Difference between revisions of "Standard-Reports"
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[[Category:Daily_Use]] | [[Category:Daily_Use]] | ||
[[Category:Reports]] | [[Category:Reports]] | ||
<div class="heading">Standard Reports</div> | <div class="heading">Standard Reports</div> | ||
| − | This page is about the menu 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 = | ||
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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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. | ||
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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 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. | ||
| + | |||
| + | == 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: | ||
| + | |||
| + | BED_DOUBLE | ||
| + | |||
| + | BED_TWIN | ||
| + | |||
| + | BED_SINGLE | ||
| − | |||
| − | + | '''Step 2''': Add the applicable Info Code on the "Info" tab of the booking. | |
| − | + | '''Step 3''': Generate a "Group Arrivals" report | |
== Export standard report to Excel == | == Export standard report to Excel == | ||
Latest revision as of 14:48, 22 July 2024
This page is about the menu REPORTS > STANDARD REPORTS
1 Summary
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
2 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.
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.
The rooms parameter can contain one room id or a comma separated list of room id's
For example adding &rooms=1000,1001 to the reports URL will cause the report to show only room id's 1000 and 1001.
Definitions:
- average over stay: Values are assigned to each months with booked dates by the number of nights in each month
- by check-in date: Value of all bookings for which the check-in 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
- 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 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
If you need a report that is not here please let us know, we will attempt to add any reasonable report type.
2.1 Bedding Report
Step 1: Go to (SETTINGS) ACCOUNT > PREFERENCES and add Info Codes for the bed types you have the Info Codes have to start with BED_ Examples:
BED_DOUBLE
BED_TWIN
BED_SINGLE
Step 2: Add the applicable Info Code on the "Info" tab of the booking.
Step 3: Generate a "Group Arrivals" report
2.2 Export standard report to Excel
1. Generate the report. The report will open in a new browser tab.
2. Select "Save As" in your browser. The report will be saved to your computer as something like 'report.html'.
3. Go to the saved file and open it with Excel
