered to be a walk-in.
Exclude auto-confirm bookings: Any auto-confirm bookings received will be filtered out.
Venue Tags: This allows you to filter down the report by venue tags if you’ve set these up.