Custom-Reports: Difference between revisions
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To create Info Codes go to {{#fas:cog}} (SETTINGS) >ACCOUNT - PREFERENCES “Booking Info Code | 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: | ||
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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> | |||
===== Daily Half Board report ===== | <div class="mw-collapsible mw-collapsed"> | ||
<div class="headline-collapse" > | |||
===== 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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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: | ||
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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=== | ||
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=== Create a report that lists the group booking id only === | |||
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 - use Layout = Tabular. | |||
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 | |||
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 | |||
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 | |||
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 | |||
'''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 | |||
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== | ||