INTRODUCTION
Feature Summary: Generate a list of all reservation and event dates for a period.
Use Cases: System users can see every booking, court details, and confirmation number. Optionally, use filters to track peak demand periods, facilities, or instructors.
Module 6 is an seventeen-part quick-start guide highlighting the key steps admins should complete when running reports. This article is Part 1.
Part 1: Generate a Pickleball Reservations Report
SETUP REQUIREMENTS
Go to the side menu and click REPORTS > RESERVATIONS. On the next page, set the report filters. Manually set the start and end dates or click the field to select a pre-built period (e.g. Current Year).
Enable any combination of filters to narrow the data set. For example, system users could generate a report for one specific pickleball instructor.
Scroll down to the Setup Report Output heading. The table shows all possible columns that could be included in the report (based on the enabled filters). Check or uncheck boxes to add or exclude report columns.
Viewing the report
Click the Run Report button (at the top or bottom of the page). A new tab opens with the report in a table format. Click a button to export the report (.xlsx or PDF).
To filter table data, click the filter icon, select an operator (e.g. is equal to), and enter a value. To change the sort order, go to a column heading and change the direction of the arrow.
Saving a report
Click the Save Report button to keep the report on the platform. Enter a report name and select a Visibility option.
Private means only the user who created the report can see the report.
Shared means users with report access can view this document.
VIDEO TRAINING & RELATED WEBINARS
CLICK HERE to watch the section of Module 6's video that covers the information in this article.
Watch the entire Module 6 video to learn about Reporting.