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:

To run the report

  1. Open the booking and click Recap.
  2. 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 DateEnter a date range to determine which booking activities display.
    Additional InformationSelect 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.

    ContactSelect to display either all contacts associated with the booking or only the primary contact.
    PDF OrientationSelect the preferred orientation to display the report data.
    CurrencySelect the preferred currency to display.
  3. 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.
  4. 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 - How is Total calculated?ClosedTotal = Guestroom Revenue + Event Revenue.
Learn more...

Overview: Bookings

Use the Bookings Home page

Create bookings

View booking details

Edit bookings

Delete bookings

Banquet check revenue summary by booking report

Change the booking owner

Change the status of a booking

Clone bookings

Move bookings

Reassign bookings

Repair partially moved bookings

Select the property and account for bookings

View the booking history

Working with booking sources