Category:Reports: Difference between revisions
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=== Specific Custom Reports === | === Specific Custom Reports === | ||
==== Specific Custom Reports using Sort By==== | |||
===== '''Example ''': Referrer report / Booking source ===== | |||
Go to REPORTS - > CUSTOM REPORTS and create a new custom report with these settings: | |||
Report Title = Referrer Report | |||
Layout = Tabular | |||
Include Totals = Sort By (or Sort By and Report if you want totals across the whole report) | |||
Drag and Drop the columns for the information you want to see from the “Available Columns” to the “Show Columns” for example: | |||
Referrer (required) | |||
Quantity (required) | |||
Booking Ref (optional) | |||
Room (optional) | |||
Unit (optional) | |||
Full Name (optional) | |||
First Night (optional) | |||
Check Out (optional) | |||
==== Specific Custom Reports using Info Codes ==== | |||
You can create specific reports showing only bookings which meet certain criteria. | You can create specific reports showing only bookings which meet certain criteria. | ||
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==== '''Example 1''': Daily breakfast report ==== | ===== '''Example 1''': Daily breakfast report ===== | ||
1. Create your info codes as explained above. | 1. Create your info codes as explained above. | ||
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==== '''Example 2''': Daily Half Board report ==== | ===== '''Example 2''': Daily Half Board report ===== | ||
1. Create your info codes as explained above. | 1. Create your info codes as explained above. | ||
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==== '''Example 3''': Daily Full Board report ==== | ===== '''Example 3''': Daily Full Board report ===== | ||
1. Create your info codes as explained above. | 1. Create your info codes as explained above. | ||
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==== '''Example 4''': Airport Transfer Report Daily basis==== | ===== '''Example 4''': Airport Transfer Report Daily basis===== | ||
1. Create your info codes as explained above. | 1. Create your info codes as explained above. | ||
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==== '''Example 5''': List room charges and extras individually tallied or in groups ==== | ===== '''Example 5''': List room charges and extras individually tallied or in groups ===== | ||
1.) Create meaningful identifiers for your charges groups. For example: | 1.) Create meaningful identifiers for your charges groups. For example: | ||