Custom-Reports: Difference between revisions
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In Template variable field enter [BOOKID] equal [GROUPID] | In Template variable field enter [BOOKID] equal [GROUPID] | ||
=== Create a Customer Statement with calculated values using booking info codes === | |||
This process uses several auto actions to create Booking Info codes with values in every booking. | |||
You can follow the same principle for the columns/values you need for your customer reports. | |||
Once you set up the same type of Auto Actions, you can create a custom report for your customer. | |||
You can also use the calculated values in another calculation, as seen in the Auto Action screenshots below. | |||
So if you select the Booking info codes in 'Any booking info code' all bookings/values for the report period will show in the report. | |||
Custom Report :- https://screencast-o-matic.com/i/c31ilBV3q9l | |||
Then the report :- https://screencast-o-matic.com/i/c31ilkV3q9A | |||
Create an auto action for each value/column you wish to calculate and show in the report. | |||
The booking info codes will be shown in alphabetical order, so you will need to use 1. 2. etc to manage the order/display of the columns in your report. | |||
We advise you to use 1 'word' as the booking info code, this ensure there is no confusion in the calculations. | |||
Auto Actions, in the Booking Info tab, ensure that you set Process Template Variables = '''When created''' otherwise it will try to recalculate when the report is run and could give incorrect values. | |||
1.BOOKPRICE - Booking price -Sum of the Invoice Charges - :- https://screencast-o-matic.com/i/c31ilgV3q9q | |||
2.EXTCOMM - External Commission - Commission value sent by the channel (Commission field) :- https://screencast-o-matic.com/i/c31ilEV3qRq | |||
3.COMMAMMOUNT - Commission Amount - Base price (first row in the Charges & Payments tab minus the value in the Commission field :- https://screencast-o-matic.com/i/c31il5V3q9R | |||
4.OURCOMMISSION - Our Commission - 20% of the base price - commission (20% of the Commissionable amount :- https://screencast-o-matic.com/i/c31ilmV3qRA | |||
https://176.56.237.232/link/92#bkmrk-5.vatcommission---va | |||
5.VATCOMMISSION - Vat Commission - VAT on the Commission values :- https://screencast-o-matic.com/i/c31ilJV3qRd | |||
the full value in the Booking Info Text box should be | |||
[BOOKINGINFOCODETEXT:4.OURCOMMISSION][*]0.20[+][BOOKINGINFOCODETEXT:2.EXTCOMM][*]0.20 | |||
6.TOTALCHAR - Total Charges - Total PM Charges :- https://screencast-o-matic.com/i/c31ildV3qSn | |||
the full value in the Booking Info Text box should be | |||
[BOOKINGINFOCODETEXT:2.EXTCOMM][+][BOOKINGINFOCODETEXT:4.OURCOMMISSION][+][BOOKINGINFOCODETEXT:5.VATCOMMISSION] | |||
7.OWNERPAYOUT - Owner Payout - Booking price - Total PM charges :- https://screencast-o-matic.com/i/c31ilKV3qSb | |||
== Send reports via EMail== | == Send reports via EMail== | ||