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1.) Create a custum custom report:*Pending Payments = choose which types of bookings you want to include in the report
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<embedvideo service="youtube">https://www.youtube.com/watch?v=cY4-NSPNaLo</embedvideo>
The "Room Template" columns show the content added in SETTINGS-PROPERTIES-ROOMS-SETUP under "Room Template". These fields can contain template varialbles variables and also math variables which allows you to use these colums for custom calculations.
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.
=== Graphs and Charts ===
Under "Layout" you can choose to show a graph or chart. If you want to use this option what is set to "Sort by" defines what is shown horizontally.
*Each colum which can have a "Total" can show as graph.
*The monthly bar graph requires dated to be selected in "Sort by".
*For a pie chart you only need the colunm "Quantity" or a charges/payments/price column. A pie chart will be dawn by what is set to "Sort by" by number of bookings or value.
=== Template variables in Custom Reports ===
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 custum custom report:
*Status = Invoice Number Assigned
then click on SAVE
==='''Example:''' Report on pending payments===
*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.
==='''Example:''' Commission report for owners===
Go to SETTINGS-PROPERTIES-ROOMS-SETUP and us template variables in "Room Template" to calculate the commission.
Examples:
*If the commission you charge is 10% of the booking value including all extras use [INVOICECHARGES:10%]
*If the commission you charge is 10% of cost of the lodging use [INVOICEUPSELLNUM0][*]0.1
Create a custom report:
*Layout = Tabular
*Include Totals= Property
Drag the columns with the information you want to see from "Available Columns" to "Show Columns". Make sure you choose the "Room Template" columns you are using to calculate the commission.
