Sales Manager Production (B) report
The Sales Manager Production (Bookings) report displays guestroom and catering revenue in definite, tentative, and prospect status by sales manager.
To run the report
- Navigate to Reports.
- In the All Folders list, click Booking Reports.
- In the list of reports, click Sales Manager Production Report (B).
- 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 by Booking Owner, then Property, and then 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 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. Totals for all attendance and all revenue values display for each property. Grand totals for all attendance and all revenue values display at the end of the report.
The following table defines some common fields and calculations.
Field Description Arrival and Departure These are the booking's arrival and departure dates. Booked This is the date the booking was created. Last Status Date This is the date of the booking's last status change. Blended ADR This is the average daily rate for all room blocks on the booking, which is calculated as Total guestroom revenue / Total number of rooms. When a room block is marked pickup complete, the pickup revenue is used in the calculation. Otherwise, the blocked revenue is used. Blended Roomnights This is the total number of guestrooms on the booking. When a room block is marked pickup complete, its picked up number of rooms is used in this calculation. Otherwise, the blocked number of rooms is used. Blended Guestroom Revenue Total This is the total guestroom revenue on the booking. When a room block is marked pickup complete, the pickup revenue is used in this calculation. Otherwise, the blocked revenue is used. Blended Event Revenue Total This is the total event revenue on the booking. 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 sum of the Blended Guestroom Revenue Total plus the Blended Event Revenue Total. - 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.