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Category:Reports

708 bytes added, 13:33, 19 February 2019
=== Specific Custom Reports ===
==== Specific Custom Reports using Sort By====
 
===== '''Example ''': Referrer report / Booking source =====
 
Go to REPORTS - > CUSTOM REPORTS and create a new custom report with these settings:
 
Report Title = Referrer Report
 
Layout = Tabular
 
Include Totals = Sort By (or Sort By and Report if you want totals across the whole report)
 
Drag and Drop the columns for the information you want to see from the “Available Columns” to the “Show Columns” for example:
 
 
Referrer (required)
 
Quantity (required)
 
Booking Ref (optional)
 
Room (optional)
 
Unit (optional)
 
Full Name (optional)
 
First Night (optional)
 
Check Out (optional)
 
 
==== Specific Custom Reports using Info Codes ====
You can create specific reports showing only bookings which meet certain criteria.
===== '''Example 1''': Daily breakfast report =====
1. Create your info codes as explained above.
===== '''Example 2''': Daily Half Board report =====
1. Create your info codes as explained above.
===== '''Example 3''': Daily Full Board report =====
1. Create your info codes as explained above.
===== '''Example 4''': Airport Transfer Report Daily basis=====
1. Create your info codes as explained above.
===== '''Example 5''': List room charges and extras individually tallied or in groups =====
1.) Create meaningful identifiers for your charges groups. For example:

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