The Bookings Per Supplier OR Services Report details the list of Confirmed supplier services during a specified time period.
To access & generate the Report,
- Go to the Dashboard,
- Click the drop-down on the Reports icon
- Select Suppliers
- Select the Bookings Per Supplier or Services Report
*If you can't access these options, check that you have the correct user permissions to access these reports with your In-House Administrators*
The Run Bookings Per Supplier OR Services will appear as follows:
1. Select the language you want to run the report in
2. Select the Report Settings and Report Footer, if applicable (alternatively use the Default option)
3. Select the Company that you would like to run the report for
4. Under Date Selection, specify the period that you want to run the report for
5. Under Supplier/Service Filters, select the Service Type eg. Accommodation only for Bed Nights
6. Select the Location that you would like to run the report for
7. Select the Supplier/s and the Supplier Type
8. Under Client/Users Filters, if you would like to include certain clients and/or users only, then right-
click to unselect and then manually select the suppliers. Alternatively, right-click & Select All
9. Under Status Filters, select the Service and Booking States
10. Under the Group Report, you have the options to group by either Consultant, Client, Supplier,
Service or Supplier Type
11. Click View to run the report leaving the Run Report screen open or OK to run the report and close the
Run Report screen:
The Service Bookings Per Supplier Report includes the following data:
- The Supplier name
- The Client Name
- The Quotation Group Name
- The Service Start Date
- The Service End Date
- The Service Name
As well as:
- Service Notes (these are notes added by the user)
- The Supplier and Service Type
- The Service Status (Important -captured in Reservation tab)
- Number of Nights
- The Quotation Reference
- The Supplier's Reservation/Confirmation Number
- Quantity or number of Services (i.e. rooms or units)
- Number of Pax
- Service Currency
- Total Service Nett Cost
- Total Bed Nights
To make effective use of this report, export it to Excel and edit, sort, filter and format as you need to:
