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 | |||
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 | |||