Booking Recap report
The Booking Recap report provides a summary of the information that displays on the Booking page, for example, roomnights, room rates, contact information, and event details.
Use the Booking Recap report to:
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Distribute booking information to the property staff.
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Ensure that new employees follow your property's standards and procedures for entering booking information.
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Replace the resume that is distributed to staff.
To run the report
- Open the booking and click Recap.
- Complete the report criteria. You can select multiple values for some criteria fields. To do so, press CTRL while selecting each value you want to include.
Search details Activity Start Date and End Date Enter a date range to determine which booking activities display. Additional Information Select the types of information you want to include. All types are selected by default. If you do not make any selections, the report displays the booking details from the top of the Booking page, as well as the booking's contact information and blended revenue figures.
Contact Select to display either all contacts associated with the booking or only the primary contact. PDF Orientation Select the preferred orientation to display the report data. Currency Select the preferred currency to display. - Click Generate Report to view the report on-screen or Generate PDF to view the report as a PDF file that you can save or print.
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Review the report data. By default, the report includes the following sections: Booking Information, Contact Information, and Blended Revenue Information. If selections are made in the Additional Information criteria field, those sections also display.
Search result details Booking Information This displays general information about the booking including important dates. Account Information This displays information about the booking's account. Agency Information This displays information about the booking's agency. Contact Information This displays information about the booking's primary contact. Comments This displays any comments entered onto the booking. Activities
This displays upcoming and completed tasks and appointments related to the booking.
Guestroom Information
This displays the booking's guestroom information including the quantity and rate of each room type and picked up values.
Event Information
This displays the booking's events, attendance, and revenue.
Blended Revenue Information
This displays the booking's current guestroom and event revenue using the following criteria:
- Guestroom Revenue - When a room block is marked pickup complete, the pickup guestroom revenue is used to calculate the blended revenue. Otherwise, the blocked guestroom revenue is used.
- Event Revenue - When a booking event is marked done, the actual revenue is used to calculate the blended revenue. Otherwise, the forecasted revenue is used.
- Total -
Learn more...
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