Top Contacts report

The Top Contacts report shows the revenue associated with your top contacts during the current fiscal year.

Use the Show Details option to list the individual bookings and totals associated with each contact.

To run the report

  1. Navigate to Reports.
  2. In the All Folders list, click Account/Contact/Activity Reports.
  3. In the list of reports, click Top Contacts Report.
  4. Set the report criteria by updating filters and choosing how to group and summarize the information.
  5. If applicable, click Run Report.
  6. Review the report data.

    The report shows the definite guestroom and event revenue associated with each contact. It is sorted by the contact's Last Name, and parentheses indicate the total number of records associated with the contact. Only records and properties you have access to are included in the report. Wherever a link appears in the report, you can click it to open the associated record.

    The following table defines the table's fields and calculations.

    Blended Guestroom Revenue TotalTotal guestroom revenue associated with this contact for definite bookings over the current calendar year. 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 TotalTotal event revenue associated with this contact for definite bookings over the current calendar year. When a booking event is marked Done, its actual revenue is used in this calculation. Otherwise, its forecast revenue is used.
    Blended Revenue TotalBlended Guestroom Revenue Total + Blended Event Revenue Total
  1. Click one or more of the following based on your Salesforce Experience:
  • 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 Printable View below).
  • Customize - Opens the report in the report builder so you can customize it. Be sure to save the customized report with a new name.
  • Save - Overwrites 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.
  • Printable View - Downloads the report into Microsoft Excel where you can print, save, or email it. The report's format and summary information are retained in the downloaded spreadsheet.
  • Export Details - Exports the report data into a Microsoft Excel spreadsheet or CSV (comma-separated values) file. The report's format and summary information are not retained.
  • 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).