This guide explains how to use the Report Builder tool in Bookeasy to create custom reports tailored to your specific operational needs. Report Builder allows you to select from available data fields and configure report parameters to extract the information most relevant to your business. Please note that whilst Report Builder offers flexibility in how you structure and filter reports, you are still limited to the data fields and information that Bookeasy is able to supply within the system.


  1. Navigate to the left-hand menu (3 lines in the top left hand corner) 
  2. Click Reporting > Click Report Builder
  3. In the Report drop down, select Create a new custom report > Click Edit
  4. Under the Details tab, complete the following: 
    1. Name: Name of your custom report. 
    2. Description: Description of the report 
    3. Show in Console: If this is ticked, the report will show under the Reports tab in your navigation bar. If you add a report to the console it cannot be edited. 
  5. Click Save Changes 
  6. Click the Data tab. The Data tab is where you select which columns (fields of information) will appear in your report. 
  7. Click Add Column. You'll see a list of available data fields organised by category. These are all the different pieces of information the system can include in your report as columns.
  8. Select a topic from the Table dropdown and choose the desired data from the Column, column i.e. Table: Booking, Column information available; Booking ID, Booking Date, Booking Notes
  9. If you require the column you have created to be an aggregated field, select Sum, Count or Average (dependent on the data field selected) from the Aggregate drop down
  10. If you would like to rename the column, enter the new name under the Alias column
  11. Continue to select Add a Column until all the data for your report has been selected.
  12. Once completed, click Save Changes
  13. Click the Filters tab. Filters allows you to define which data will be filtered out or within your report 
  14. If applying Filters, complete the following: 
    1. Table: The category of data being filtered. This is telling the system, where to look. 
    2. Column: The specific data being filtered. This is telling the system, what to look at.
    3. Comparison: This determines how the system will. This is telling the system, how to compare. 
    4. Alias: Edited name of the filter
    5. Default Value: Predetermined (fixed filter each time the report is run. This is telling the system, what to compare against. 
  15. Once completed, click Save Changes
  16. If you need to order your data in a particular order, click the Order By tab
  17. If applying an order, complete the following: 
    1. Alias: Select the column you wish the system to sort by
    2. Order by: Select whether you would like the data ascending or descending
      Note: If using multiple sorts by rules, review the order for priority
  18. Once completed, click Save Changes
  19. To generate your new report, click Run Report 
  20. When previewing your custom report, click Export Report (Top Right) to export to a CSV file or Edit Report should you wish to make additional changes. 


To learn more about the data fields available in our reports, please review the below articles: