Bookings List: Difference between revisions
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=Customize= | =Customize= | ||
==Columns== | ==Columns== | ||
To add/remove columns from the view, click on " | To add/remove columns from the view, click on "View" then Columns, tick/untick the columns for your view. | ||
To reorder the columns, scroll to the column and then drag to the left or right to reposition in your list. | To reorder the columns, scroll to the column and then drag to the left or right to reposition in your list. | ||
To see a list of Archived bookings, include column 'Invoice' this gives a print invoice button for bookings and a download a csv file with the invoice data for archived. | |||
Add/remove the columns for your view then reorder the columns, if you change the columns, then you will need to reorder the columns again. | Add/remove the columns for your view then reorder the columns, if you change the columns, then you will need to reorder the columns again. | ||
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Click "Apply" to save the changes. | Click "Apply" to save the changes. | ||
To include 'Archived' bookings in the list, select column 'Invoice', this gives a print invoice button for bookings and a download to CSV file with the invoice data for archived bookings | |||
=Export data= | =Export data= | ||
Select the data in the view then click on one of the Export icons to export the data to your device. | Select the data/columns in the view then click on one of the Export icons to export the data to your device. | ||
*Copy - to your clipboard | *Copy - to your clipboard | ||
*Excel, CSV, PDF, will create files on your device. | *Excel, CSV, PDF, will create files on your device. | ||
To include 'Archived' bookings in the list, then select column 'Invoice', this gives a print invoice button for bookings and a download to CSV file with the invoice data for archived bookings | |||