Custom-Reports - Revision history

Lesley: /* Specific Custom Reports using Info Codes */

2025-11-07T10:06:08Z

Specific Custom Reports using Info Codes

← Older revision		Revision as of 10:06, 7 November 2025
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	To create Info Codes go to {{#fas:cog}} (SETTINGS) >ACCOUNT - PREFERENCES “Booking Info Code ~~Presets”~~ and create the info codes you need.		To create Info Codes go to {{#fas:cog}} (SETTINGS) >ACCOUNT - PREFERENCES “Booking Info Code Values” and create the info codes you need.

	For example:		For example:

Lesley: /* Create a Customer Statement with calculated values using booking info codes */

2025-10-16T12:38:36Z

Create a Customer Statement with calculated values using booking info codes

← Older revision		Revision as of 12:38, 16 October 2025
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	You can also use the calculated values in another calculation, as seen in the Auto Action screenshots below.		You can also use the calculated values in another calculation, as seen in the Auto Action screenshots below.


	So if you select the Booking info codes in 'Any booking info code' all bookings/values for the report period will show in the report.		So if you select the Booking info codes in 'Any booking info code' all bookings/values for the report period will show in the report.
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	Custom Report :- https://screencast-o-matic.com/i/c31ilBV3q9l		Custom Report :- https://screencast-o-matic.com/i/c31ilBV3q9l

	Then the report :- https://screencast-o-matic.com/i/c31ilkV3q9A

			Then the report :- https://screencast-o-matic.com/i/c31ilkV3q9A - use Layout = Tabular.


	Create an auto action for each value/column you wish to calculate and show in the report.		Create an auto action for each value/column you wish to calculate and show in the report.

Lesley: /* Create a Customer Statement with calculated values using booking info codes */

2025-10-16T12:31:05Z

Create a Customer Statement with calculated values using booking info codes

Lesley: /* Create a Customer Statement with calculated values using booking info codes */

2025-10-16T12:29:54Z

Create a Customer Statement with calculated values using booking info codes

Lesley: /* Create a Customer Statement with calculated values using booking info codes */

2025-10-16T12:28:20Z

Create a Customer Statement with calculated values using booking info codes

← Older revision		Revision as of 12:28, 16 October 2025
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	Auto Actions, in the Booking Info tab, ensure that you set Process Template Variables = '''When created''' otherwise it will try to recalculate when the report is run and could give incorrect values.		Auto Actions, in the Booking Info tab, ensure that you set Process Template Variables = '''When created''' otherwise it will try to recalculate when the report is run and could give incorrect values.

	1.BOOKPRICE - Booking price -Sum of the Invoice Charges - :- https://screencast-o-matic.com/i/c31ilgV3q9q
			1.BOOKPRICE - Booking price -Sum of the Invoice Charges -:- https://screencast-o-matic.com/i/c31ilgV3q9q

			the value in the Booking Info Text box should be [INVOICECHARGESNUM]

	2.EXTCOMM - External Commission - Commission value sent by the channel (Commission field) :- https://screencast-o-matic.com/i/c31ilEV3qRq		2.EXTCOMM - External Commission - Commission value sent by the channel (Commission field) :- https://screencast-o-matic.com/i/c31ilEV3qRq

			the value in the Booking Info Text box should be [COMMISSONNUM]

	3.COMMAMMOUNT - Commission Amount - Base price (first row in the Charges & Payments tab minus the value in the Commission field :- https://screencast-o-matic.com/i/c31il5V3q9R		3.COMMAMMOUNT - Commission Amount - Base price (first row in the Charges & Payments tab minus the value in the Commission field :- https://screencast-o-matic.com/i/c31il5V3q9R

	4.OURCOMMISSION - Our Commission - 20% of the base price - commission (20% of the Commissionable amount :- https://screencast-o-matic.com/i/c31ilmV3qRA		the full value in the Booking Info Text box should be [BASEPRICENUM][-][COMMISSIONNUM]

			4.OURCOMMISSION - Our Commission - 20% of the base price - commission (20% of the Commissionable amount :- https://screencast-o-matic.com/i/c31ilmV3qRA

			the full value in the Booking Info Text box, with 2 decimal places [BASEPRICENUM][.2]0.20[-]COMMISSIONNUM][.2]0.20

	~~https://176.56.237.232/link/92#bkmrk-5.vatcommission---va~~

	5.VATCOMMISSION - Vat Commission - VAT on the Commission values :- https://screencast-o-matic.com/i/c31ilJV3qRd		5.VATCOMMISSION - Vat Commission - VAT on the Commission values :- https://screencast-o-matic.com/i/c31ilJV3qRd

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	7.OWNERPAYOUT - Owner Payout - Booking price - Total PM charges :- https://screencast-o-matic.com/i/c31ilKV3qSb		7.OWNERPAYOUT - Owner Payout - Booking price - Total PM charges :- https://screencast-o-matic.com/i/c31ilKV3qSb

			the full value in the Booking Info Text box should be

			[BOOKINGINFOCODETEXT:1.BOOKPRICE][-][BOOKINGINFOCODETEXT:4.TOTALCHAR]

	== Send reports via EMail==		== Send reports via EMail==

Lesley: /* Create a report that lists the group booking id only */

2025-10-16T12:15:49Z

Create a report that lists the group booking id only

← Older revision		Revision as of 12:15, 16 October 2025
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	In Template variable field enter [BOOKID] equal [GROUPID]		In Template variable field enter [BOOKID] equal [GROUPID]

			=== Create a Customer Statement with calculated values using booking info codes ===

			This process uses several auto actions to create Booking Info codes with values in every booking.

			You can follow the same principle for the columns/values you need for your customer reports.

			Once you set up the same type of Auto Actions, you can create a custom report for your customer.

			You can also use the calculated values in another calculation, as seen in the Auto Action screenshots below.

			So if you select the Booking info codes in 'Any booking info code' all bookings/values for the report period will show in the report.

			Custom Report :- https://screencast-o-matic.com/i/c31ilBV3q9l

			Then the report :- https://screencast-o-matic.com/i/c31ilkV3q9A

			Create an auto action for each value/column you wish to calculate and show in the report.

			The booking info codes will be shown in alphabetical order, so you will need to use 1. 2. etc to manage the order/display of the columns in your report.

			We advise you to use 1 'word' as the booking info code, this ensure there is no confusion in the calculations.

			Auto Actions, in the Booking Info tab, ensure that you set Process Template Variables = '''When created''' otherwise it will try to recalculate when the report is run and could give incorrect values.

			1.BOOKPRICE - Booking price -Sum of the Invoice Charges - :- https://screencast-o-matic.com/i/c31ilgV3q9q

			2.EXTCOMM - External Commission - Commission value sent by the channel (Commission field) :- https://screencast-o-matic.com/i/c31ilEV3qRq

			3.COMMAMMOUNT - Commission Amount - Base price (first row in the Charges & Payments tab minus the value in the Commission field :- https://screencast-o-matic.com/i/c31il5V3q9R

			4.OURCOMMISSION - Our Commission - 20% of the base price - commission (20% of the Commissionable amount :- https://screencast-o-matic.com/i/c31ilmV3qRA

			https://176.56.237.232/link/92#bkmrk-5.vatcommission---va

			5.VATCOMMISSION - Vat Commission - VAT on the Commission values :- https://screencast-o-matic.com/i/c31ilJV3qRd

			the full value in the Booking Info Text box should be

			[BOOKINGINFOCODETEXT:4.OURCOMMISSION][]0.20[+][BOOKINGINFOCODETEXT:2.EXTCOMM][]0.20

			6.TOTALCHAR - Total Charges - Total PM Charges :- https://screencast-o-matic.com/i/c31ildV3qSn

			the full value in the Booking Info Text box should be

			[BOOKINGINFOCODETEXT:2.EXTCOMM][+][BOOKINGINFOCODETEXT:4.OURCOMMISSION][+][BOOKINGINFOCODETEXT:5.VATCOMMISSION]

			7.OWNERPAYOUT - Owner Payout - Booking price - Total PM charges :- https://screencast-o-matic.com/i/c31ilKV3qSb

	== Send reports via EMail==		== Send reports via EMail==

Lesley: /* Specific Custom Reports using Info Codes */

2025-09-17T08:51:46Z

Specific Custom Reports using Info Codes

← Older revision		Revision as of 08:51, 17 September 2025
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	AirportTransfer (for example for airport transfer)		AirportTransfer (for example for airport transfer)

	~~<div class="mw-collapsible mw-collapsed">~~
	~~<div class="headline-collapse" >~~
	<div class="mw-collapsible mw-collapsed">		<div class="mw-collapsible mw-collapsed">
	<div class="headline-collapse" >		<div class="headline-collapse" >
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	Booking Info Specified Columns		Booking Info Specified Columns

			</div>
			</div>

			<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >

	===== List room charges and extras individually tallied or in groups =====		===== List room charges and extras individually tallied or in groups =====

			</div>
			<div class="mw-collapsible-content">

	1.) Create meaningful identifiers for your charges groups. For example:		1.) Create meaningful identifiers for your charges groups. For example:

Lesley: /* Daily breakfast report */

2025-09-17T08:48:25Z

Daily breakfast report

← Older revision		Revision as of 08:48, 17 September 2025
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	AirportTransfer (for example for airport transfer)		AirportTransfer (for example for airport transfer)

			<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >
	<div class="mw-collapsible mw-collapsed">		<div class="mw-collapsible mw-collapsed">
	<div class="headline-collapse" >		<div class="headline-collapse" >
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	<div class="mw-collapsible mw-collapsed">		<div class="mw-collapsible mw-collapsed">
	<div class="headline-collapse" >		<div class="headline-collapse" >


	===== Daily Half Board report =====		===== Daily Half Board report =====

Lesley: /* Daily Half Board report */

2025-09-17T08:47:18Z

Daily Half Board report

← Older revision		Revision as of 08:47, 17 September 2025
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	===== Daily Half Board report =====		===== Daily Half Board report =====

	</div>		</div>
	<div class="mw-collapsible-content">		<div class="mw-collapsible-content">

Lesley: /* Specific Custom Reports using Info Codes */

2025-09-17T08:46:59Z

Specific Custom Reports using Info Codes

← Older revision		Revision as of 08:46, 17 September 2025
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	AirportTransfer (for example for airport transfer)		AirportTransfer (for example for airport transfer)

			<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >
	===== Daily breakfast report =====		===== Daily breakfast report =====
			</div>
			<div class="mw-collapsible-content">

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

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	Booking Info Specified Columns		Booking Info Specified Columns

			</div>
			</div>

			<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >


	===== Daily Half Board report =====		===== Daily Half Board report =====

			</div>
			<div class="mw-collapsible-content">

	1. Create your info codes as explained above.		1. Create your info codes as explained above.
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	Booking Info Specified Columns		Booking Info Specified Columns

			</div>
			</div>

			<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >

	=====Daily Full Board report =====		=====Daily Full Board report =====

			</div>
			<div class="mw-collapsible-content">

	1. Create your info codes as explained above.		1. Create your info codes as explained above.
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	Booking Info Specified Columns		Booking Info Specified Columns

			</div>
			</div>

			<div class="mw-collapsible mw-collapsed">
			<div class="headline-collapse" >

	=====Airport Transfer Report Daily basis=====		=====Airport Transfer Report Daily basis=====

			</div>
			<div class="mw-collapsible-content">

	1. Create your info codes as explained above.		1. Create your info codes as explained above.
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	<span style=color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Bookings that were made before you created the identifiers won't be included in this report unless you manually add the identifier in the booking popup under 'Charges and Payments'		<span style=color:#fe746c;“ >{{#fas:exclamation-triangle}} </span> Bookings that were made before you created the identifiers won't be included in this report unless you manually add the identifier in the booking popup under 'Charges and Payments'

			</div>
			</div>

	===Report for tax advisor===		===Report for tax advisor===

← Older revision		Revision as of 12:31, 16 October 2025
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	*1.BOOKPRICE - Booking price -Sum of the Invoice Charges -:- https://screencast-o-matic.com/i/c31ilgV3q9q		'''1.BOOKPRICE''' - Booking price -Sum of the Invoice Charges -:- https://screencast-o-matic.com/i/c31ilgV3q9q

	the value in the Booking Info Text box should be [INVOICECHARGESNUM]		the value in the Booking Info Text box should be [INVOICECHARGESNUM]

	*2.EXTCOMM - External Commission - Commission value sent by the channel (Commission field) :- https://screencast-o-matic.com/i/c31ilEV3qRq		'''2.EXTCOMM''' - External Commission - Commission value sent by the channel (Commission field) :- https://screencast-o-matic.com/i/c31ilEV3qRq

	the value in the Booking Info Text box should be [COMMISSONNUM]		the value in the Booking Info Text box should be [COMMISSONNUM]

	*3.COMMAMMOUNT - Commission Amount - Base price (first row in the Charges & Payments tab minus the value in the Commission field :- https://screencast-o-matic.com/i/c31il5V3q9R		'''3.COMMAMMOUNT''' - Commission Amount - Base price (first row in the Charges & Payments tab minus the value in the Commission field :- https://screencast-o-matic.com/i/c31il5V3q9R

	the full value in the Booking Info Text box should be [BASEPRICENUM][-][COMMISSIONNUM]		the full value in the Booking Info Text box should be [BASEPRICENUM][-][COMMISSIONNUM]

	*4.OURCOMMISSION - Our Commission - 20% of the base price - commission (20% of the Commissionable amount :- https://screencast-o-matic.com/i/c31ilmV3qRA		'''4.OURCOMMISSION''' - Our Commission - 20% of the base price - commission (20% of the Commissionable amount :- https://screencast-o-matic.com/i/c31ilmV3qRA

	the full value in the Booking Info Text box, with 2 decimal places [BASEPRICENUM][.2]0.20[-]COMMISSIONNUM][.2]0.20		the full value in the Booking Info Text box, with 2 decimal places [BASEPRICENUM][.2]0.20[-]COMMISSIONNUM][.2]0.20

	*5.VATCOMMISSION - Vat Commission - VAT on the Commission values :- https://screencast-o-matic.com/i/c31ilJV3qRd		'''5.VATCOMMISSION''' - Vat Commission - VAT on the Commission values :- https://screencast-o-matic.com/i/c31ilJV3qRd

	the full value in the Booking Info Text box should be		the full value in the Booking Info Text box should be
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	[BOOKINGINFOCODETEXT:4.OURCOMMISSION][]0.20[+][BOOKINGINFOCODETEXT:2.EXTCOMM][]0.20		[BOOKINGINFOCODETEXT:4.OURCOMMISSION][]0.20[+][BOOKINGINFOCODETEXT:2.EXTCOMM][]0.20

	*6.TOTALCHAR - Total Charges - Total PM Charges :- https://screencast-o-matic.com/i/c31ildV3qSn		'''6.TOTALCHAR''' - Total Charges - Total PM Charges :- https://screencast-o-matic.com/i/c31ildV3qSn

	the full value in the Booking Info Text box should be		the full value in the Booking Info Text box should be
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	[BOOKINGINFOCODETEXT:2.EXTCOMM][+][BOOKINGINFOCODETEXT:4.OURCOMMISSION][+][BOOKINGINFOCODETEXT:5.VATCOMMISSION]		[BOOKINGINFOCODETEXT:2.EXTCOMM][+][BOOKINGINFOCODETEXT:4.OURCOMMISSION][+][BOOKINGINFOCODETEXT:5.VATCOMMISSION]

	*7.OWNERPAYOUT - Owner Payout - Booking price - Total PM charges :- https://screencast-o-matic.com/i/c31ilKV3qSb		'''7.OWNERPAYOUT''' - Owner Payout - Booking price - Total PM charges :- https://screencast-o-matic.com/i/c31ilKV3qSb

	the full value in the Booking Info Text box should be		the full value in the Booking Info Text box should be

← Older revision		Revision as of 12:29, 16 October 2025
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	1.BOOKPRICE - Booking price -Sum of the Invoice Charges -:- https://screencast-o-matic.com/i/c31ilgV3q9q		*1.BOOKPRICE - Booking price -Sum of the Invoice Charges -:- https://screencast-o-matic.com/i/c31ilgV3q9q

	the value in the Booking Info Text box should be [INVOICECHARGESNUM]		the value in the Booking Info Text box should be [INVOICECHARGESNUM]

	2.EXTCOMM - External Commission - Commission value sent by the channel (Commission field) :- https://screencast-o-matic.com/i/c31ilEV3qRq		*2.EXTCOMM - External Commission - Commission value sent by the channel (Commission field) :- https://screencast-o-matic.com/i/c31ilEV3qRq

	the value in the Booking Info Text box should be [COMMISSONNUM]		the value in the Booking Info Text box should be [COMMISSONNUM]

	3.COMMAMMOUNT - Commission Amount - Base price (first row in the Charges & Payments tab minus the value in the Commission field :- https://screencast-o-matic.com/i/c31il5V3q9R		*3.COMMAMMOUNT - Commission Amount - Base price (first row in the Charges & Payments tab minus the value in the Commission field :- https://screencast-o-matic.com/i/c31il5V3q9R

	the full value in the Booking Info Text box should be [BASEPRICENUM][-][COMMISSIONNUM]		the full value in the Booking Info Text box should be [BASEPRICENUM][-][COMMISSIONNUM]

	4.OURCOMMISSION - Our Commission - 20% of the base price - commission (20% of the Commissionable amount :- https://screencast-o-matic.com/i/c31ilmV3qRA		*4.OURCOMMISSION - Our Commission - 20% of the base price - commission (20% of the Commissionable amount :- https://screencast-o-matic.com/i/c31ilmV3qRA

	the full value in the Booking Info Text box, with 2 decimal places [BASEPRICENUM][.2]0.20[-]COMMISSIONNUM][.2]0.20		the full value in the Booking Info Text box, with 2 decimal places [BASEPRICENUM][.2]0.20[-]COMMISSIONNUM][.2]0.20

	5.VATCOMMISSION - Vat Commission - VAT on the Commission values :- https://screencast-o-matic.com/i/c31ilJV3qRd		*5.VATCOMMISSION - Vat Commission - VAT on the Commission values :- https://screencast-o-matic.com/i/c31ilJV3qRd

	the full value in the Booking Info Text box should be		the full value in the Booking Info Text box should be
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	[BOOKINGINFOCODETEXT:4.OURCOMMISSION][]0.20[+][BOOKINGINFOCODETEXT:2.EXTCOMM][]0.20		[BOOKINGINFOCODETEXT:4.OURCOMMISSION][]0.20[+][BOOKINGINFOCODETEXT:2.EXTCOMM][]0.20

	6.TOTALCHAR - Total Charges - Total PM Charges :- https://screencast-o-matic.com/i/c31ildV3qSn		*6.TOTALCHAR - Total Charges - Total PM Charges :- https://screencast-o-matic.com/i/c31ildV3qSn

	the full value in the Booking Info Text box should be		the full value in the Booking Info Text box should be
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	[BOOKINGINFOCODETEXT:2.EXTCOMM][+][BOOKINGINFOCODETEXT:4.OURCOMMISSION][+][BOOKINGINFOCODETEXT:5.VATCOMMISSION]		[BOOKINGINFOCODETEXT:2.EXTCOMM][+][BOOKINGINFOCODETEXT:4.OURCOMMISSION][+][BOOKINGINFOCODETEXT:5.VATCOMMISSION]

	7.OWNERPAYOUT - Owner Payout - Booking price - Total PM charges :- https://screencast-o-matic.com/i/c31ilKV3qSb		*7.OWNERPAYOUT - Owner Payout - Booking price - Total PM charges :- https://screencast-o-matic.com/i/c31ilKV3qSb

	the full value in the Booking Info Text box should be		the full value in the Booking Info Text box should be