Reports pull together what's happening at your venue: who's booked, what's been paid, and what you're still owed. Open Reports from the left-hand menu to see them. They come in two kinds — Data reports you explore right on the screen, and HTML reports built to print or save as a PDF.

From here you can:

• Run a data report, then sort, filter or group it on screen
• Run an HTML report to print or save as a PDF
• Save your own version of a data report, so it's ready to run again

Open a report

1. Click Reports in the left-hand menu to expand it.

   

2. Click Data for a report you'll explore on screen, or HTML for one you'll print or save as a PDF.

3. Click the report you want.

   

See what's booked

Data reports

• Venue Signups — every booking and event signup at your venue.
• Venue Contracts — whether each booking's contract has been signed, with a column for each signer.
• Venue Signup Spaces — every space that's been booked, with its time slot.
• Venue Signup Notes — notes left on your bookings and signups.

HTML reports

• Venue Bookings Summary — bookings totalled by status, event type and date range.
• Space Utilization Report — how much use each of your spaces is getting over time.

See your invoices and payments

Data reports

• Invoices — every invoice, its total, what's left to pay, and what's overdue.
• Draft Invoices — invoices you haven't sent yet.
• Invoice Items — every line item you've billed, with its price, quantity and tags.
• Invoice Payments — every payment received, with its amount and type.
• Invoice Payment Items — which invoice item each payment covers.
• Failed Credit Card Payments — card payments that didn't go through, and why.

HTML reports

• Invoice Payments — a printable version of the payments you've received.
• Failed Credit Card Payments Report — failed card payments, ready to print.
• Tax Report — tax you've collected over a date range.
• Refunds Report — every refund you've issued.
• Outstanding Balances Report — every balance still owed to you.
• Outstanding Balances w/ Aging Report — outstanding balances, grouped by how overdue they are.
• Monthly Payment Allocation Report — payments received compared with payments allocated to that month.
• Invoice Quickbooks Export — your invoices, formatted to import into QuickBooks.
• Invoice Financial Edge Export — your invoices, formatted to import into Financial Edge.

See what's been paid out to you

• Payouts — what's been paid out to you, including refunds and fees.
• Payout Payments — the invoice payments included in each payout.
• Payout Payment Items — the invoice items covered by each payout payment.

Other reports

• Vendor Requests — responses to requests you've sent to vendors booked at your venue.
• Venue Customer Relationships — everyone who's booked with you, and how they're connected to your venue.
• Audit Log — a record of changes made in your venue account.

Save your own version of a report

Filter, sort or rearrange a data report's columns, and you can save it to run again later.

1. Open a data report.

2. Filter, sort, group or rearrange its columns.

3. Click Save as copy.

4. Fill in Name of report.

   

5. Click Save as copy.

Print or save an HTML report as a PDF

1. Open an HTML report.
2. Fill in any options it asks for, like a date range.
3. Click Print.
4. Choose Save as PDF in the print dialog if you don't want to print it.

Good to know

Right-click anywhere in a data report's table to export it as a CSV or Excel file.