Custom-Reports: Difference between revisions
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This page is about the menu REPORTS > CUSTOM REPORTS | This page is about the menu REPORTS > CUSTOM REPORTS | ||
__TOC__ | __TOC__ | ||
== | =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. | ||
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. | |||
We provide also a wide range of preset standard reports which you can generate in REPORTS > STANDARD REPORTS | |||
</div> | </div> | ||
= 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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=== 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 | 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) | ||
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===== Daily breakfast report ===== | |||
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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 | ||
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===== Daily Half Board report ===== | <div class="mw-collapsible mw-collapsed"> | ||
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===== Daily Half Board report ===== | |||
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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 | ||
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=====Daily Full Board report ===== | =====Daily Full Board report ===== | ||
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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 | ||
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=====Airport Transfer Report Daily basis===== | =====Airport Transfer Report Daily basis===== | ||
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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 | ||
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===== List room charges and extras individually tallied or in groups ===== | ===== List room charges and extras individually tallied or in groups ===== | ||
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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' | ||
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</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 | ||
|- | |- | ||
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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": | |||