We have many reports in the PMS and they all receive their data in different ways, sometimes you will wonder why the figures of one report doesn't match to another. This is usually because some reports are taking data from the bookings whilst others, from daily figures.

Credit Report

Description: this is a report to show you all payment transactions over a period of time

Filters:

Date: you can search between different dates
Time: you can search also for time
Created or Payment Date: you can search for payment date which can be altered by the user or created date which is the time when the payment was added

Data: it is based on payment transactions which you can find inside each booking in the payment tab

Booking Report

Description: this report will show you all bookings depending on your search criteria, it also has a summary section at the top to give you some insights

Filters:
Arrival: will search for bookings matching arrival dates
Departure: will search for bookings matching departure dates
Booking Date: will search for bookings matching when booking was created
Staying: will match bookings to any day in the booking
Booking Source: you can filter by source
Show Cancelled: by default we hide cancelled, you can select to show
Due Greater Than 0: you can filter to show bookings who have payments due

Data: this report is based on bookings

Housekeeping Report

Description: this is a simple report to print for the housekeeper for a single day, It will show what rooms are departing, arriving and staying.

Filter: date only

Data: it is based on booking data


Channel Report

Description: this report will find all the bookings in the requested date range and summarise them in order of sales channel. You can click on each channel to see the bookings associated with the data

Filters:
Arrival: will search for bookings matching arrival dates
Departure: will search for bookings matching departure dates
Booking Date: will search for bookings matching when booking was created

Data: it is based on booking data

Extra Report

Description: this report will search for all extras that match the search criteria and show in a summarised way

Data: this report is based on extras which is found in each booking in extras tab.

Note: extras may have dates outside the room stay dates, You should be careful when using dates for extras so it makes sense

Meal Report

Description: this is an Extra Report customised to show meals- on each extra there is a checkbox to say if the extra is a meal or not. This report is useful to have a breakfast list or see all meals on a particular day

Occupancy Report

Description: this report is designed to give you insights for your property in terms of key statistics such as Average Revenue, Occupancy etc.

Data: this report is based on daily figures (Not Booking Data) daily figures is based on each individual date and not the whole booking.

Example: you have a 10 night booking for Dec 1st at a rate of $100 per night. The Booking Report with an arrival filter for Dec 1st to Dec 1st will show the booking data and Revenue of $1000. The Occupancy Report with date of 1st Dec to 1st Dec will show data on one night only so, $100

Financial Report

Description: similar to occupancy report in some ways but provides more details on financial data on a daily basis

Data: this report is based on daily figures (not Booking Data). Daily figures are based on each individual date and not the whole booking

Example: you have a 10 night booking for Dec 1st at a rate of $100 per night. The Booking Report with an arrival filter for Dec 1st to Dec 1st will show the booking data and Revenue of $1000. The Financial Report with the date of 1st Dec to 1st Dec will show data for one night only so, $100

Debtor Report

Description: this report will search all of the past bookings and show you a list of all bookings that have amount owing

Data: based on booking data

In House Report

Description: this is a report to show all of the checked in bookings and some key statistics. This is useful to see who is in-house currently

Data: based on checked in bookings

Reservation Report:

Description: this report will summarise key data for a period of time such as the number of arrivals, departures or people in house. This is information is useful for housekeeping or F&B departments.

Data: bookings and Daily

Manager Report:

Description: a daily snapshot of property performance. You can compare see your current performance to previous time periods

Data: this report is based on daily figures (not Booking Data). Daily figures are based on each individual date and not the whole booking

Example: you have a 10 night booking for Dec 1st at a rate of $100 per night. The Booking Report with an arrival filter with the date of Dec 1st to Dec 1st will show the booking data and Revenue of $1000. However, the Manager Report with the date of 1st Dec will show data for one night only so, $100.

Folio Report

Description: this report retrieve all folios, invoices or receipts for a given date range

Data: based on Folio dates, the folio is found inside each booking in folio tab

Immigration Report

Description: this report will show you key data of all guests staying on a specified date; this is useful if the local police required a report or information on guests

Data: it is based on guest data of each booking. Guest details are found in guest tab of each booking

Country Report

Description: this report provides an insight about where your guests are from

Data: booking data is used for this report

Deposit Report

Description: this reports shows all future bookings that have had payments processed; this helps outline how much you have collected but are yet to provide the service

Data: based on payment data and future bookings

Rate Plan Report

Description: this report gives you details of what rate plans have been popular and their statistics; it is similar to the channel report but sorted around rate plans

Data: booking data


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