Custom-Reports: Difference between revisions
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== Examples== | == Examples== | ||
===To-Do Liste showing all bookings with substatus "Action Required"=== | |||
Go to REPORTS - > CUSTOM REPORTS and create a new custom report with these settings: | |||
Report Title = = To-Do-List | |||
Check-in / Check-out = choose the time span the report should reflect | |||
Substatus = Action Required | |||
Layout = Tabular | |||
Ziehen Sie die Spalten mit den Informationen, die Sie sehen möchten, von "Verfügbare Spalten" zu "Spalten anzeigen" z.B.: | |||
Substatus (required) | |||
Booking Ref (optional) | |||
====Create a report in showing a column which is calculated from a value in the booking==== | ====Create a report in showing a column which is calculated from a value in the booking==== | ||
1. In this example we will calculate 15% from the lodging price. Do do this go to SETTINGS | 1. In this example we will calculate 15% from the lodging price. Do do this go to {{#fas:cog}} (SETTINGS) > PROPERTIES >ROOMS > SETUP and add [INVOICEUPSELLNUM0][*]0.15 as "Room Template 1" | ||
2. Create a custom report: | 2. Create a custom report: | ||
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To create Info Codes go to SETTINGS | To create Info Codes go to {{#fas:cog}} (SETTINGS) >ACCOUNT - PREFERENCES “Booking Info Code Presets” and create the info codes you need. | ||
For example: | For example: | ||
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2. Set up Auto Actions to automatically assign the Info Codes. | 2. Set up Auto Actions to automatically assign the Info Codes. | ||
Go to SETTINGS | Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT >AUTO ACTIONS and create an Auto Action or each of your meal options. | ||
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2. Set up Auto Actions to automatically assign the Info Codes. | 2. Set up Auto Actions to automatically assign the Info Codes. | ||
Go to SETTINGS | Go to {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT >AUTO ACTIONS and create an Auto Action or each of your meal options. | ||
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===Report for tax advisor=== | ===Report for tax advisor=== | ||
1.) If you require sums for different payment methods, first set up status descriptions for your payment methods under SETTINGS | 1.) If you require sums for different payment methods, first set up status descriptions for your payment methods under {{#fas:cog}} (SETTINGS) > GUEST MANAGEMENT > INVOICES "Payment Status". | ||
2.) Create a custom report: | 2.) Create a custom report: | ||