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Subscription Monthly Summary report

The Subscription Monthly Summary report provides the total number of RFPs sent or received for each property by month.

The report summarizes guestroom and budget data for each property.

To run the report

Click the Reports tab

Select Subscription Monthly Summary from the list.
For the Report Type, select whether you want to view sent leads or received leads.

The Sent option includes both new and redirected leads.

In the First Sent Date boxes, enter the range of origination dates (the date when the RFP was sent).
Select one or more statuses for the RFPs you want to include in the report.
Select the currency to which you want to convert the report's revenue. More

Select one or more countries:

If you selected the Received report type, the countries represent where the receiver is located.
If you selected the Sent report type, the countries represent where the sender/channel is located.

If you selected the Received report type, select the channel.

Channels appear when they are configured for at least one location the user has access to.

Do one of the following:

If you selected the Sent report type, enter or select the users within the subscription who sent the RFPs in the Sender box.
If you selected the Received report type, enter the users within the subscription who received the RFPs in the Receiver box.

All active users within the subscription are displayed.

Click the Search button to select a location:

If you selected the Sender report type, choose a receiving location in the Select User Locations window.
If you selected the Receiver report type, choose a sending location in the Select User Locations window.

All locations within the subscription that you have access to are displayed.

Select whether you want to print the report in HTML or Microsoft Excel format.
Click Create Report.

Report details

From	The location or channel that originally sent the RFPs.
To	The location that received the RFPs.
Currency	Default currency of the receiving location.
Total Records	The number of RFPs sent (RFPs received when Received is selected as the report type).
Total Rooms	The total number of agreed guestrooms.
Rooms Original Budget	The potential revenue of sleeping rooms.
Rooms Budget Converted	The rooms budget converted to the currency of the receiving location.
Event Budget	The potential revenue of event space.
Event Budget Converted	The event budget converted to the currency of the receiving location.

Subscription Admin	May view the report only if you also have Director or Supervisor access.
Location Admin	May view the report only if you also have Director or Supervisor access.
Director	May view all RFPs for the locations where you have access.
Supervisor	May view all RFPs for the locations where you have access.
Sales Manager	Cannot view report.