Reporting and export capability
Reports & Export Capability
Structured intake becomes more valuable when it can be summarised across request types and carried into wider operational reporting.
Sample intake mix
Appointment
Requests currently represented in the sample queue.
Venue / Resource
Requests currently represented in the sample queue.
Group / Visit
Requests currently represented in the sample queue.
Recurring
Requests currently represented in the sample queue.
Booking / enquiry export
Export the shared intake queue, including type-specific context, review state and potential conflict references.
Export booking CSVInvoice export
Export invoice data for finance, reconciliation or wider reporting workflows.
Export invoice CSVOperational history
Records preserve context after intake, helping the organisation avoid treating every form submission as an isolated event.
View records