In Tripleseat, there are many options for reporting customization, which can help users search for specific information. If you are looking for a way to report on which Bookings were turned Definite within a certain date range, please see the steps detailed below.
- To begin, go to Reports > click Custom under the Booking Details Report > Customize. That will open a popup window where you can further refine your search.
- In the date field that is labeled Definite Date, enter the dates that you would like to report on. This will then show any Bookings that turned Definite within the selected range. You may also filter by status, owner, or location on this page.
- Next, click on the Columns tab. This is where you can decide what fields should be columns in your report. De-select any fields irrelevant to your query, and select any fields you’d like to include. You can also drag and drop the selected columns on the right side to rearrange the order of the fields. Then click Run Report at the bottom to view results.
If you wish to adjust the columns further, add or remove filters, or make any other changes, click back into Customize in the upper left. Once you have the report as you’d like, you can click Save in the upper right to save it to your reports section in Tripleseat. Additionally, you can click Export to download the report as a file outside of Tripleseat.
If you have any further questions regarding reporting, feel free to contact our Support team at support@tripleseat.com.