Catering Manager Lost Production report

 

The Catering Manager Lost Production report shows catering lost revenue by manager over the time frame specified. Only booking events with a status of Lost, Cancelled, or Turned Down are displayed.

To run the report

  1. Navigate to Reports.
  2. In the All Folders list, click Booking Reports.
  3. In the list of reports, click Catering Manager Lost Production Report.
  4. Set the report criteria by updating filters and choosing how to group and summarize the information.
  1. If applicable, click Run Report.

  1. Review the report data.

    By default, the report is grouped first by Catering Manager, then by Property, and then by Booking Status. Groups are sorted in ascending order. To change the sort order of the data groups in the report, click one of the Sorted By fields. To change the sort order of the data within each group, click a bold column heading. An up arrow indicates the data is sorted in ascending order (A, B, C ... 1, 2, 3). down arrow indicates a descending order (Z, Y, X, ... 9, 8, 7).

    Wherever a link appears in the report, you can click it to open the associated record.

    The following table defines less common fields and calculations in the report.

    Booked DateDate the booking was created.
    Status ModifiedDate when the booking status was last modified.
    Blended <Revenue Classification > Revenue Total blended revenue on the booking for each revenue classification (Food, Beverage, Resource, etc.). When a booking event is marked Done, its actual revenue is used in each of these calculations. Otherwise, its forecast revenue is used.
    Blended Revenue TotalTotal of all blended revenue on the booking as well as function room rental.
    AgreedAgreed attendees for the booking event.
    GuaranteedGuaranteed attendees for the booking event.
    ActualActual attendees for the booking event.
    Average Per PersonBlended Revenue Total / Current Attendance

  1. Click one or more of the following based on your Salesforce Experience:

  • Show/Hide Details - Toggles between the report's summary and detail views. The view you select is what is shown when you download the report (see Printable View below).
  • Customize - Opens the report in the report builder so you can customize it. Be sure to save the customized report with a new name.
  • Save - Overwrites the original report using the changes you made to the report criteria.
  • Save As - Saves any changes you made to the report under a new name so the original report is not altered.
  • Printable View - Downloads the report into Microsoft Excel where you can print, save, or email it. The report's format and summary information are retained in the downloaded spreadsheet.
  • Export Details - Exports the report data into a Microsoft Excel spreadsheet or CSV (comma-separated values) file. The report's format and summary information are not retained.
  • Show/Hide Details - Toggles between the report's summary and detail views. The view you select is what is shown when you download the report (see Formatted Report below). Available toggles include:
    • Row Counts – Toggle between showing or hiding the number of records in each grouping and total number of records in the report.
    • Detail Rows - Toggle between showing or hiding the report details. Collapsing the report to only show subtotals and grand total or expanding to show the entire report.
    • Subtotals – Toggle between showing or hiding the subtotals by the groupings.
    • Grand Total – Toggle between showing or hiding the grand totals of summary columns at the top of the report.
  • Edit - Opens the report in the report builder so you can customize it. Be sure to save the customized report with a new name.
  • Save - Saves changes to the current report, overwriting the original report using the changes you made to the report criteria.
  • Save As - Saves any changes you made to the report under a new name, so the original report is not altered.

    For reports that you have access to run but cannot edit, Save As allows you to create or modify your own copy of the report.

  • Subscribe - To begin receiving report results by email according to the schedule and conditions you set.
  • Export
    • Formatted Report - Downloads the presentable report into Microsoft Excel (.xlsx) where you can print, save, or email it. The report's header, all groupings, and filter settings are exported. Formatting includes row colors/shading (ADA approved), clear report grouping, and sub/grand totals. Grouping, Sub/Grand Totals display based on the toggles defined in the report preview prior to exporting.

      For the purposes of presentation appearance, some cells are merged, making it difficult to filter data further with Microsoft Excel tools.

    • Details Only - Downloads the raw report data, exporting only the detail rows into Microsoft Excel (.xls), formatted Excel (.xlsx) or .csv file format. The report's formatting is not retained. This format is best to perform further calculations and formatting or to upload to other systems.

      For the purposes of presentation appearance, some cells are merged, making it difficult to filter data further with Microsoft Excel tools.

  • Delete - Deletes the selected report, and the report is moved to Recycle Bin. You cannot delete reports in another user's personal folders, reports used by dashboard widgets or reporting snapshots.
  • Add to Dashboard - Adds the selected report to a dashboard widget to visualize your data.
  • Enable Field Editing - Grants the ability to inline edit records directly from the report (as opposed to opening the record and updating it there).