Find, filter and export bookings

The Export report lets you find individual bookings using dates, payment statuses, products, and other filters.

Use it to check booking details, find specific groups of customers, or export booking information.

Find bookings

1. Go to Reports → Export.
2. Select the date range you want to review.
3. Choose whether to filter by Booking date, Payment date, or Expiration date.
4. Apply additional filters if needed.

The report shows bookings that match your selection.

Choose the right date filter

The date filter determines which bookings or payments fall within your selected period.

• Booking date: When the customer made the booking.
• Payment date: When a payment was registered.
• Expiration date: The expiration date of the booking.

For example, a customer books lessons in January and pays in two installments, one in January and another in February.

Filtering by Booking date in January finds the original booking.

Filtering by Payment date uses the dates of the payments. Depending on the period you select, only one installment may fall within the results.

If you need a list of individual payment transactions instead, use Reports → Transactions.

Filter bookings

Click the filter icon to narrow down the results.

You can filter by:

• Product category: Show bookings from a particular category.
• Product: Select a specific product.
• Source: Find bookings associated with a particular booking source.
• Language: Filter by customer language.
• Status: Filter bookings by their lesson or scheduling status.

For example, the Status filter includes:

• Bookings with unscheduled courses: Find bookings that still have lessons to schedule.
• Bookings with given courses: Find bookings with lessons that have already taken place.

Filter by payment status

You can also use the payment filters above the booking list.

Two important options are:

• All paid: Shows only fully paid bookings.
• Not paid: Includes both completely unpaid and partially paid bookings.

Important: A partially paid booking is included under Not paid because there is still an outstanding balance.

Review booking details

The results show information such as:

• Booking number and customer
• Booking date and product
• Product options
• Open slots
• Payment information and booking amount
• Payment date and expiration date

The Open slots column distinguishes between future, unscheduled, and already given lessons.

Click a booking number to open the corresponding booking.

Export the results

1. Select the date range and filters you need.
2. Review the matching bookings.
3. Click Export in the top-right corner.

You can use the downloaded data for administration, checking outstanding lessons, or working with booking information outside Viking.

Common uses

Find fully paid bookings with unscheduled lessons

Use All paid together with Bookings with unscheduled courses.

Find outstanding payments for lessons already given

Use Not paid together with Bookings with given courses.

For both searches, make sure the Booking date range includes the bookings you want to review.

Related articles

• Understanding Reports in Viking
• View and export transactions
• Find paid bookings with unscheduled lessons
• Find bookings with given courses and outstanding payments