This report offers a range of criteria that allows users to analyse business transactions with venues from various perspectives. You can filter and customize the report to focus on specific booking types, statuses, dates, and more.
Key Features:
- Booking Type:
- Filter the report by one specific booking type (Conference, Accommodation, or Supplier), or include all three types in the analysis.
- Booking Status:
- Select the booking statuses you want to include in the report. This helps you focus on confirmed, provisional, or any other relevant booking status.
Note: The venue status may not always align with the booking status. For instance, the "Option Status" column may show "Released," even if the booking status is marked as confirmed. To verify a confirmed venue, refer to the Confirmed Venue column.
- Report Dates:
- In the central column, filter the report based on dates by selecting a specific date range, a particular quarter of the year, or Previous Month if you need data from just the last month.
- You can choose to filter by either Enquiry Date or Arrival Date.
- Venue/Supplier Filters:
- In the right-hand column, you can further narrow down the results by selecting specific Venues, Suppliers, Venue Groups, Affiliations, and/or Ownership Groups.
Additional Data in CSV Version:
When you export the report to CSV, additional data will be included. In addition to the usual client, booking, and venue information, you will also see the following details:
- Venue or Supplier Group
- Brand Name
- Ownership Name
- Estimated Enquiry Value
- Account Manager
- Released/Lost Reason
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