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 time period.

To run the report

  1. Navigate to Reports.
  2. In the All Folders list, click Volume Contract Reports.
  3. In the list of reports, click Volume Contract Lost Business Report.
  4. Set the report criteria by updating filters and choosing how to group and summarize the information.
  1. If applicable, click Run Report.
  1. 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 is shown in parentheses. Wherever a link appears 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, date lost, contract status, agency account name, owner, and contract market segment.

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

    Contract StatusIndicates whether the business was turned down, lost, or cancelled.
    Lost ReasonThe reason the business was lost. Your administrator defines the reasons that are available to your property.
    Lost to CompetitorIndicates 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.

  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).