Export booking and campaign reports
Filter Reports → Bookings by source, campaign, status, location or date, then export a CSV that matches exactly what you filtered.
Marketing Insights answers "which channel worked". Reports → Bookings (/app/reports/bookings) gives you the underlying rows — every booking with its source, campaign and attributed revenue — and lets you take them away as a CSV.
What is in the report
These fields are available as both columns and filters:
Booking date vs service date
These answer different questions. Filter by booking date to judge a campaign — that is when the marketing did its work. Filter by service date to plan staffing and stock. Mixing them up is the most common reason two people get different totals from the same report.
Booking status buckets
Conversion rate is based on confirmed bookings; completion rate is based on completed bookings. Knowing which bucket a report is filtered to explains almost every discrepancy between two numbers that "should" match.
Export a CSV
- Open Reports → Bookings in the Partner Portal.
- Apply the filters you want — source, campaign, medium, tracking link, status, location, and your date range.
- Check the on-screen rows look right before you export.
- Export the CSV.
The export honours your active filters
The CSV contains exactly the rows your filters produced — not the whole table. If a total looks smaller than you expected, check what was still filtered when you exported.
Reports worth saving as a routine
Working with the CSV
- Open it in any spreadsheet tool and build a pivot table on source and campaign for a quick channel summary.
- Keep the revenue type column in any summary you share, so nobody mistakes an estimate for takings.
- When you compare two exports, make sure both used the same date field and the same status filter.
- Export at the same point each month if you are tracking a trend — the 30-day attribution window means late-arriving bookings keep being added to a recent period for a while.
Who can export
Owners manage campaigns, spend and average-value settings. Managers can view marketing reporting. Staff cannot see marketing data. Partners only ever see their own account’s data — no export ever contains another business’s bookings.
If a campaign is missing from your export entirely, work through Troubleshoot missing campaign attribution. For what the revenue column means, see Understand actual and estimated revenue.
Was this article helpful?
Your answer helps us decide what to rewrite next.
Related articles
Understand actual and estimated revenue
Where every revenue figure in Seatingly comes from, why some are labelled Estimated, and how to make your estimates trustworthy.
Read articleMarketing and TrackingMeasure booking ROI in Marketing Insights
Enter your spend and average values, then read conversion rate, completion rate, ROAS and cost per booking to see which channels pay for themselves.
Read articleTroubleshootingTroubleshoot missing campaign attribution
Bookings showing as Direct/Unknown when you expected a campaign? Work through the real causes, in the order they are most likely.
Read articleStill need a hand?
If a guide did not cover it, a real person on the Seatingly team will. Tell us your business name and what you are trying to do, and we will reply within 12 hours.