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Sales Manager Production report

The Sales Manager Production report shows guestroom and catering revenue (definite, tentative, and prospect) 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.
Set the report criteria by updating filters and choosing how to group and summarize the information.

If applicable, click Run Report.

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 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. Totals for all attendance and all revenue values are displayed for each property. Grand totals for all attendance and all revenue values are displayed at the end of the report.

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

Arrival/Departure	The booking's arrival and departure dates.
Booked	The date the booking was created.
Last Status Date	The date of the booking's last status change.
Blended ADR	Average daily rate for all room blocks on the booking (Total guestroom revenue / Total number of rooms). When a room block is marked Pickup Complete, its pickup revenue is used in the calculation. Otherwise, its blocked revenue is used.
Blended Roomnights	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, its blocked number of rooms is used.
Blended Guestroom Revenue Total	Total guestroom revenue on the booking. When a room block is marked Pickup Complete, its pickup revenue is used in this calculation. Otherwise, its blocked revenue is used.
Blended Event Revenue Total	Total event revenue on the booking. When a booking event is marked Done, its actual revenue is used in this calculation. Otherwise, its forecast revenue is used.
Blended Revenue Total	Blended Guestroom Revenue Total + Blended Event Revenue Total

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

Lightning

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).