1. Booking Platform
  2. Usage guides
  3. Using analytics and reports
  4. Reporting on account activity

How to report on email sent to customers and guests from the account activity report

Updated

You can report on email sent to customers and guests to have a current record of communications.

Read further to learn how to report on emails sent to customers and guests or find answers to frequently asked questions.

Callout icon of an open book outline, indicating a note. New to the account activity report? Read the article Reporting on account activity to learn more.

 

Reporting on emails sent to customers and guests

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Follow these steps to filter account activity to show emails sent to customers and guests:

  1. Go to the Account Activity report (Analytics > Account Activity).
  2. Open the Log dropdown menu.

    The account activity report area with an annotation highlighting the ‘Log’ dropdown menu.
     

  3. Place a checkmark next to the Email option. The report automatically updates to show only email log entries. 

    The account activity report Log menu with an annotation highlighting the ‘Email’ option.

    Callout icon of a light bulb, indicating suggestions. You can also add the Booking option, which displays the sent email(s) as a note entry and includes the email message content.

    The account activity report area with an annotation highlighting a ‘Booking’ entry.

      

  4. View any related email log entries.
     
    The account activity report area with an ‘Email’ entry in focus.

    Callout icon of an open book outline, indicating a note.

    You can include the following email details in the entries through the Edit Columns button:

    • Date
    • Source
    • Class
    • Event
    • Booking ID
    • Message, which contains recipient(s), subject, and the sender
    • Booker/item, which includes the booker and product(s) booked

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Analytics > Account Activity