Standard-Reports: Difference between revisions
Jump to navigation
Jump to search
No edit summary |
No edit summary |
||
| (6 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
[[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. | ||
| Line 16: | Line 24: | ||
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: | ||
| Line 26: | Line 33: | ||
*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 == | ||