What’s Included
Working with list views as “quick reports”
How to add columns, apply filters, save views (private/chain/organization), pin key views, and export either visible or all columns, including summaries, for bookings, events, guest rooms, documents, invoices, contacts, and accounts.Bookings & Events reporting
Using booking lists to see status, revenue, and deal value; event lists to break down revenue by category (food, beverage, AV, etc.), taxes, and fees; and exporting detailed summaries for internal analysis or third parties.Guest room pickup and revenue views
Creating pickup and revenue reports by adding blocked revenue, pickup revenue, net revenue, and pickup complete columns, then filtering by booking to share clean pickup summaries with partners or clients.Documents & invoicing oversight
Filtering BEOs by booking status, document type, and completion status; batch exporting multiple BEOs into a single PDF; and building invoice views to track sent and overdue invoices for timely follow‑up.Data hygiene for better reporting
Emphasis on fully populating contacts, accounts, market segments, referral sources, and loss reasons so that all higher‑level reports and pace tools remain accurate and useful.Core reporting section: grouped & saved reports
Using booking, account, invoice, and activity reports with grouping (by user, account, referral source, loss reason, etc.), and saving configured reports for quick reuse.Referral source & loss analysis
Grouping bookings by referral source to measure ROI on marketing channels, and exporting lost‑business reports by loss reason to understand where and why deals are being lost.Budgets, Catering Pace & Group Pace
Setting up catering and group room budgets by revenue category and market segment, then running catering pace and group pace to compare actuals vs. budget and vs. last year, and adjust goals as needed.Productivity & status‑change reporting
Leveraging booking status change reports to see which bookings turned definite or were lost in a given period, and group sales / event sales productivity reports to understand seller performance by revenue, nights, and number of events.Booking graphs & performance visuals
Using booking graphs to visualize performance by user, source, space, status, count, deal value, and revenue, and to identify patterns like high‑loss segments or top performers.Top accounts & key accounts
Reviewing top group accounts by total revenue and room production, and key accounts for business travel to validate which partners truly warrant preferred or negotiated rates.Operational reports for weekly execution
Activity lists for weekly sales reporting; booking financials and line item reports to see what’s been ordered and where items are used; daily events with details for front desk and operations; group pickup by salesperson; and email template performance (send, open, and reply metrics).