Group Business Pickup report
The Group Business Pickup report displays the agreed, blocked, and picked up rooms, the average rate, and the revenue for in-house definite bookings. The report also displays forecasted and actual event revenue.
To run the report
- Navigate to Reports.
- In the All Folders list, click Booking Reports.
- In the list of reports, click Group Business Pickup 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 data is grouped and is sorted by property. To change the sort order, click a bold column heading. An up arrow indicates the data is sorted in ascending order (A, B, C, ... 1, 2, 3). A down arrow indicates a descending order (Z, Y, X, ... 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.
Total Roomnights Agreed This is the total of all agreed guestrooms on the booking. Total Roomnights Blocked This is the total of all blocked guestrooms. Total Roomnights Picked Up This is the total of all picked up guestrooms. Blocked ADR This is the average daily rate for the blocked guestrooms. This is the Blocked Guestroom Revenue Total divided by the Total Roomnights Blocked.
Pickup ADR This is the average daily rate for the picked up guestrooms. This is the Pickup Guestroom Revenue Total divided by the Total Roomnights Blocked.
Blocked Guestroom Revenue Total This is the total blocked guestroom revenue for all room blocks. Forecasted Event Revenue Total This is the total forecasted revenue for all events. Pickup Guestroom Revenue Total This is the total pickup guestroom revenue for all room blocks. Actual Event Revenue Total This is the total actual revenue for all events. Total Blocked Revenue This is the sum of the Blocked Guestroom Revenue plus the Forecasted Event Revenue. Total Revenue Pickup This is the sum of the Pickup Guestroom Revenue plus the Actual Event Revenue. - 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.