Booking search

There are two types of searches that can be performed from the Booking menu:

A regular booking search

• (Demographic data, with "sales values", not full financials)

  as described further below:

A vehicle movement data search, ideal for performing vehicle relocation searches.  

• (Relocation / Storage records by date) as described below

Booking Data Search

(Demographic data, with "sales values", not full financials)

• From the Main Menu, go to Bookings | Search | Ad hoc search data, and enter your search criteria as per the example below.  
• In this example you could perform a search where L4 Method (L4 is the client, Method is how the booking came to you) = Agent.   This will provide you with a list of all bookings made where the Booking Method selected was "Agent"

• Click the sort button so that you can see the search results
• The search results appear.  From here you can perform another find, sort this list, export to a file, or create a pivot table

Vehicle Movement Search

This allows you to search for the vehicle relocations or storage records, over a range of criteria, such as season, by staff member, etc.

Saving and refining your searches

For a more comprehensive document on Ad hoc reporting, including multiple search criteria, saving and reusing searches, sorting, subtotalling, and exporting, please visit here

Pivot tables

Pivot tables take your searches to the next level - you can slide and dice the data, and present the data however you prefer - bar charts, pie charts, line graphs, etc, or export the data to use in a spreadsheet.

Using the pivot button, Booking Pivot tables are able to be created to suit your own requirements, or use one of the provided example pivot tables, such as Fitness Data and How did you hear.

Learn more about Pivot tables here