Booking Report - Booking Management & Planner Dashboard
Booking Report - Booking Management & Planner Dashboard
The Booking Management and Planner Dashboard streamlines reporting by consolidating multiple reports into a single view, adding relevant metrics and pages aligned to current use cases, and enhancing usability to support faster, more efficient workflows.
By applying filters on each of the screens, this will allow you to:
- view all Bookings in a service from a single screen, to take necessary actions to maintain future occupancy numbers.
- view the date on which the booking are ending in a service to take necessary actions to maintain future occupancy numbers.
- identify bookings that are ending prematurely so that I can correct them so the system can extend them.
- identify Children that are ending care in the next 4 weeks so that I can extend their care or fill the vacancy.
- drill down to Regions and/or Centre so that I can take necessary actions to maintain future occupancy numbers
- Resolve booking extender errors for children.
Filters allow you to refine the data, and extract into a report.
What information is on the report
The report is broken into 5 parts:
- Planning Tool
- Rooms and Region
- Bookings and Revenue
- Extend Bookings Report
- Child Booking Comparison by Period Report
What information is on each Tab
- Planning Tool
The planning tool tab is an overview of bookings & revenue for the selected region and or centre/s.
- Bookings for Regions and/or Centre
- Revenue
- Extend Bookings errors
- View graphs regarding changes to children, bookings and revenue
- Rooms and Region
The Rooms and Region tab provides you with a further breakdown of bookings in graph form for the selected region and or centre/s.
Filters can then be applied, and a report extracted to filter the information further.
- Total revenue across selected rooms/centres/regions.
- Booking types - Weekly, Fortnightly or Casual
- Actual bookings per week per room
- Booking across a region
- Bookings and Revenue
The Bookings and Revenue tab provides you with a further breakdown of bookings and revenue details in graph form for the selected region and or centre/s including:
- Report details to include e.g. Grouping by Centres, Transaction types to include
- View a breakdown of each centre, room/rolls per month
- Total bookings & revenue per centre for selected date range
Filters can then be applied, and a report extracted to filter the information further.
Total view
Monthly view
- Extend Bookings Report
The Extend Bookings Report tab provides you with children who have booking extender errors.
These bookings will need to be corrected to ensure the child and their bookings remain on the rolls.
To assist you further with booking errors see: Extend Booking errors & actions
- Child Booking Comparison by Period
This report is to provide you with booking comparisons for selected date ranges to understand booking revenue changes.
Section 1
Heading | Description |
|---|---|
Period A | Dates for comparison period for base line e.g. Quarter 1 |
Period B | Dates for comparison period for changes e.g. Quarter 2 |
Section 2
Heading | Description |
|---|---|
Period A Bookings | Total amount of bookings for period A date range |
Period A - Children | Total amount of children for period A date range. |
Period B Bookings | Total amount of bookings for period B date range |
Period B - Children | Total amount of children for period B date range. |
Section 3
Heading | Description |
|---|---|
Not Returning | Number of children not returning for period B date range |
Reduced | Number of children with reduced bookings for period B date range |
New | Number of children who commenced care for period B date range not booked in period A |
Section 4
This section includes a breakdown of the children included in the KPI's.
Columns to Note:
Heading | Description |
|---|---|
Period A Bookings | Total number of bookings for selected child for period A |
Period B Bookings | Total number of bookings for selected child for period B |
Difference | Differing Day Count from period A to period B. eg. Status = Increased, Period A Count = 10, Period B Count = 14 |
Status | Increased = Child's booked days have increased from period A to period B, Reduced = Child's booked days have decreased from Period A to Period B, Not Returning = Child's bookings have ceased from Period A to Period B |
Additional Actions
Right clicking any column in a row provides navigation options to the Family Bookings, Child Enrolment, and Payment Account screens, each opening in a new tab.
Updated on: 15/05/2026
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