Sales
How to generate and view sales reports
Booking Statistics Report
This report conveys a variety of statistics relating to bookings that occurred within a specified date range.
It presents aggregate statistics over the period including number of:
Bookings
Items
Product types
Booking channels
Booking segments
Gross Sales
Net Sales
It also drills down to present results such as:
Sales by Category
Sales by Product
Sales by Instructor
Sales by Booking channel
Sales by Booking segment
Sales by Customer Country
Both totals over the period and value for each day in the period are presented. This report can be viewed on screen and downloaded to Excel.
To access the report:
Navigate to Reports → Booking Statistics Report II
Booking Creation and Cancellation
This report conveys the timing of booking creation and cancellation. It can be used to answer questions such as:
What months are most of our bookings made?
When are our winter bookings made?
How many of our bookings end up being cancelled?
How do bookings this year compare to bookings last year?
To access the report:
Navigate to Reports → Booking Creation and Cancellation
Payments Report
This report provides an overview of received and pending payments, allowing you to:
View all payments received and pending that fall within a given date range.
View the total amount due to be received each month in the specified period. For past dates the total amount received is also shown.
Generate results for nightly audit of a sales desk.
The report presents:
Invoice ID
Invoice Date
Invoice Amount
Invoice Due Date
Invoice Notes
Payment Date
Payment Amount
Payment Method
Payment ID
Payment Notes
Editable / Not Editable
Booking ID (1st booking in Package)
Vendor (1st in Package)
Package Start Date
Package End Date
Lead Guest
Booking Status
This report can be viewed on screen and downloaded to Excel.
To access the report:
Navigate to Reports → Payments Report
Search Bookings
This page allows you to list bookings via a number of criteria including:
Search by Date
Search by Guest
Search by ID
Search by Payment Status
This report can be viewed on screen and downloaded to Excel.
To access the report:
Navigate to Bookings → Search Bookings
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