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Search results for: reports

How can I monitor customer payments?

Use our payment reports and booking icons… Within your simpleERB reports section of your account, you can pull a payment report by date range of… Here is a direct link to the report - https://app.simpleerb.com/restaurant/reports/deposits.aspx
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Written by Chelsea
Updated this week

How can I obtain specific customer and booking data reports.

See our extension list of useful reports… You can also access it here - https://app.simpleerb.com/restaurant/reports/ When you click this, you… This will produce a drop down list of all the selectable reports
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Written by Chelsea
Updated over a week ago

How can I get a list of specific date bookings with the tables numbers for Covid 'track and trace' guidelines?

Use your Diary view for 'track and trace' reports… If you are required by authorities to generate a customer booking report for Covid 'track and trace',… How to view a dated booking report: In the diary view, choose from the date calendar selector the
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Written by Chelsea
Updated over a week ago

Can I get a report of all future bookings?

Future Bookings Report… simpleERB has two helpful reports to export all the future bookings you have in your diary
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Written by Chelsea
Updated over a week ago

Forward covers and business planning

Pipeline ", "forward covers booked report "… You can get the report at https://app.simpleerb.com/restaurant/reports/forwardbookings.aspx See our… quick overview video here about simpleERB reports
Ronnie Somerville avatar
Written by Ronnie Somerville
Updated over a week ago

How do I download my customer database that have opted in to our mailing list or marketing emails?

To download your customer database, go to reports, expand the list of reports, and choose customer export… See our quick video about simpleERB reports here
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Written by Chelsea
Updated over a week ago

How do Quick Info Buttons work?

Once you have recorded a few customers bookings using these buttons, you can start pulling the reports… At the top right of the screen when logged in as a manager/owner, you will see a reports option… Open view all reports and select “Customers Export”
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Written by Anthony
Updated over a week ago

What are the 4 authority login access levels?

Manager users have access to reports, settings and the ability to 'manager override' certain functions… These users also do not have access to view settings or reports
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Written by Chelsea
Updated over a week ago

Be prepared for Valentine's Day

To download your customer database, go to reports, expand the list of reports and choose customer export… Forward Booking Reports The forward booking report is simple but we believe it is very useful for… You can access the report at; https://app.simpleerb.com/restaurant/reports/forwardbookings.aspx
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Written by Chelsea
Updated over a week ago

How can I monitor no shows?

This can also be surfaced in your customer export reports here… should-i-actually-charge-no-show-customers-a-deposit-or-cancellation-fee-the-maths In your simpleERB reports… See our quick overview video here on more about simpleERB reports
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Written by Chelsea
Updated over a week ago