Status Report

The Status Report provides an overview of enquiries received within a specific date range, based on the Arrival Date, Enquiry Date, or Reconciled Date.

This report identifies the status of each enquiry, including the potential value of provisional bookings, and categorizes them as Confirmed, Lost, Cancelled, New, Claimed, and Paid.

Filtering the Report

The following fields allow you to filter and customize the report:

1. Account Manager: Choose a specific account manager, or select "All" to include all account managers.
2. Source: Select where the enquiry originated (e.g., website, referral, etc.), or choose "All" to include all sources.
3. Booking Type: Filter by Accommodation, Conference, Supplier, or select "All" to include all booking types.
4. Style: Choose either Client or Agent:
   • Agent: Focuses on commission and revenue.
   • Client: Focuses on savings.
5. Group By: Select how you’d like to group the report, such as by Client, Consultant, Enquiry Contact, Source, or Month.
6. Status: Filter by the booking status:
   • Provisional, Confirmed, Cancelled, Lost, New, Confirmed All, Paid, or All.
7. Ex Tax: Tick this checkbox to display results excluding VAT.
8. Market Segment: Filter by a specific Market Segment (defaults to "All").
9. Industry Category: Filter by a specific Industry Category (defaults to "All").

Client and Venue/Supplier Filters

On the right-hand side of the page, you can further refine the report by filtering on:

• Client, Contact, Venue, Supplier, and Parent Company.

Generating the Report

1. Select Date Range: Choose the start and end dates for your report.
2. Report Type: Choose whether you want a Summary or Detailed report.
3. Preview: Click "Preview" to generate the report based on your selections.
4. Reset: Click "Reset" to clear your filters and start over.

Report Output

The report will display the number of bookings for each status, along with their value where applicable. It will also include combined totals for each category.

Exporting the Report

To export the report, click the Save icon and select your preferred file format (e.g., Excel, PDF).