Volume Contract Lost Business report
The Volume Contract Lost Business report provides a summary of negotiated rate business that your property cancelled or turned down during the specified period.
To run the report
- Navigate to Reports.
- In the All Folders list, click Volume Contract Reports.
- In the list of reports, click Volume Contract Lost Business 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.
The report is grouped by property and sorted by the contract start date. 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.
The report includes common fields such as contract name, contract start and end dates, date lost, agency account name, and contract market segment.
The following table defines less common fields and calculations found in the report.
Contract Status This indicates whether the business was turned down, lost, or cancelled. Lost Reason This is the reason the business was lost. Your administrator defines the reasons that are available to your property. Lost to Competitor This indicates the competitor who won this business. Your administrator defines the competitor options that are available to your property. Revenue Information (Calculated) These values are automatically calculated based on all periods of the volume contract. - Forecast Rooms = Total number of estimated rooms
- Forecast Rate = Forecast Room Revenue / Forecast Rooms
- Forecast Room Revenue = Forecast Rooms * Forecast Rate
- Forecast Total Revenue = Forecast Room Revenue + Forecast F&B Revenue + Forecast Other Revenue
Grand totals at the end of the report sum Forecast Rooms, Forecast Room Revenue, and Forecast Total Revenue for all volume contracts shown.
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Select one or more of the following based on your Salesforce experience:
Classic - Delphi users only (
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- 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.