Account Listing report
The Account Listing report is a versatile tool that lets you:
- See the current worth of each account so you know where to focus your prospecting efforts. When you export the report to Excel, you can sort by city or state to prepare for a sales trip or look for prospecting opportunities in your area.
- Familiarize yourself with the property's business mix.
- Check for duplicate accounts in your database and ensure information is being entered consistently.
A few things to keep in mind:
- You must have R31 installed to access this report.
- The data in the report may be delayed by up to 15 minutes. If the data doesn't match what you'd expect to see, please run the report again in a few minutes.
To run the report
- Navigate to Amadeus Reports.
- Under Account, Contact & Activity, click Account Listing.
- Complete the report criteria.
Field Description Include Accounts with Activities Include Accounts with Bookings
These options work together—for example, you can report on accounts with Future Activities AND Future Bookings. Property Currency If you have cross-property bookings where the primary currency is different at each property, select the currency you want to report on. That currency determines which property's blended revenue will be included in the account's revenue calculations. How is blended revenue calculated?- When a BEO is marked Done, its actual revenue is used to calculate the blended revenue. Otherwise, its forecast revenue is used.
- When a room block is marked Pickup Complete, its pickup revenue is used to calculated the blended revenue. Otherwise, its blocked revenue is used.
State/Prov All states are included by default. If you want to filter, enter the state or province for the accounts you want to report on. The report will include all accounts whose state/province begins with the text you enter. For example, if you enter "NH", you'll see all accounts where "NH" has been entered in the State field. If you enter "New", only those accounts with "New Hampshire" in the State field will be displayed. Good to know:
- Comma-separated lists are not currently supported in this field.
- This field works together with Country—so if you enter data in both fields, you're telling the system to find all accounts that are located in that state AND that country. Most of the time, you'll probably use one field or the other—not both.
- To see accounts from all states/provinces, leave this field blank.
Country To see accounts from all countries, leave this field blank. Otherwise, enter the country for the accounts you want to report on. The report will include all accounts whose country begins with the text you enter. For example, if you enter "US", you'll see all accounts where "US" or "USA" has been entered in the Country field, but you won't see accounts where "United States" has been entered. Good to know:
- Comma-separated lists are not currently supported in this field.
- This field works together with State/Prov—so if you enter data in both fields, you're telling the system to find all accounts that are located in that state AND that country. Most of the time, you'll probably use one field or the other—not both.
Account Owners If you only want to view accounts with a specific owner, adjust the selections in this field. This filter is not applicable if you are on a version earlier than R36.
- Click View Report.
The report shows you a list of accounts sorted alphabetically—along with their address, market segment, and lead source. To help with prospecting, you'll also see each account's worth (as blended revenue) in the Future Booking Revenue column.
Here are a few additional things you can do after you've run the report:
- To export the report data to Excel, PDF, CSV, or another supported file format, use the Export picklist.
- To scroll through a multi-page report, use the First Page , Previous Page , Next Page , and Last Page buttons.
- To change the report zoom, use the Zoom picklist.
- To print the report as a PDF, use the Print button.
- To use the search field, enter the first few characters of the word you want to find (for example, the booking post as) and press Enter or click Find. Click Next to view all instances that match your search criteria.