Category:Reports: Difference between revisions

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Expample 1: Daily breakfast report  
'''Expample 1''': Daily breakfast report  


1.  Create your info codes as explained above.
1.  Create your info codes as explained above.
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Check Out
Check Out
Booking Info Specified Columns  
Booking Info Specified Columns  
'''Expample 2''': Daily Half Board 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=Half Board (or use a rate code or the text the channel uses)
Booking info tab
Booking Info Code : F&B-HB
Booking Info Text : [NUMPEOPLE1]
3. Create Custom Report
Go to REPORTS - > CUSTOM REPORTS  and create a new custom report with these settings:
Report Title = Half Board
Check In From  = Any Date
Check In To = Today
Check Out From  = Today
Check Out To = Any Date
Any Booking Info Code =F&B-HB
   
   
SAVE
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
 
'''Expample 3''': Daily Full Board 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=Full Board (or use a rate code or the text the channel uses)
 
Booking info tab
 
Booking Info Code : F&B-FB
Booking Info Text : [NUMPEOPLE1]
 
 
3. Create Custom Report
Go to REPORTS - > CUSTOM REPORTS  and create a new custom report with these settings:
 
Report Title = Full Board
Check In From  = Any Date
Check In To = Today
Check Out From  = Today
Check Out To = Any Date
Any Booking Info Code =F&B-FB
 
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