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To download and customise === Export standard reports:report to Excel ===
4. Change the data as required
'''Download Standard Reports'''
Rright click on the report and then use your Browsers "SAVE" or "DOWNLOAD" option. This will create a file which you can then import as .csv into a spreadsheet program i.e. Excel.
Definitions:
*average over stay: Values are assigned to each months with booked dates by the number of nights in each month
*booked at check-in date: Value of all bookings for which the check-in date falls into the monthselected period*booked at check-out date: Value of all bookings for which the check-out date falls into the monthselected period
*Invoice charges: Values from the "Total Charge" field in the "Charge and Payments" tab of the booking
*Revenue: Values from the "Price" field in the "Charge and Payments" tab of the booking
1. Generate the report. The report will open in a new browser tab.
2. Right click on the reports and then Select "Save As" e.gin your browser. The report will be saved to your computer as something like 'report.html'.
3. Go to the saved file and open it with Excel
== Custom Reports ==
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.
=== Template variables in Custom Reports ===
The columns "Property Template" and "Room Template" will show the content you have entered in SETTINGS->PROPERTIES->DESCRIPTION / SETTINGS->PROPERTIES->ROOMS->SETUP. These fields support template variables. If you enter template variables there the report will show the corresponding value from the booking. You can also use math variables to calculate values from the booking.
===='''Example:''' 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 ->PROPERTIES->ROOMS -> SETUP and add [INVOICEUPSELLNUM0][*]0.15 as "Room Template 1"
2. Create a custum report:
Drag the columns with the information you want to see from "Available Columns" to "Show Columns" make sure you choose the "Room Template 1" column.
=== Specific Custom Reports ===
==== Specific Custom Reports using Sort By====
===== '''Example ''': Referrer report / Booking source =====
Go to REPORTS - > CUSTOM REPORTS and create a new custom report with these settings:
Report Title = Referrer Report
Layout = Tabular
Include Totals = Sort By (or Sort By and Report if you want totals across the whole report)
Sort by = Referrer
Drag and Drop the columns for the information you want to see from the “Available Columns” to the “Show Columns” for example:
Referrer (required)
Quantity (required)
Booking Ref (optional)
Room (optional)
Unit (optional)
Full Name (optional)
First Night (optional)
Check Out (optional)
==== Specific Custom Reports using Info Codes ====
You can create specific reports showing only bookings which meet certain criteria.
===== '''Example 1''': Daily breakfast report =====
1. Create your info codes as explained above.
Any Booking Info Code =F&B-BB
Layout = Tabular
Drag and Drop the columns for the information you want to see from the “Available Columns” to the “Show Columns”
===== '''Example 2''': Daily Half Board report =====
1. Create your info codes as explained above.
Any Booking Info Code =F&B-HB
Layout = Tabular
===== '''Example 3''': Daily Full Board report =====
1. Create your info codes as explained above.
Any Booking Info Code =F&B-FB
Layout = Tabular
===== '''Example 4''': Airport Transfer Report Daily basis=====
1. Create your info codes as explained above.
Any Booking Info Code =AirportTransfer
Layout = Tabular
Booking Info Specified Columns
===== '''Example 5''': List room charges and extras individually tallied or in groups =====
1.) Create meaningful identifiers for your charges groups. For example:
Room charges, upsell item cleaning = Room
upsell item breakfast = Breakfast
upsell items cats, dogs = Pets.
2.) Insert these identifiers into the status fields for invoice items or upsell items
The status fields are not directly accessible. You have to append the content to the description field with a pipe (|).
<b>Invoice items:</b>
Settings > Guest Management > Invoicing > Invoice Item Room Description: Your description|Your identifier
<b>Upsell items:</b>
Settings > Properties > Upsell Items > Description: Your description|Your identifier
By adding the same identifier to multiple upsell items or invoice items you pool them into a group
3.) Create a custom report. Use the fields that you need and make sure to use the field 'Invoice Status Values'
*Layout = 'Tabular'
*Include Totals = 'Report'
This creates a column for each of your charges groups with the identifier as the column header and the total amounts at the bottom.
Note: Bookings that were created before you created the identifiers won't be included in this report unless you manually add the identifier in the booking popup under 'Charges and Payments'
==='''Example:''' Report for tax advisor===
1.) If you require sums for different payment methods, first set up status descriptions for your payment methods under SETTINGS->GUEST MANAGEMENT->INVOICES "Payment Status".
2.) Create a custom report:
*Status = Invoice Number Assigned
then click on SAVE
*Invoice date from / to = the period for which you want to create a report.
*Layout = Tabular 2
*Sort = invoice number
Drag the columns with the information you want to see from "Available Columns" to "Show Columns".
Invoice Number
Invoice Date
Invoice Item Description
Invoice Item Price
Invoice Item Vat
Invoice Item Vat %
Invoice Status Values (if you require sums for different payment methods)
Invoice Payments Value
Invoice VAT by Percantage
==='''Example:''' Report on pending payments===
Create a custom report:
*Pending Payments = choose which types of bookings you want to include in the report
*Layout = Tabular
*Sort = check-in
Drag the columns with the information you want to see from "Available Columns" to "Show Columns". Make sure you choose the "Pending Payments" columns you want to display.
