Templates
Start with a familiar DJ business question.
Choose a ready-made report for a familiar business question, preview its fields, then adapt it to your needs.
Lead pipeline
Invoice status
Tasks
Campaigns
Find the business activity that needs your attention.
Build the report once, then export it or schedule it to arrive automatically.
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Answers from your DJ business data
Which weddings still have a balance due? Which venues and enquiry sources generate the most bookings? How is work spread across your operators? Choose the records and fields that answer the question, with a live preview as the report takes shape.
Report builder
Live preview
Upcoming bookings
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| # | Booking | Event date | Venue | Total | Paid | Outstanding |
| 1 | Olivia & Jamie | 14 Jun 2026 | The Old Mill | £1,250 | £400 | £850 |
| 2 | Maya & Alex | 19 Jul 2026 | Riverview Barn | £1,500 | £750 | £750 |
| 3 | Harper & Sam | 8 Aug 2026 | Oak House | £1,100 | £1,100 | £0 |
| 4 | Sophie & Theo | 22 Aug 2026 | The Glasshouse | £1,325 | £325 | £1,000 |
Build a DJ report you will use more than once.
Begin with a useful template or a blank report, focus it on the events and business questions that matter, then choose when the finished file should arrive.
From first enquiry to final balance, report on what matters.
Work from the business information your team already maintains, without copying it into another spreadsheet first.
Understand the bookings in your pipeline and where they come from.
Bring booking finances together so you can report on deposits and outstanding balances for every booking.
Check how event planning and team activity are progressing.
Keep campaign activity together as you review and send email campaigns to the right audiences.
Reports can use supported information from across the CRM. The fields available depend on the source you choose.
Yes. Choose the fields you need, rename or reorder columns, combine filters, and select the sort field and direction. A live preview lets you check the result before saving.
Reports export as Excel .xlsx files, ready to open, share, or use for further work.
Yes. A saved report can run daily, weekly, or monthly at the time you choose, with the completed file emailed to one or more recipients.
Saved report configurations belong to the user who created them. They can run, edit, schedule, or remove their own reports.