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Running Reports on Venue Bookings

You can download a .csv report (comma-separated value) that provides a summary of venue space/room bookings in your account and details of each, including:

  • Venue and space/room name
  • Booking dates/times
  • Event name and status
  • Assigned contacts
  • Tags

You can filter the results using the following parameters/variables:

  • Date Range
  • Event or Lead name/status
  • Contact(s) assigned
  • Tags

To Download the Venue Bookings Report:

  1. Click on "Reports" in the main navigation bar.
  2. Find and click on the "Venue Bookings Report" link.
  3. Select the desired search parameters (see above).
  4. A .csv file will download to your computer momentarily.

NOTE: You can open the downloaded .csv file in Microsoft Excel or Google Docs Sheets.

 

Did you know we also offer our Brand New Custom Reporting Engine, Click Here for More Information:

Overview - Planning Pod Reporting Engine

How to Create Customized Reporting in our Brand New Reporting Engine