Category:Reports: Difference between revisions
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Note: There can be problems exporting data to Excel or CSV in some browsers including Internet Explorer/Edge, it works well with Chrome and Firefox. Problems also occur with Chrome and MAC. | Note: There can be problems exporting data to Excel or CSV in some browsers including Internet Explorer/Edge, it works well with Chrome and Firefox. Problems also occur with Chrome and MAC. | ||
== Specific Reports == | |||
You can create specific reports showing only bookings which meet certain criteria. | |||
These bookings are identified using Booking Info Codes which are automatically set by Auto Actions. | |||
To create Info Codes go to SETTINGS - >ACCOUNT -> PREFERENCES “Booking Info Code Presets” and create the info codes you need. For example: | |||
F&B-BB (for example for breakfast) | |||
F&B-HB (for example for half board) | |||
F&B-FB (for example for full board) | |||
AirportTransfer (for example for airport transfer) | |||
Expample 1: Daily breakfast report | |||
1. Create your info codes as explained above. | |||
2. Set up Auto Actions to automatically assign the Info Codes. | |||
Go to SETTINGS -> GUEST MANAGEMENT ->AUTO ACTIONS and create an Auto Action or each of your meal options. | |||
Trigger tab: | |||
Trigger Event = After Booking | |||
Trigger Time = Immediate | |||
Booking Source = Booking.com (for example) | |||
Booking Field Contains: meal_plan=Breakfast (or Extra Breakfast - use the text the channel uses) | |||
Booking info tab | |||
Booking Info Code : F&B-BB | |||
Booking Info Text : [NUMPEOPLE1] | |||
3. Create Custom Report | |||
Go to REPORTS - > CUSTOM REPORTS and create a new custom report with these settings: | |||
Report Title = Breakfast | |||
Check In From = Any Date | |||
Check In To = Today | |||
Check Out From = Today | |||
Check Out To = Any Date | |||
Any Booking Info Code =F&B-BB | |||
Drag and Drop the columns for the information you want to see from the “Available Columns” to the “Show Columns” | |||
Booking Ref | |||
Property | |||
Room | |||
Unit | |||
Full Name | |||
First Night | |||
Check Out | |||
Booking Info Specified Columns | |||
SAVE | |||