Rex

View, filter, and search reservations

The Reservations page in the admin dashboard lists the reservations at all your venues. Narrow it by date, venue, search and filters, sort it, export it, and click any row to open that reservation.

1

Navigate to Reservations

Click Reservations in the left menu. The list opens with every reservation. Each row shows the reservation number, date, guest name, time, duration, guests, total, payment status, check-in status and the date it was created.

Reservations
The admin dashboard with Reservations highlighted in the left menu and the reservations list showing number, date, name, time, duration, guests, total, payment, status and created columns (guest names blurred)
Reservations in the left menu opens the full list.
2

Set a date range

Pick a period from the dropdown at the top left: Today, This week, Last week, This month, Last month, Year to date, This year, Last year or All. Choose Custom to pick your own start and end dates, then click Save.

The top of the admin Reservations page with the period dropdown highlighted, next to the venue dropdown, Filter and Export buttons, the search box and the reservation list
The period dropdown sits at the top left of the list.
3

Select venues

Open the venue dropdown next to it and pick a venue. Pick more venues to add them, or pick a selected venue again to remove it. All Venues shows every location.

The venue dropdown open under Select venue, with a search box and All Venues, Chicago, Dallas, Hawaii and Miami listed
Pick one or more venues, or All Venues.
4

Search

Type a reservation number, guest name, email or phone number in the search box. The list updates a moment after you stop typing; press Enter to search straight away.

The reservations search box highlighted with qa@reservewithrex.com typed in, and the list narrowed to the two matching Rex QA reservations
The list narrows as you type a number, name, email or phone.
5

Apply filters

Click Filter. In Filters, pick a Field, a Condition and a Value. Click Add Filter to add another rule; every rule must match. Click Filter to apply the rules, or Reset to clear them. The Filter button shows how many rules are active.

The Filters dialog with Field, Condition and Value inputs, and the Add Filter button highlighted above Reset and Filter
Each rule is a field, a condition and a value; Add Filter adds another.
6

Sort the list

Click a column header to sort by it. Click it again to reverse the order.

The reservations list sorted by the Date column, with the Date header highlighted and its sort arrow showing (guest names blurred)
Click a column header to sort; click again to reverse.
7

Export the list

Click Export to download reservations-managers-report.csv. It covers the period, venues and search you've set; the rules you set in Filters aren't applied to the file.

The top of the Reservations page with the Export button highlighted next to Filter, above the search box
Export downloads a CSV for the period, venues and search you've set.
8

Open a reservation

Click any row to open the reservation's details and actions. Click the back arrow next to the reservation number to return to the list.

A reservation's page with the back arrow next to the reservation number highlighted, above the Customer Details and Order Summary cards (customer details blurred)
The back arrow returns you to the list.

Filter fields

Use the date range dropdown for dates; Filters covers these fields.

FieldDescription
GuestsThe number of guests.
DurationHow long the reservation lasts.
Start TimeThe reservation's start time. Use is on, is after or is before.
Reservation NumberAll or part of the reservation number.
Card Last 4The last four digits of the card used to pay.
Payment StatusPaid, Unpaid, Partially Paid and the other payment statuses.
Check In StatusUpcoming, Checked In, No Show and the other check-in statuses.

Columns

FieldDescription
ReservationThe reservation number.
DateThe date of the reservation.
NameThe guest's first and last name.
TimeThe start time.
DurationHow long the reservation lasts.
GuestsThe number of guests.
TotalThe reservation total, including tax, fees, add-ons and discounts.
PaymentThe payment status, such as Paid, Unpaid, Partially Paid or Cancelled.
StatusThe check-in status, such as Upcoming, Checked In or Cancelled.
CreatedThe date the reservation was booked.

To refund, cancel or resend a confirmation, open the reservation and use Actions. See Manage a reservation.

Updated Oct 8, 2026

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