You can export information of bookings. To do this, you just need to select appropriate filters and export file.
Follow the procedure below to export this information.
- Go to Settings Management -> Click on Export -> Export Bookings.
- A filter form will appear which will contain following filters which you can select as per your requirements.
- Created Between : In case you require information of bookings in a specified time period, you should select the date filter from here.
- Sales : If you want know information of bookings particular sales user, you can get it with this filter. You need to select the user from drop-down list. You can filter data with multiple users also.
- Project : To get booking information related to specific project, you need to select appropriate project from the list.
- Email : To export this data, you need to enter email address to which this export will be sent by an email.
- Click "Export" option. The export file in csv format will be sent to email address,you can download and use this csv file. Please note that this link will expire after 24 hours of sent time.
You can download the exported file from your mail. The csv file contains all information of bookings like Lead Id, name, Unit type, Unit Number, Floor Number, Building name, Booking date, PAN Number of user, basic rate, Effective rate, parking number, carpet area, saleable area, Cost Details, remarks, Project,offers, sales person of lead, campaign, source, sub-source, inquiry date.