Category:Reports: Difference between revisions

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IuriRosa (talk | contribs)
IuriRosa (talk | contribs)
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'''Example 2''': Daily Half Board report  
'''Expample 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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Go to SETTINGS -> GUEST MANAGEMENT ->AUTO ACTIONS and create an Auto Action or each of your meal options.
Go to SETTINGS -> GUEST MANAGEMENT ->AUTO ACTIONS and create an Auto Action or each of your meal options.


Trigger tab:
Trigger tab:
Trigger Event = After Booking
Trigger Event = After Booking
Trigger Time = Immediate
Trigger Time = Immediate
Booking Source = Booking.com (for example)
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 Field Contains: meal_plan=Half Board (or use the rate code for half board - use the text the channel uses)
 


Booking info tab
Booking info tab
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3. Create Custom Report
3. Create Custom Report,
Go to REPORTS - > CUSTOM REPORTS  and create a new custom report with these settings:
Go to REPORTS - > CUSTOM REPORTS  and create a new custom report with these settings:


Report Title = Half Board
Report Title = Half Board
Check In From  = Any Date
Check In From  = Any Date
Check In To = Today
Check In To = Today
Check Out From  = Today
Check Out From  = Today
Check Out To = Any Date
Check Out To = Any Date
Any Booking Info Code =F&B-HB
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”  
Drag and Drop the columns for the information you want to see  from the “Available Columns” to the “Show Columns”  


Booking Ref
Booking Ref
Property
Property
Room
Room
Unit
Unit
Full Name
Full Name
First Night
First Night
Check Out
Check Out
Booking Info Specified Columns  
Booking Info Specified Columns  




'''Example 3''': Daily Full Board Report
'''Expample 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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Go to SETTINGS -> GUEST MANAGEMENT ->AUTO ACTIONS and create an Auto Action or each of your meal options.
Go to SETTINGS -> GUEST MANAGEMENT ->AUTO ACTIONS and create an Auto Action or each of your meal options.


Trigger tab:
Trigger tab:
Trigger Event = After Booking
Trigger Event = After Booking
Trigger Time = Immediate
Trigger Time = Immediate
Booking Source = Booking.com (for example)
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 Field Contains: meal_plan=Full Board (or use the rate code for Full board - use the text the channel uses)
 


Booking info tab
Booking info tab


Booking Info Code : F&B-FB
Booking Info Code : F&B-FB
Booking Info Text : [NUMPEOPLE1]
Booking Info Text : [NUMPEOPLE1]




3. Create Custom Report
3. Create Custom Report,
Go to REPORTS - > CUSTOM REPORTS  and create a new custom report with these settings:
Go to REPORTS - > CUSTOM REPORTS  and create a new custom report with these settings:


Report Title = Full Board
Report Title = Full Board
Check In From  = Any Date
Check In From  = Any Date
Check In To = Today
Check In To = Today
Check Out From  = Today
Check Out From  = Today
Check Out To = Any Date
Check Out To = Any Date
Any Booking Info Code =F&B-FB
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”  
Drag and Drop the columns for the information you want to see  from the “Available Columns” to the “Show Columns”  


Booking Ref
Booking Ref
Property
Property
Room
Room
Unit
Unit
Full Name
Full Name
First Night
First Night
Check Out
Check Out
Booking Info Specified Columns
Booking Info Specified Columns