Reports are how you pull data across many bookings at once instead of opening them one at a time. The step that decides everything else is which report type you start from — picking the wrong one is behind most reports that come back looking wrong.
Build your report
Go to the Reports tab.
Choose the report type that matches what you need:
Bookings — deal-level data, one row per booking, and the widest set of columns available.
Events — show-level data, including advancing and logistics.
Invoices — one row per invoice, for tracking what's outstanding.
Settlement — post-show reconciliation. This is also the type report templates are built against.
Click Create New Report.
Set your filters in the top right — date range, agent, artist, status. Leave them all clear if you want everything.
Open the gear icon and choose Manager/Filters to pick your columns and set each column's format.
Click Create Report to run it.
Download the result as PDF or CSV.
Save it for next time
Save the report once you've got the filters and columns the way you want them, and give it a name you'll recognise later. From then on you can open it from the Reports tab and re-run it instead of rebuilding it.
Worth naming saved reports for what they actually contain — the agent, the artist and the period — rather than something generic. You'll end up with several, and the names are all you have to tell them apart.
Good to know
Filters live in the top right; columns and column formats live behind the gear icon under Manager/Filters. Two different places, and mixing them up is a common source of confusion.
Set date columns to Date Short (YYYY-MM-DD) if you plan to sort by date. Long weekday formats sort alphabetically instead.
A full Bookings export with every column added can run past 450 columns. Add only the columns you need and the file stays workable.
If a saved report ever looks short or wrong, rebuilding the same thing as a new report is the quickest way to tell whether the saved version is the problem.