Bookings Report

The bookings report shows all booking line items across your workspace. Each row represents a single booking within an order, with details about the client, supplier, dates, and pricing. The report updates automatically as you change filters, so there is no need to click a run button.

Filters

Filters appear as compact chips in a horizontal bar at the top of the page. The Date filter is always visible. Other filters appear only when you add them.

To work with filter chips:

• Click a chip to open its popover and change the value
• Click the X on a chip to remove that filter and reset it
• Click the + button to add an optional filter (Supplier, Inventory item, or Trip)
• Click Clear filters to reset all filters back to defaults

Date filter options

The date chip has two settings: the date field and the date range.

Date field controls which date is used for filtering:

• Travels on (default) — filters by the booking's service or departure date
• Booked on — filters by when the booking was created

Date range supports two modes:

• Relative dates — a rolling window such as "next 60 days" or "last 3 months". You choose the direction (next or last), a number, and a unit (days, weeks, or months). Relative dates recalculate automatically each time you open the page.
• Absolute dates — pick specific start and end dates. Use this for fixed reporting periods.

Saved views

You can save your current filter configuration as a named view so you can switch between different setups without re-configuring each time.

Saving a view

1. Click the bookmark icon at the left side of the filter bar
2. Click + Save current
3. Enter a name for the view
4. Optionally check Share with workspace to make the view visible to all team members
5. Optionally check Make default for me to have this view load automatically when you open the Bookings report
6. Click Save

Private vs shared views

Views are private by default — only you can see and use them. When you check Share with workspace, the view becomes visible to all team members. Shared views can be loaded by anyone, but only the owner can edit or delete them.

Loading a saved view

Click the bookmark icon to open the views popover. Your saved views are listed along with any views shared by other team members. Click a view name to apply its filters. The active view is indicated with a checkmark.

Managing views

When you hover over a view you own, management controls appear:

• Star icon — toggle whether this view is your personal default. When set, the view loads automatically each time you open the Bookings report.
• People icon — toggle whether the view is shared with your workspace.
• Trash icon — delete the view. You are asked to confirm before deletion.

Updating a saved view

If you modify the filters while a saved view is active, the bookmark icon shows an orange dot to indicate unsaved changes. Open the views popover and click Save changes to "[view name]" to update the view with your current filters. Only the view owner can save changes.

Clearing a view

To stop using a saved view and return to the default filters, open the views popover and click Clear.

Report Columns

The results table shows the following columns for each booking:

Common Tasks

Viewing Bookings for a Supplier

1. Navigate to Reports > Bookings
2. Click the + button and select Supplier
3. Choose one or more suppliers from the popover
4. The report updates automatically with the filtered results

Uploading Attachments

From the bookings report, you can attach documents (confirmations, vouchers, etc.) directly to individual bookings:

1. Open the report and adjust your filters to find the booking
2. Click the attachment icon on a booking row
3. Upload your file in the panel that opens

How It Connects

• Orders — Each booking belongs to an order. Click the order code to navigate to the order.
• Suppliers — Filter bookings by supplier to review fulfillment status. Supplier contact details and reporting configuration are managed in Data.
• Attachments — Upload booking confirmations and vouchers directly from the report rows.
• Inventory — Product types and supplier assignments flow from your inventory catalog.