Bookings in the Client Portal 2.0

How to Export Booking Details?

You can export all the available booking details into PDF and Excel format.

1. Export Booking Details to PDF

You can export all the booking details into PDF files. To export booking details into a PDF file, click the PDF icon (as shown in the figure below), and all the records available are exported into the PDF file.

 

The downloaded PDF file shows the details of Service Location, Delivery Location, Date, Day, Shift Type, Shift Time, Member name, and Shift Status for the selected month.

 

Export Booking Details to Excel

You can export all the booking details into Excel files. To export booking details into an Excel file, click the Excel icon and all the records available are exported into the Excel file.

 

The downloaded Excel file shows the Summary details, Current Booking details, and Past Booking details.

 

The Current Bookings details include Service Location, Delivery Location, Member Id, Member Name, Shift Status, Shift Date, Type, Start time, End time, Shift Hours, Qualification, Expertise, Order Number, Order Date, Ordered By, Created by, Member Pay Level, and Booking Number details.

 

The Past Bookings details include Timesheet Number, Service Location, Delivery Location, Member Id, Member Name, Shift Status, Invoice Verified, Invoice Number, Shift date, Type, Start time, End time, Shift Hours, Break (Mins), Wkd Hrs, Qualification, Expertise, Order Number, Order Date, Ordered By, Created by, Shift Pay Level, and Booking Number details.

 

You can export booking details into PDF format only in the mobile view.

 

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