Reports: Overview

Overview report

This report provides a quick and simple snapshot of your bookings, revenue, top agents, and top-selling products. Additionally, you can filter by the booking creation date or by the date your guest has attended.

Note: Our update cycle runs every 3 hours.

Bookings Over Time

Shows a bar graph of all bookings made, split by channel, e.g., Online, Internal, Negotiated Rate.

Increasing the filtered date range provides a larger range of data, split by month - this is helpful to understand performance over time, such as year-on-year or month-on-month.

Tip: You can hover over each channel within the report to see more information.

Tip: You can sort all sections by clicking any headers, e.g., Total Value. To download the full results, hover over each section and click the button.

Filters

You can apply the following filters to this report:

• Booking Date: This filter shows the booking creation date, whether online or internal.
• Fulfilment Date: This filter shows the date your guests first attended or completed their experience with you.
• Order Status: Select an order status from the list to show only that status.
• Payment Status: Select a payment status from the list to show only that status.

For example, you can filter for orders created (either online or internally) in the last 30 days.

Or, you can filter by orders for guests that will complete their experience in the next 14 days.

You can also combine Booking Date & Fulfilment Date to give you data on orders created within the last 30 days and orders where guests will complete their experience in the following week.

More reports

• Revenue report shows a total revenue breakdown by day, allowing you to drill down to a specific day.
• Channels report shows a breakdown of total bookings by source, e.g., internally, online, or by Agent. 
• Products report shows a breakdown of total bookings and the overall performance of your products.
• Transactions report provides a breakdown of all payment methods used by your customers.
• Booking Lead Time report shows you how far in advance your customers are booking your tours & activities.
• Customer Demographics report provides all data and information about your customers. 
• Voucher Liability report lists all vouchers issued and partially redeemed by your customers.
• Session Utilisation report shows the overall performance and value of your product sessions.

Note: If you need help with the legacy Sales - Orders report, click here. If you need help with the legacy Sales - Products report, click here.

Frequently asked questions

Why am I not seeing new or recent bookings in my reports?

• Our update cycle runs every 3 hours and takes approximately 10 minutes to complete.

The legacy reports show new bookings, but why don't the new reports?

• The legacy reports connect to live production databases, so if you run a large report query, you will notice a significant slowdown in the application (and potentially for other users).

What will happen to the legacy reports?

• We have no immediate plans to remove the legacy reports. They will remain active on the following plans: Foundation, Accelerate, and Expansion.

Why is Rezdy building new reports?

• After receiving a ton of customer feedback, it was clear that our current reporting suite needed an overhaul. We set out to simplify our reports while empowering our customers to use the data we have to make business decisions through actionable reporting and insights.

Why did Rezdy choose these reports?

• We chose these reports for their simplicity and actionable nature. The base reports (Overview, Revenue, Channels, Products, and Transactions) help you understand sales information across a range of dimensions without needing to use multiple filters.
  We chose the new reports (Booking Lead Time, Customer Demographics, Voucher Liability, and Session Utilisation) specifically to leverage the additional data we have. These four reports shed further light on booking trends, customer information, financial liability, and the success of sessions.