Catering Manager Production report
The Catering Manager Production report displays event revenue generated by each catering manager over the specified period. The report returns data for prospect, tentative, and definite events. Events on turned down, lost, or cancelled bookings are not included.
To run the report
- Navigate to Reports.
- In the All Folders list, click Booking Reports.
- In the list of reports, click Catering Manager Production Report.
- Set the report criteria, which includes filter updates and selections on how to group and summarize the information.
- Click Run Report if necessary.
- Review the report data.
By default, the report is grouped first by Catering Manager, then by Property, and then by 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 arrow pointing upward indicates the data is sorted in ascending order, such as A, B, C and 1, 2, 3. An arrow pointing downward indicates a descending order, such as Z, Y, X and 9, 8, 7.
Wherever a link displays in the report, you can click it to open the associated record.
The following table defines some fields and calculations found in the report.
Booked Date This is the date the booking was created. Status Modified Date This is the date when the booking status was last modified. Blended <<Revenue Classification>> Revenue This is the total blended revenue on the booking for each revenue classification, for example, food, beverage, and resource. When a booking event is marked done, its actual revenue is used in this calculation. Otherwise, the forecasted revenue is used. Blended Revenue Total This is the total of all blended revenue on the booking as well as function room rental. Agreed This is the number of agreed attendees for the booking event. Guaranteed This is the number of guaranteed attendees for the booking event. Actual This is the number of actual attendees for the booking event. Average Per Person This is the Blended Revenue Total divided by the most current attendance. -
Select one or more of the following based on your Salesforce experience:
Classic - Delphi users only (
)
- Show Details and Hide Details - This switches between the summary and detail views. The view you select is what is shown when you download the report. See Printable View below.
- Customize - This opens the report in the report builder, so you can customize it. Save your customizations with a new report name.
- Save - This overwrites the original report using the changes you made to the report criteria.
- Save As - This saves any changes you made to the report under a new name, so the original report is not altered.
- Printable View - This downloads the report into Microsoft Excel, where you can print, save, or email it. The format and summary information are retained in the downloaded spreadsheet.
- Export Details - This exports the report data into a Microsoft Excel spreadsheet or comma-separated values (CSV) file. The format and summary information are not retained.
Lightning - Delphi and Delphi Core users (
)
- Toggles, located at the bottom of the page, switch between the summary and detail views. The view you select is what displays when you download the report. See Formatted Report below. Available toggles include:
- Row Counts – This shows or hides the number of records in each grouping and total number of records in the report.
- Detail Rows - This shows or hides the report details. Collapse the report to only show subtotals and the grand total or expand to show the entire report.
- Subtotals – This shows or hides the subtotals by the groupings.
- Grand Total – This shows or hides the grand totals of the summary columns at the top of the report.
- Edit - This opens the report in the report builder so you can customize it. Save your customizations with a new report name.
- Save - This overwrites the original report using the changes you made to the report criteria.
- Save As - This 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, use this option to create or modify your own copy of the report.
- Subscribe - Use this to receive report results by email according to the schedule and conditions you set.
- Export
- Formatted Report - This downloads the report into Microsoft Excel (XLSX) where you can print, save, or email it. The header, all groupings, and filter settings are exported. Formatting includes row colors and shading, clear report grouping, and subtotals and grand totals. Grouping, subtotals, and grand totals display based on the toggles defined in the report preview.
Use this export option for the best presentation appearance, however, merged cells can make it difficult to filter data further with Microsoft Excel tools.
Details Only - This downloads the raw report data. Only the detail rows export into Microsoft Excel (XLS), formatted Excel (XLSX), or CSV file format.
With this export option the formatting is not retained. This option is best to perform further formatting or to upload to other systems.
- Formatted Report - This downloads the report into Microsoft Excel (XLSX) where you can print, save, or email it. The header, all groupings, and filter settings are exported. Formatting includes row colors and shading, clear report grouping, and subtotals and grand totals. Grouping, subtotals, and grand totals display based on the toggles defined in the report preview.
- Delete - This deletes the selected report, and the report moves to the Recycle Bin. You cannot delete reports in another user's personal folders, reports used by dashboard widgets, or reporting snapshots.
- Add to Dashboard - This adds the selected report to a dashboard widget to visualize your data.
- Enable Field Editing - Use this to edit records directly in the report.