Booking Reports Overview

What this does

This guide explains the Reports area in Booking.

Use it to review booking revenue, booking counts, and payment totals across a selected date range.

Before you start

• The report becomes more useful when division and service structure are already clean.
• The date range and filters change what the report includes.

Steps

1. Open Booking.
2. Go to Reports.
3. Select the date range.
4. Filter by Division if needed.
5. Filter by Service if needed.
6. Click Apply.
7. Review the report sections for:

• Revenue
• Bookings
• Payments

Why this matters across the suite

Booking reports help the team understand what is being booked and billed before that context disappears into separate manual reporting work.

Common mistakes

• Reviewing results without checking the date range first.
• Comparing divisions or services without filtering the report properly.

What to do next

If you need deeper operational follow-through, compare the booking results with the matching workflows in Timecards, Expenses, or Invoice.

Related guides

• Booking: How to add a booking
• Booking: How to manage booking taxes
• Timecards: Timecards setup overview