Custom-Reports: Difference between revisions

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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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You can also use the calculated values in another calculation, as seen in the Auto Action screenshots below.
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.
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.
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Custom Report :- https://screencast-o-matic.com/i/c31ilBV3q9l
Custom Report :- https://screencast-o-matic.com/i/c31ilBV3q9l


Then the report :- https://screencast-o-matic.com/i/c31ilkV3q9A
 
 
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.
Create an auto action for each value/column you wish to calculate and show in the report.
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  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.
  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


2.EXTCOMM - External Commission - Commission value sent by the channel (Commission field) :- https://screencast-o-matic.com/i/c31ilEV3qRq
'''1.BOOKPRICE''' - Booking price -Sum of the Invoice Charges -:- https://screencast-o-matic.com/i/c31ilgV3q9q


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 value in the Booking Info Text box should be [INVOICECHARGESNUM]


4.OURCOMMISSION - Our Commission  - 20% of the base price - commission (20% of the Commissionable amount :- https://screencast-o-matic.com/i/c31ilmV3qRA
'''2.EXTCOMM''' - External Commission  - Commission value sent by the channel (Commission field) :- https://screencast-o-matic.com/i/c31ilEV3qRq


https://176.56.237.232/link/92#bkmrk-5.vatcommission---va
the value in the Booking Info Text box should be [COMMISSONNUM]
   
 
5.VATCOMMISSION - Vat Commission - VAT on the Commission values :- https://screencast-o-matic.com/i/c31ilJV3qRd
'''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
the full value in the Booking Info Text box should be
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[BOOKINGINFOCODETEXT:4.OURCOMMISSION][*]0.20[+][BOOKINGINFOCODETEXT:2.EXTCOMM][*]0.20
[BOOKINGINFOCODETEXT:4.OURCOMMISSION][*]0.20[+][BOOKINGINFOCODETEXT:2.EXTCOMM][*]0.20


6.TOTALCHAR - Total Charges - Total PM Charges :- https://screencast-o-matic.com/i/c31ildV3qSn
'''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
the full value in the Booking Info Text box should be
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[BOOKINGINFOCODETEXT:2.EXTCOMM][+][BOOKINGINFOCODETEXT:4.OURCOMMISSION][+][BOOKINGINFOCODETEXT:5.VATCOMMISSION]
[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
'''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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