Standard-Reports - Revision history

Annette at 13:48, 22 July 2024

2024-07-22T13:48:32Z

← Older revision		Revision as of 13:48, 22 July 2024
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	You also have the option to create your own custom reports in REPORTS > CUSTOM REPORTS		You also have the option to create your own custom reports in REPORTS > CUSTOM REPORTS
	</div>		</div>


	= How to generate reports =		= How to generate reports =

Annette at 13:40, 22 July 2024

2024-07-22T13:40:49Z

← Older revision		Revision as of 13:40, 22 July 2024
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	This page is about the menu REPORTS > STANDARD REPORTS		This page is about the menu REPORTS > STANDARD REPORTS
	__TOC__		__TOC__
			=Summary=
			<div class="summarybox">
			Standard reports are preset reports which are available across all properties, groups of properties or individual properties.

			Standard reports can be exported to Excel or .csv and send automatically via Email using the "Routines" function.

			You also have the option to create your own custom reports in REPORTS > CUSTOM REPORTS
			</div>


	= How to generate reports =		= How to generate reports =

	If you have more than one property you can select whether you want to run a report for one property or for all.		If you have more than one property you can select whether you want to run a report for one property or for all.

	After you have selected the time period and which bookings you want to include in the report click on one of the report buttons to generate the report.		After you have selected the time period and which bookings you want to include in the report click on one of the report buttons to generate the report.

	If you want to limit the report to certain rooms you can add a rooms parameter to the end of the report URL in the browser.		If you want to limit the report to certain rooms you can add a rooms parameter to the end of the report URL in the browser.

Annette at 10:17, 24 May 2022

2022-05-24T10:17:02Z

← Older revision		Revision as of 10:17, 24 May 2022
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	This page is about the menu REPORTS > STANDARD REPORTS		This page is about the menu REPORTS > STANDARD REPORTS
	__TOC__		__TOC__
	=~~= Generate~~ reports ==		= How to generate reports =

	If you have more than one property you can select whether you want to run a report for one property or for all.		If you have more than one property you can select whether you want to run a report for one property or for all.
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	For example adding '''&rooms=1000,1001''' to the reports URL will cause the report to show only room id's 1000 and 1001.		For example adding '''&rooms=1000,1001''' to the reports URL will cause the report to show only room id's 1000 and 1001.


	Definitions:		Definitions:
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	*Revenue: Values from the "Price" field in the "Charge and Payments" tab of the booking		*Revenue: Values from the "Price" field in the "Charge and Payments" tab of the booking

			'''Monthly Room Charges''' - This will report the Room only Charges for bookings in a selected period.

	*Monthly ~~Room~~ Charges - This will report ~~the Room only~~ Charges for bookings in a selected period.		'''Monthly Extra Charges''' - This will report ALL Extra Charges for bookings in a selected period.

	*~~Monthly Extra~~ Charges ~~- This will report ALL Extra~~ Charges for ~~bookings in a selected period~~.		'''Daily Financial Summary''' - Financial information per day
			*Room Revenue = Charges without extras (lodging only)
			*Daily Revenue = Charges including all extras
			*Average Daily Revenue = Daily Revenue ./. Number of booked nights
			*Revenue per Available Room = Daily Revenue ./. Rooms open for sale
			*Revenue per Guest = Daily Revenue ./. Guests

	<span class="" style="color: #f3e504; font-size: 150%;" >{{#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: 150%;" >{{#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.

	=== Bedding Report===		== Bedding Report==
	'''Step 1''': Go to {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES and add Info Codes for the bed types you have the Info Codes have to start with BED_ Examples:		'''Step 1''': Go to {{#fas:cog}} (SETTINGS) ACCOUNT > PREFERENCES and add Info Codes for the bed types you have the Info Codes have to start with BED_ Examples:

Annette: /* Generate reports */

2021-01-28T09:05:51Z

Generate reports

← Older revision		Revision as of 09:05, 28 January 2021
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	If you have more than one property you can select whether you want to run a report for one property or for all.		If you have more than one property you can select whether you want to run a report for one property or for all.

	After you have selected the time period click on one of the report buttons to generate the report.		After you have selected the time period and which bookings you want to include in the report click on one of the report buttons to generate the report.

	If you want to limit the report to certain rooms you can add a rooms parameter to the end of the report URL in the browser.		If you want to limit the report to certain rooms you can add a rooms parameter to the end of the report URL in the browser.
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	'''Step 2''': Add the applicable Info Code on the "Info" tab of the booking.		'''Step 2''': Add the applicable Info Code on the "Info" tab of the booking.

	'''Step 3''': Generate a "Group Arrivals" report		'''Step 3''': Generate a "Group Arrivals" report


	== Export standard report to Excel ==		== Export standard report to Excel ==

Annette at 11:00, 19 November 2020

2020-11-19T11:00:49Z

← Older revision		Revision as of 11:00, 19 November 2020
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	~~[[Category:Settings]]~~
	[[Category:Daily_Use]]		[[Category:Daily_Use]]
	[[Category:Reports]]		[[Category:Reports]]

Annette at 12:36, 16 October 2020

2020-10-16T12:36:03Z

@@ Line 31: / Line 31: @@
 *Monthly Extra Charges - This will report ALL Extra Charges for bookings in a selected period.
-<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: 150%;" >{{#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.
 == Export standard report to Excel ==

Annette at 16:31, 28 May 2020

2020-05-28T16:31:11Z

← Older revision		Revision as of 16:31, 28 May 2020
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	[[Category:Reports]]		[[Category:Reports]]
	<div class="heading">Standard Reports</div>		<div class="heading">Standard Reports</div>
	This page is about the menu REPORTS->STANDARD REPORTS		This page is about the menu REPORTS > STANDARD REPORTS
	__TOC__		__TOC__
	== Generate reports ==		== Generate reports ==

Annette at 14:00, 1 May 2020

2020-05-01T14:00:12Z

← Older revision		Revision as of 14:00, 1 May 2020
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	[[Category:Daily_Use]]		[[Category:Daily_Use]]
	[[Category:Reports]]		[[Category:Reports]]
	''This page is about the menu REPORTS->STANDARD REPORTS''		<div class="heading">Standard Reports</div>
			This page is about the menu REPORTS->STANDARD REPORTS
	__TOC__		__TOC__
	== Generate reports ==		== Generate reports ==

Annette at 13:51, 1 May 2020

2020-05-01T13:51:06Z

← Older revision		Revision as of 13:51, 1 May 2020
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	Definitions:		Definitions:
	*average over stay: Values are assigned to each months with booked dates by the number of nights in each month		*average over stay: Values are assigned to each months with booked dates by the number of nights in each month
	*~~booked at~~ check-in date: Value of all bookings for which the check-in date falls into the selected period		*by check-in date: Value of all bookings for which the check-in date falls into the selected period
	*~~booked at~~ check-out date: Value of all bookings for which the check-out date falls into the selected period		*by check-out date: Value of all bookings for which the check-out date falls into the selected period
			*by booking date: Value of all bookings for which the booking date date falls into the selected period
	*Invoice charges: Values from the "Total Charge" field in the "Charge and Payments" tab of the booking		*Invoice charges: Values from the "Total Charge" field in the "Charge and Payments" tab of the booking
	*Revenue: Values from the "Price" field in the "Charge and Payments" tab of the booking		*Revenue: Values from the "Price" field in the "Charge and Payments" tab of the booking

Annette at 14:59, 23 April 2020

2020-04-23T14:59:15Z

← Older revision		Revision as of 14:59, 23 April 2020
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	[[Category:Settings]]		[[Category:Settings]]
	~~[[Category:Guests_and_Bookings]]~~
	[[Category:Daily_Use]]		[[Category:Daily_Use]]
	[[Category:Reports]]		[[Category:Reports]]