Generate Reports: Bookings, Payments, Customers, Coupons and Gift Vouchers

Bookeo lets you create full reports of your business activity, to comply with regulations, extract data and stats for internal use, and much more!
All reports are visible on screen and can also be downloaded as Excel spreadsheets, which contain more details.

You can create:

1. Booking reports: by date, service, resource, promotion... 

2. Payment reports: by date, by booking/prepaid credit/gift voucher, cash or payment gateway

3. Customer reports: bookings by date, filter between members and/or non members

4. 
Gift Voucher reports: report of used and/or unused vouchers within a date range

5. Waiting list reports: report of waiting list entries.

6. Coupon reports: report by promotion deal, by used and/or unused vouchers

7.
Promotion Reports: report of used and/or unused vouchers within a date range

8. Prepaid Credit Reports: 
report of used/unused prepaid credits within a date range

9. Schedule Report: overview of booked, blocked, available and canceled tours/classes/workshops for a single day or multiple days.

10. Customer review reports


 

 

If you need to extract data from Reports generated by Bookeo, you can use Excel Pivot Tables. Click here for more information.


1. Booking reports

To generate Booking Reports:

1. Go to Marketing>Reports>Bookings


2. From the Date selection [1] scroll down menu, select if you want to generate a report:

  • by date booked (the date of your appointment), or
  • ​by the day the booking was made

3. Select the date range [2]

4. Select the other variables- such as service [3], resource [4], promotion [5]  

5. Select the booking status [6]: normal, canceled or no-show.

6. Select if you want to generate a report of bookings with Payments [7] with no balance due and/or with balance due

7.  From the Created by [8] scroll down menu, select if you want to generate a report for bookings created by:

  • anyone
  • customers
  • a specific account user

8. Select the Data aggregation [9].

9. Tick the Participants [10] checkbox if you want to show one participant per row.

10. Tick the Customer details [11] checkbox if you want to include customer and participants custom fields in this report

11. Click on the Go button to generate the report.


2. Payment reports

Payment reports can help you monitor and analyse your cashflow.

1. Go to Marketing>Reports>Payments

2. Select the date range

3. Select the payment type from the scroll down menu

             





4. Select the payment processing type: Payment Gateway and/or Manual Payment



5. Select the payment method from the scroll down menu

                  





 


3. Customer Reports

Customer reports let you get a list of all the customers, total appointments, cancellations, and, most importantly, view the time of customers' next appointment and the time of their last appointment, so that you can take appropriate actions, for example follow up calls.

1. Go to Marketing>Reports>Customers​

2. Select if you want to generate a report for members, non members or both

         


3. Select the date range or leave "any" if not required

         


 


4. Gift Voucher Reports

1. Go to Marketing>Reports>Gift Vouchers


2. Select the date range

3. Select if you want to generate a report for used or unused vouchers, or for both

4
. Select if you want to generate a report for generic or specific gift vouchers, or for both


5. Waiting list Reports
 

1. Go to Marketing>Reports>Waiting lists



2. Select if you want to generate a report of waiting list entries by:

  • the date the customer registered for (this is the date of the appointment)
  • the date when the waiting list entry was created


3. Select the date range

4. Select if you want to filter the report by class/tour/game or if you want to generate a report for all your classes/tours/games.

 


 

6. Coupon Reports

1. Go to Marketing>Reports>Coupons

2. Select the promotion for which you want to generate a report from the scroll down menu

            

3. Select if you want to generate a report of used or unused coupons or both

            


7. Promotion Reports

1. Go to Marketing>Reports>Promotions

2. Select the promotion type for which you want to generate the report - single code, multiple coupon codes or both.

3. Select if you want to generate a report of expired, not expired promotions or both.


8. Prepaid credit report

1. Go to Marketing>Reports>Prepaid Credits


2. Select if you want to generate a report for used or unused prepaid credits

3. Select if you want to generate a report of expired, not expired prepaid credits or both.


9. Schedule Reports

1. Go to Marketing>Reports>Schedule

2. Select the date range

3. Select the class/tour/workshop 

4. Select the resource, booking status 

4. Select if you want to list every class in a course.