Category:Reports - Revision history

Lesley at 08:32, 12 April 2022

2022-04-12T08:32:11Z

← Older revision		Revision as of 08:32, 12 April 2022
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	<span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you need a report that is not here please let us know, we will attempt to add any reasonable report type.		<span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you need a report that is not here please let us know, we will attempt to add any reasonable report type.

	'''Custom Reports''' are based ~~non~~ bookings only. Available ~~formates~~ are tables and graphs. You can filter which bookings should be included in the report and which columns you want to display.		'''Custom Reports''' are based on bookings only. Available formats are tables and graphs. You can filter which bookings should be included in the report and which columns you want to display.

	'''Routines''' allow to automatically generate reports and send them via E-Mail.		'''Routines''' allow to automatically generate reports and send them via E-Mail.

2020-11-19T10:59:32Z

← Older revision		Revision as of 10:59, 19 November 2020
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	~~[[Category:Settings]]~~
	[[Category:Daily_Use]]		[[Category:Daily_Use]]
	<div class="heading">Reports</div>		<div class="heading">Reports</div>

2020-05-28T16:10:13Z

← Older revision		Revision as of 16:10, 28 May 2020
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	[[Category:Settings]]		[[Category:Settings]]
	[[Category:Daily_Use]]		[[Category:Daily_Use]]
	''This page is about the menu REPORTS''		<div class="heading">Reports</div>
			This page is about the menu REPORTS

	'''Booking Logs''' show the activity on your booking page.		'''Booking Logs''' show the activity on your booking page.

2020-04-23T14:58:48Z

← Older revision		Revision as of 14:58, 23 April 2020
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	[[Category:Settings]]		[[Category:Settings]]
	~~[[Category:Guests_and_Bookings]]~~
	[[Category:Daily_Use]]		[[Category:Daily_Use]]
	''This page is about the menu REPORTS''		''This page is about the menu REPORTS''

2020-03-20T17:20:01Z

← Older revision		Revision as of 17:20, 20 March 2020
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	''This page is about the menu REPORTS''		''This page is about the menu REPORTS''

	~~You can choose from a wide range of reports~~.		'''Booking Logs''' show the activity on your booking page.

	'''Standard Reports''' are predefined reports for which you can choose a date range and for what it applies. They can apply to bookings or rooms.		'''Standard Reports''' are predefined reports for which you can choose a date range and for what it applies. They can apply to bookings or rooms.
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	<span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you need a report that is not here please let us know, we will attempt to add any reasonable report type.		<span class="" style="color: #f3e504; font-size: 250%;" >{{#fas:lightbulb}} </span> If you need a report that is not here please let us know, we will attempt to add any reasonable report type.

			'''Custom Reports''' are based non bookings only. Available formates are tables and graphs. You can filter which bookings should be included in the report and which columns you want to display.

	'''~~Custom Reports~~''' ~~are based non bookings only. You can filter which bookings should be included in the report~~ and ~~which columns you want to display~~.		'''Routines''' allow to automatically generate reports and send them via E-Mail.

2020-03-20T17:17:32Z

Replaced content with "Category:Settings Category:Guests_and_Bookings Category:Daily_Use ''This page is about the menu REPORTS'' You can choose from a wide range of reports. '''St..."

2020-03-03T11:49:54Z

Example 4: Airport Transfer Report Daily basis

← Older revision		Revision as of 11:49, 3 March 2020
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	Booking Field Contains: Guest Comment = airport shuttle service ( or any other valid trigger for the airport shuttle)		Booking Field Contains: Guest Comment = airport shuttle service ( or any other valid trigger for the airport shuttle)

	Booking info tab
			Booking info tab :

	Booking Info Code : AirportTransfer		Booking Info Code : AirportTransfer
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	Booking Info Specified Columns		Booking Info Specified Columns


	===== '''Example 5''': List room charges and extras individually tallied or in groups =====		===== '''Example 5''': List room charges and extras individually tallied or in groups =====

2020-02-29T14:25:48Z

← Older revision		Revision as of 14:25, 29 February 2020
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	Drag the columns with the information you want to see from "Available Columns" to "Show Columns". Make sure you choose the "Room Template" columns you are using to calculate the commission.		Drag the columns with the information you want to see from "Available Columns" to "Show Columns". Make sure you choose the "Room Template" columns you are using to calculate the commission.

	~~== Send reports via Email EMail==~~
	~~If you want to send reports via EMail go to SETTINGS->ACCOUNT->ROUTINES. For instructions please use the context help (? icons) and click on HELP (top right) of this page.~~

	==='''Example:''' Report on use of voucher codes===		==='''Example:''' Report on use of voucher codes===
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	Drag the columns with the information you want to see from "Available Columns" to "Show Columns".		Drag the columns with the information you want to see from "Available Columns" to "Show Columns".

			== Send reports via Email EMail==
			If you want to send reports via EMail go to SETTINGS->ACCOUNT->ROUTINES. For instructions please use the context help (? icons) and click on HELP (top right) of this page.

2020-02-29T14:25:28Z

← Older revision		Revision as of 14:25, 29 February 2020
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	===== '''Example ''': Referrer report / Booking source =====		===== '''Example ''': Referrer report / Booking source =====

	Go to REPORTS - > CUSTOM REPORTS and create a new custom report with these settings:		Go to REPORTS - > CUSTOM REPORTS and create a new custom report with these settings:

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	===== '''Example 1''': Daily breakfast report =====		===== '''Example 1''': Daily breakfast report =====

	1. Create your info codes as explained above.		1. Create your info codes as explained above.

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	== Send reports via Email EMail==		== Send reports via Email EMail==
	If you want to send reports via EMail go to SETTINGS->ACCOUNT->ROUTINES. For instructions please use the context help (? icons) and click on HELP (top right) of this page.		If you want to send reports via EMail go to SETTINGS->ACCOUNT->ROUTINES. For instructions please use the context help (? icons) and click on HELP (top right) of this page.

			==='''Example:''' Report on use of voucher codes===
			Create a custom report:
			*Booking Field Contains
			**Choose "Rate Description"
			**Enter the name of the voucher code
			*Layout = Tabular

			Drag the columns with the information you want to see from "Available Columns" to "Show Columns".

2020-01-23T18:59:06Z

← Older revision		Revision as of 18:59, 23 January 2020
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	<b>Upsell items:</b>		<b>Upsell items:</b>

	Settings > ~~Properties~~ > Upsell Items > Description: Your description\|Your identifier		Settings > Booking Engine > Upsell Items > Description: Your description\|Your identifier

	By adding the same identifier to multiple upsell items or invoice items you pool them into a group		By adding the same identifier to multiple upsell items or invoice items you pool them into a group