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  This page is about the menu REPORTS > CUSTOM REPORTS
  This page is about the menu REPORTS > CUSTOM REPORTS
__TOC__
__TOC__
==General==
=Summary=
<div class="summarybox">
You can create your own custom reports based on the criteria you want to extract.  
You can create your own custom reports based on the criteria you want to extract.  


<div style="display:none">
Custom reports can be exported to Excel or .csv and send automatically via Email using the "Routines" function and you can also add them to your Dashboard.
 
Check In From
Check In To
Check Out From
Check Out To
Booking Date From
Booking Date To


We provide also a wide range of preset standard reports which you can generate in REPORTS > STANDARD REPORTS
</div>
</div>


For the other settings please use the context help<span style="color:#019cde;“ >{{#far:question-circle}}  </span> for each setting.
= Set up =
== Set up ==
1. Create a custom report
1. Create a custom report
*Enter a "Report Title" which is the name under which the report will be stored.
*Enter a "Report Title" which is the name under which the report will be stored.
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Room (optional)
Room (optional)


=== Graphs ===
==== Pace report current month ====
<div class="col-6">
<div style="padding: 0 10px 0 10px;">
[[Image:Pace.png|400px|link=]]
[[Media:Pace.png|view large]]


==== Room distribution current month (chart) ====
</div>
Report Title = Room Distribution
</div>
 
<div class="col-6">
<div style="padding: 0 10px 0 10px;">
 
Report Title = Pace Report


Check In From = Any Date
Check In From = Today
   
   
Check In To = Any Date
Check In To = Next 365 days
   
   
Check Out From = Any Date
Check Out From = Any Date
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Booking Source = All
Booking Source = All


Layout = Pie Chart
Layout = Bar Graph


Sort By = Room
Sort By = Booked Days in Advance


Drag and Drop the columns to "Show Columns":


<div style="display:none">
Quantity


Go to REPORTS > CUSTOM REPORTS  and create a new custom report with these settings:
</div>
 
</div>
Report Title =
<div style="clear: both;"></div>
 
Check In From =
Check In To =
Check Out From =
Check Out To =
Booking Date From =
Booking Date To =


Status =
==== Room distribution current month ====
<div class="col-6">
<div style="padding: 0 10px 0 10px;">


Sub Status =
[[Image:Roomdistribution.png|400px|link=]]
[[Media:Roomdistribution.png|view large]]


Booking Source =
</div>
 
</div>
Booking Source =


Booking Source =


Booking Source =
<div class="col-6">
<div style="padding: 0 10px 0 10px;">


Invoice Balance =
Report Title = Room Distribution
 
Pending Payments =


Has upsell item =
Check In From = Any Date
 
Invoicee =
Check In To = Any Date
 
Any Booking Info Code =
Check Out From = Any Date
 
All Booking Info Codes =
 
Exclude Booking Info Code =
 
Exclude Room Id's =
 
Booking Field Contains =
   
   
Booking Field Contains =
Check Out To = Any Date
   
   
Booking Field Does Not Contain =
Booking Date From = This month
   
   
Booking Field Does Not Contain =
Booking Date To = This month


Template Variable =
Status = Not cancelled


Layout =
Sub Status = All


Sort By =
Booking Source = All


Secondary Sort =
Layout = Pie Chart


Include Totals =
Sort By = Room


Show max =
Drag and Drop the columns to "Show Columns":
Quantity


Date Format =
</div>
</div>
<div style="clear: both;"></div>


=== Specific Custom Reports using Info Codes ===
=== Specific Custom Reports using Info Codes ===
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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:
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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 =====
</div>
<div class="mw-collapsible-content">


===== Daily breakfast report =====
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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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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Drag the columns with the information you want to see from "Available Columns" to "Show Columns".
Drag the columns with the information you want to see from "Available Columns" to "Show Columns".
=== Create a report that lists the group booking id only ===
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==
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| Property id of booking
| Property id of booking
|-
|-
<div style="display:none">
Go to REPORTS > CUSTOM REPORTS  and create a new custom report with these settings:
Report Title =
Check In From =
Check In To =
Check Out From =
Check Out To =
Booking Date From =
Booking Date To =
Status =
Sub Status =
Booking Source =
Booking Source =
Booking Source =
Booking Source =
Invoice Balance =
 
Pending Payments =
Has upsell item =
Invoicee =
Any Booking Info Code =
All Booking Info Codes =
Exclude Booking Info Code =
Exclude Room Id's =
Booking Field Contains =
Booking Field Contains =
Booking Field Does Not Contain =
Booking Field Does Not Contain =
Template Variable =
Layout =
Sort By =
Secondary Sort =
Include Totals =
Show max =
Date Format =
Drag and Drop the columns to "Show Columns":
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