Operated Report

The Operated Report is a key feature in the GRATIS system, providing a comprehensive breakdown of client spend, delegate numbers, savings, and commissions generated. This report focuses on confirmed bookings, offering valuable insights into your financial performance.

Key Features

• Confirmed Bookings: Only bookings that have been finalized (with all details confirmed) will appear in this report.
• Booking Overview: The report displays bookings within a selected date range, based on the arrival date.

Reporting Criteria

The Operated Report offers a variety of criteria to help you analyze bookings from multiple perspectives. You can customize the report by selecting the following options:

• Agency, Venue, GDS, or Client: Choose the appropriate report type based on the audience or recipient of the report.

Key Columns and Filters

1. Account Manager: Select a specific account manager or choose "All" to include all account managers.
2. Source: Filter by the source of the enquiry, or select "All" to include all sources.
3. Style: Choose the report style relevant to your audience/recipients.
4. Group By: Select how you want the data to be sorted (e.g., by consultant, client, etc.).
5. Booking Type: Choose from conference, accommodation, supplier, or select "All" to include all types.
6. Ex VAT: Tick this checkbox to display results excluding VAT.
7. Market Segment: Choose a specific market segment or select "All."
8. Industry Category: Filter by industry category or select "All."
9. Event Type: Choose a specific event type or select "All."

Client and Venue/Supplier Filters

On the right-hand side of the report, additional filters are available based on clients and venues/suppliers:

• Client and Contact: Select individual clients and contacts, or choose "All" to include all.
• Venues and Venue Groups: Choose specific venues or venue groups, or select "All."
• Suppliers: Filter by specific suppliers, or choose "All."
• Affiliations/Parent Companies: Include specific affiliations or parent companies, or choose "All."
• Ownership: Filter by venue ownership type.

Note: For venues owned by a group (e.g., franchised venues), you can filter by their trading group or owning group.

Customising the Report

Once you've selected the relevant filters, specify the desired date range for your report. You can also choose whether you want a summary or a detailed report.

• Preview: After selecting your criteria, click "Preview" to generate the report.
• Reset: If you'd like to start over with a new set of criteria, click "Reset."

Output Options

• Report Value: The report will display the total value of the operated bookings.
• CSV Export: You can export the report to a CSV file for further analysis. The CSV version includes a column identifying Green Accredited venues.