Reports
MyHallWizard includes a range of reports and data exports to help you understand your bookings, track your finances, and export data to other systems.
To access reports, click Reports in the navigation bar.
Note: Some financial reports and external system exports are only available with a paid subscription and are not included in the Free Tier.
Bookings and Customer Reports
Bookings Report
Lists your bookings day by day, showing the time, booking name and rooms booked.
Filters: Date range, rooms, and options to show/hide private bookings, attendees, extras, details, and administration notes.
Extras Report
Lists bookings that include specific extras — useful for tracking equipment usage or resource allocation.
Filters: Date range and extras selection.
Export: Copy, CSV, Excel, PDF, Print.
Customer Bookings Report
Lists bookings grouped by customer, including duration and price information.
Filters: Date range, customers, and price lists.
Export: Copy, CSV, Excel, PDF, Print.
Bookings By Month
Shows booking trends over time with interactive charts for revenue, total duration, and number of bookings by month, plus a summary table.
Filters: Date range, rooms, booking status (Provisional/Confirmed).
Room Usage Report
Shows the number of bookings and total booking duration for each room — useful for identifying which rooms are most and least used.
Filters: Date range, rooms.
Export: Copy, CSV, Excel, PDF, Print.
Customer Usage Report
Shows the number of bookings, duration, attendance and revenue for each customer.
Filters: Date range, option to include customers with no bookings.
Export: Copy, CSV, Excel, PDF, Print.
Customer Category Report
Shows the number of customers, bookings, duration and revenue grouped by customer category.
Filters: Date range.
Export: Copy, CSV, Excel, PDF, Print.
Invoice and Payment Reports
Invoices Report
Lists your invoices with net, gross and tax figures (if tax is configured).
Filters: Date range, invoice status (Draft, Sent, Overdue, Paid).
Export: Copy, CSV, Excel, PDF, Print.
Invoice Lines Report
Shows a detailed breakdown of all invoice line items, including how much has been paid and how much is owing. Where invoices have been part-paid, amounts are apportioned to each line.
Filters: Date range, customers, invoice status.
Export: Copy, CSV, Excel, PDF, Print.
Lists all payments recorded in MyHallWizard — useful for reconciling with your bank account or Stripe.
Filters: Date range, payment methods, payment status (if Stripe is enabled).
Export: Copy, CSV, Excel, PDF, Print.
Uninvoiced Bookings Report (subscription required)
Lists any bookings that have not been fully invoiced, grouped by customer. You can generate invoices directly from this report — click the Invoice button next to any customer group.
This report is particularly useful for a monthly invoicing cycle.
Filters: Date range.
Unpaid Invoices Report (subscription required)
Lists all invoices with payment outstanding, including how many days overdue each invoice is.
Filters: Invoice status (Draft, Sent, Overdue).
Export: Copy, CSV, Excel, PDF, Print.
Booking Invoice and Payment Report (subscription required)
Shows which bookings have been invoiced, and whether the invoices have been paid. Useful for getting a complete picture of the billing lifecycle for each booking.
Filters: Date range, booking status (Uninvoiced, Part Invoiced, Fully Invoiced), invoice status.
Customer Amount Owing Report (subscription required)
Shows how much each customer owes you at a glance. Draft invoices are not included.
Filters: Option to show/hide customers with zero balance.
Export: Copy, CSV, Excel, PDF, Print.
Statement of Account (subscription required)
Generates a statement of account for a specific customer, showing all transactions and running balance. Draft invoices are not included.
Filters: Customer (required), date range (optional).
Invoices By Month
Shows invoicing trends with a chart of amount invoiced, paid and outstanding by month, plus a summary table.
Filters: Date range, invoice status.
Data Exports
Bookings Export
Exports your bookings as a table with full details, suitable for use in spreadsheets or other systems.
Filters: Date range, option to include price list column.
Export: Copy, CSV, Excel, PDF, Print.
Customers Export
Exports your customer list with all contact, invoicing and category details.
Export: Copy, CSV, Excel, PDF, Print.
Invoice Export for QuickBooks (subscription required)
Exports invoices in a format ready for importing into QuickBooks. See Export Invoices to QuickBooks for detailed instructions.
Invoice Export for QuickFile (subscription required)
Exports invoices in a format ready for importing into QuickFile.
Invoice Export for Xero (subscription required)