Exporting a report

You can export your report and save it on your computer by clicking the save button. There are a number of handy formats available such as PDF, Excel, and Microsoft Word Document.

Steps

1. Run your desired report (see Running a report article)
2. Click the Save Icon above the report
3. Select the Export Format
   

The report should now be available in your Downloads bar or folder.

Advanced filtering in Microsoft Excel

You may wish to filter your report based on more conditions than shown on the online report. You can easily do this by exporting to Microsoft Excel.

Steps

1. Open your report in Microsoft Excel (ensure it has been exported in the Excel format)
2. Select the entire top row of the report by clicking on the left edge of the row

3. Navigate to the Data tab and select the Filter option

Dropdown arrows will now appear above all your columns which will let you filter by any value stored. For example, we could filter by Paid, Cancelled or Unattended in the Status column.

4. Click the arrow above your column of choice and tick the filter values. In this case, we will just tick "Cancelled" to show only the Cancelled Bookings.

Now the Report has been filtered to only show Cancelled Bookings