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Note: There can be problems exporting data to Excel or CSV in some browsers including Internet Explorer/Edge, it works well with Chrome and Firefox. Problems also occur with Chrome and MAC.
== Specific Reports ==
You can create specific reports showing only bookings which meet certain criteria.
These bookings are identified using Booking Info Codes which are automatically set by Auto Actions.
To create Info Codes go to SETTINGS - >ACCOUNT -> PREFERENCES “Booking Info Code Presets” and create the info codes you need. For example:
F&B-BB (for example for breakfast)
F&B-HB (for example for half board)
F&B-FB (for example for full board)
AirportTransfer (for example for airport transfer)
Expample 1: Daily breakfast 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=Breakfast (or Extra Breakfast - use the text the channel uses)
Booking info tab
Booking Info Code : F&B-BB
Booking Info Text : [NUMPEOPLE1]
3. Create Custom Report
Go to REPORTS - > CUSTOM REPORTS and create a new custom report with these settings:
Report Title = Breakfast
Check In From = Any Date
Check In To = Today
Check Out From = Today
Check Out To = Any Date
Any Booking Info Code =F&B-BB
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
SAVE
