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Upcoming Events Report

Applies toLite plan and upNeeds Reports · ViewUsually owner, manager

It looks forward. The right arrow steps into the future on this report, and it does not compare with an earlier period.

Before you start

  • A plan that includes this report.
  • The Reports · View permission.

Steps

1

Open the report

Open the drawer → Reports, then under Financial & Inventory, tap Upcoming Events.

The Upcoming Events Report report in the Reports hub
Reports hub
2

Pick a period

Tap Period and choose Today, Yesterday, This or Last Week, This or Last Month, Last 7 or 30 Days, or Custom dates. Weeks start on Monday and periods follow your store's time zone.

The period picker
Period
3

Read the figures

Upcoming, Scheduled and Confirmed, then the next bookings in the period, each with its title, status, start time, type and party size.

Upcoming Events Report: read the figures — screenshot coming soon

Read the figures

What happens next

  • Only completed and closed orders count, at the moment they were completed. Pending, held, voided and cancelled orders are left out.

Edge cases

  • Matched on start time. Only Scheduled and Confirmed bookings count. Cancelled, no-show and completed ones do not.
  • Step forward. This Week and This Month run to the end of the week or month. Tap the right arrow for the next, or use Custom dates. Last 7 and Last 30 Days only look back.
  • The list previews the soonest. Open Events for the full, filterable list.
  • How every report works. The period, comparison and export controls are the same on every report. See How every report works.

Works with

Add-on or planWhat changes on this page
PlanAdvanced reports need Lite and up. On Starter the card is hidden and the server refuses the report.
Events (Starter and up)Bookings must exist.
Start FreeSee Demo