You can use it to track new bookings, breakdown ticket sales by type, and review details for completed events. Reports are generated as downloadable Excel files for easy access, analysis, and sharing.
How to generate a Bookings Report
Requirements: You must have access to the "Grow" section in Understory.
Click “Grow” in the sidebar - Sidebar options expand
Select “Insights” - Insights page opens
Click “Reports” in the top right - Reports screen appears
Press the “+ Report” button - Generate report window pops up
Set “Type” to “Bookings” - Bookings report option selected
Choose your start and end date - Dates set for report period
Click “Generate report” - Report begins processing
Wait for report to say “Ready” - Report is available to download
Click the download icon - Report downloads as an Excel file
🧾 Overview of the Tabs
1. Bookings – All Bookings in the Period
This tab shows each booking made during the selected period, including information about the experience, customer details, and payment status.
✅ Use it to:
Track new incoming bookings
Monitor booking statuses (e.g., active, moved)
See payment and booking times
2. Orderlines – Itemized Breakdown of Bookings
This tab breaks each booking into its individual components (called “order lines”), showing the quantity and price of each ticket type purchased.
✅ Use it to:
Understand how many units/tickets were sold
View VAT and total values
Reconcile booking IDs with receipt IDs
3. Bookings Completed – Past Events Held in the Period
This tab lists bookings where the event has taken place during the selected period, regardless of when it was booked.
✅ Use it to:
Track completed or hosted events
Check what revenue has been "realized"
Report on fulfilled experiences
4. Orderlines Completed – Itemized Breakdown of Completed Bookings
Like the previous tab, but with each line item detailed (ticket quantities, unit prices, etc.) for completed events.
✅ Use it to:
Analyze ticket types for completed events
Match up historical sales data
Export detailed data for financial reporting
What can I do with the Bookings Report?
The Bookings Report provides multiple tabs when opened in Excel. You get an overview of bookings made during your chosen timeframe, broken down by booking details, ticket types, and completed events. Use this to:
Track newly made bookings and their status
Break down numbers and revenue by ticket type
Check past events that were completed during the chosen period
Prepare for financial or sales reporting
Export detailed data for custom analysis
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