A - Reports Overview and Index

Modified on Tue, 29 Apr at 3:10 PM

The Reports Module is an invaluable facility, providing the ability to run a myriad of complex reports ranging from agency performance, to client spend and venue/supplier statistics.



Creating a New Report



From the Home Menu on the left-hand side of the GRATIS interface, click once on ‘Reports’ and the reports selector screen will open in a new tab:




The Choose Report section provides you with a drop-down list to select the type of report you wish to run – this will also determine the criteria available to you for your chosen report.


In the second section, you are able to choose which office you wish to include information from within your report.  The default is set to your main office.


Reports Index


Booking DataOperationsFinanceSales
Accommodation DetailsActive Venue/SuppliersInvoice DK
Client Contact Details
Accommodation Room NightsBooking Contact Expiration Report
Invoice EnhancedCRM History
Agent Bookings
Contract Report
Invoice FUSMailing List
Cancelled Business
Duty of Care
Invoice Navision
New Client Accounts
Cancelled Reason
Preferred Venues
Invoice Report
New Client Contacts
Charge Lines SLA
Invoice SAP
Registered Customer Type 
Client Field Report
Survey Return Rate
Invoice Xero Report
Confirmed Forecast
Survey Answer Summary


Conversion Rate
Venue Response Time


Conversion Rate by BookingVenue/Supplier Business 

Daily Enquiries
User Response Time


Jobs & Projects


Lost Business



New Enquiries & Provisionals



Operated Report



Operated Enhanced



Revenue



Revenue by Arrival Date



Status Report



Status Report Enhanced


Transaction Report



Zero Revenue





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