Daily Events report

The content of this page is specific to the Delphi product type only. If you are using the Delphi Core product type, click here to access the Delphi Core-specific version of the report.

The Daily Events report provides a summary of events during a specified period. You can use this report as a cover page for your weekly BEO and resume packet or circulate it to your operations team for informational purposes. The report is grouped by the day of the week and outlines events and contact information. This topic covers two versions of the Daily Events report: Daily Events by Booking and Daily Events by Event Start Date. The report criteria and data are similar in both reports.

To run the report

  1. Navigate to Reports.
  2. In the All Folders list, click Booking Reports.
  3. In the list of reports, click Daily Events by Booking or Daily Events by Event Start Date.
  4. Set the report criteria, which includes filter updates and selections on how to group and summarize the information.

    Search details

    Start Date and End Date Any events that are in-house during this date range are included.

    Event date refers to the actual dates that revenue is generated, regardless of the booking's arrival and departure dates. For example, if a booking is in house March 30 – April 2, and the event start date range is March 1–31, only the events from March 30-31 are included.

    Property Select the property to include. Only properties you have access to are shown, and you can only select one property at a time.
    Booking Status Select the booking statuses to include.
    Booking Types Select the booking types to include.
    Booking Owners Select the users to include.
    Function Rooms Select the function rooms to include.
    Display Select to display either the Booking Post As or the Booking Contact.
    Group By By default, Event Start Date is selected. Select whether to group the data by Booking, Event Classification, or Function Room.
    Sort By By default, Event Start Time is selected. Select to sort the data by Booking Arrival Date.
    Include Page Break Between Days Select Yes to display a separate page for each day.
  5. Click Run Report if necessary.
  6. Review the report data.

    The following information shows for each booking event that starts during the specified period: Start and End Time, Account, Booking Contact, Function Room, Function Room Setup, Attendance (Expected, Guaranteed, and Set), BEO, Booking Post As, Event Status, Booking Owner, Service Manager, and Catering Manager.

    The number of records within each data group displays in parentheses. Wherever a link displays in the report, you can click it to open the associated record.

  7. Select one or more of the following based on your Salesforce experience:

For more information on Salesforce reports, see Salesforce Help.

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