The User Performance report defaults to show the past 30 days from today's date and draws from the received date of the booking or enquiry when the booking was created.
🤓Tip: You can also amend the date range here to pull up to a year's worth of data.
The report drills the information down per user to see who's taking and completing the most bookings and enquiries within a certain period of time. This report includes Guestlist bookings.
The report provides a quick way to get an overview of the team performance throughout the previous:
Week.
Month.
Year.
There is also the option to filter out both walk-ins and auto-confirm bookings:
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.
You can also Download both reports into Excel or PDF in the top right-hand side corner.
📌Note: The value column in both reports doesn't show any pence. The decimal places have been trimmed to make the report easier to read. However, once you download the report into excel, you can see the value to the pence.