Operated Enhanced Report

The Operated Enhanced Report provides a detailed breakdown of client spend, delegate numbers, savings made, and commissions generated. Unlike the standard Operated Report, the Enhanced version also includes the total sum for any non-commissionable items associated with each booking in the Agent style.

Key Features

• Confirmed Bookings: The report includes bookings that have been finalized, based on their arrival date within a selected date range.
• Non-Commissionable Items: The Enhanced version tracks non-commissionable items for each booking, helping to give a more complete financial overview.

Reporting Criteria

You can customize the Operated Enhanced Report using various criteria to analyse the value of bookings from different perspectives. Depending on the recipient, you can choose from Agent, Venue, GDS, or Client reports.

Filters:

1. Account Manager: Select an individual account manager or choose "All" to include all managers.
2. Source: Filter bookings by the source of the enquiry, or select "All" to include all sources.
3. Style: Choose the appropriate style for the audience/recipient of the report.
4. Group By: Select the sorting order, such as by consultant, client, etc.
5. Booking Type: Filter by booking type (conference, accommodation, supplier), or select "All" to include all types.
6. Ex VAT: Tick the checkbox to exclude VAT from the results.
7. Market Segment: Choose a specific market segment, or select "All" to include 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

Additional filters are available on the right side of the report, allowing you to further refine the data based on clients and venues/suppliers:

• Clients and Contacts: Select individual clients or contacts, or choose "All" to include all.
• Venues and Venue Groups: Filter by specific venues or venue groups, or select "All."
• Suppliers: Select specific suppliers, or choose "All."
• Affiliations/Parent Companies: Filter by affiliations or parent companies, or choose "All."
• Ownership: Filter by venue ownership type (e.g., franchised venues or independent venues).

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

Customising the Report

After selecting your filters, specify the date range for the report and decide whether you want a summary or detailed report.

• Preview: Click "Preview" to generate the report based on your selected criteria.
• Reset: Click "Reset" if you wish to start over and apply new filters.

Output Information

• Non-Commissionable Extract: The report includes a column (located second to last on the far right) showing the total of non-commissionable items for each booking.
• CSV Export: The CSV version of the report provides additional details, including the Arrival Date, Booking Status, and whether the venues are Green Accredited.