Customer Bookings - Report

The Customer Bookings report provides a detailed breakdown of customer activity within the selected date range. For every customer who has at least one booking that overlaps with the chosen period, the report displays key metrics: the total number of bookings, the total number of days booked, the total amount invoiced and a percentile Rank indicating your top clients.

The totals for days and invoiced amounts are calculated using the full duration of each qualifying booking. This means that if a booking begins before or ends after the selected date range, the entire length and full invoiced value of that booking are included in the totals, not just the portion that falls within the specified dates. As a result, the report offers a complete view of each customer’s overall booking value whenever any part of their booking matches the date criteria.

To access the Customer Bookings Report, go to Reports > Customers > Customer Bookings.

Using the date pickers, select the start and end dates for the period you want to review. Once you’ve chosen your dates, the report will update to show all customers who have active bookings that fall within your selected range.

If you want to view all-time data, simply leave the date pickers blank and select the All Time button

From this page you can view the customers details.

The report will populate with.

• Customers Name
• Pets associated to the customer
• Mobile Phone 
• Email Address
• Postcode
• Total Invoice for the date range selected
• Total number of bookings for the date range selected
• Total number of days booked for the date range selected
• Rank - Lower percentages represent higher‑ranking customers based on total spend, while higher percentages indicate lower‑ranking customers.

The Search bar lets you quickly look up customers.

To help you search efficiently use information like:

• Customer Name
• Pet Name
• Address
• Phone Number

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 such as Daycare, Boarding or Grooming.

Select Customer Type - Enables you to filter by customer type.

Only Customers With Bookings - Toggle on the switch to view only customers who have 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.

When you are 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 customers who have lapsed view - Lapsed Customers - Report

On amounts customers have paid view - Customer Paid - Report