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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
===== '''Example 5''': List room charges and extras individually tallied or in groups =====
1.) Create meaningful identifiers for your charges groups. For example:
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.
