Reports & Admin

XLSX & PDF Exports

Download what you see — not what the system decides.

Accountants want XLSX. Landlords and investors want PDF. The chef wants a printable tomorrow-list. None of them want to learn a dashboard. The answer is exports — but if your system only offers a generic "download all" button, everyone still gets something they didn't ask for and opens the file to find noise.

XLSX & PDF Exports takes whatever filters are applied on the screen — date range, channel, status, server, section — and bakes them into the download. If you're looking at Saturday dinner covers for the garden section, that's the file. No post-processing in Excel, no deleting columns, no "wait, what was the filter?"

PDF exports ship with the venue brand header (logo, address, tax ID) so the finance team can attach them directly. XLSX ships with typed columns (numbers as numbers, not strings) and a totals row where it makes sense.

Key benefits

1

On-screen filters preserved

What you see is what you download. No post-processing, no "why is this column empty".

2

Brand-headed PDFs

Logo, address, tax ID on every page — ready for finance, landlords, auditors.

3

Typed XLSX columns

Numbers stay numbers. Dates stay dates. Pivot tables work without cleanup.

4

Multiple document types

Reservation lists, guest databases, reports, event summaries — each with its own template.

5

Scheduled exports

Send the weekly XLSX to your accountant every Monday at 09:00 automatically.

How it works

  1. 01

    Apply your filters

    Narrow down to the date, status, channel, section you care about.

  2. 02

    Click Export

    Pick XLSX or PDF. The active filters go into the file.

  3. 03

    File downloads

    Clean columns, brand header, totals row. Open and send.

  4. 04

    Or: schedule

    Recurring export with email delivery. Set once, forget.

  5. 05

    Audit trail

    Every export logs who ran it and when — useful for compliance.

Download what matters, not everything

On-screen filters baked in, brand header on PDF, typed columns on XLSX.

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