Bookings Created - Report

The Bookings Created report provides an overview of all customer reservations entered into the system within a selected date range. This page is designed to help you track booking volume and administrative activity by showing exactly when a reservation was made, which staff member or user created it, and the booking details. By using the date parameters, search bar, and advanced filter options, you can easily audit administrative workflows, monitor incoming booking trends, and quickly pull historical reservation data for reference or export.

To access the Bookings Created Report, go to Reports > Bookings > Bookings Created.

 

Using the date pickers, select the date range you wish to view. Within the selected date range, the report will display bookings that were created in between the chosen dates.

The blue text on this page is clickable and will take you directly to the corresponding information. E.g. Booking Number will take you to the booking, Customers name will take you to the customers profile.

From this page, you can quickly view all key details at a glance, including:

• Booking Number
• Customers Name and Number
• Pets 
• Customer Type
• Location  (If you have multiple sites)
• Created Date and Time
• Checkin Date and Time
• Checkout Date and Time
• Booking Status (Forthcoming, Checked In)
• Created User

The Search bar lets you quickly look up a booking.

To help you search efficiently use information like:

• Booking Number
• Customer Name

Click the   Filter icon in the top right corner to open the filtering menus, where you can narrow your search using specific criteria.

Select Location - Enables you to filter by location when using the multi location plans.

Select Area - Enables you to filter by Area Type such as Daycare, Boarding or Grooming.

Portal Only - When enabled, this will display bookings created through the Customer Portal only. Leave this switched off to view all bookings.

If you want to show more or fewer entries on the page, use the Show Entries dropdown in the top‑right corner.

The system defaults to showing 10 entries to help reduce server load, but you can increase this up to 5,000 entries if needed. 

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

Just a heads-up when you're ready to print or export: the system will only include the entries currently visible on your screen.

To ensure you get your full list, please remember to adjust the "Show Entries" dropdown to reflect the total number of records you need before clicking export.

For More Information

On Bookings - Bookings

On adding Bookings - Adding Bookings

On Booking Revenue - Booking Revenue - Report