Custom reports by unit

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belmont
Posts: 3
Joined: Sat Apr 27, 2019 11:33 am

I wish to create a financial report by unit. I have 8 units and need to see the financials for each unit. All I need is total number of nights let and total income within any time frame I choose. I cannot find a standard report that does this. Any ideas of one or how to set up a custom report showing this information?
lesleywoermeijer
Posts: 298
Joined: Wed Dec 28, 2016 2:20 pm

You can create a Custom report to show the information you require.

The Standard reports are by Room, they do not show the information at a unit level.

Set the dates you want to check the details from, then select the columns from the 'Available Columns' list.

You can then use the Layout details/order to show the data in the format required.
belmont
Posts: 3
Joined: Sat Apr 27, 2019 11:33 am

Thank you for this but I just keep getting a blank report. Available I have chosen Units, Room, Last night, First Night,Nights, Invoice Value. I have obviously missed something out as generating no data. Can anyone tell me what I should have chosen? All I need to see is how much revenue each room generates. My system is set up as room types ie standard double (has 6 rooms under this category), superior rooms (6 rooms under this category) and so on. I would really like to identify those rooms that are generating the most (and least) revenue. I know what they are but want the figures without having to manually add up across 12 months.
Ideally report should show for example Room 1..Revenue £ over my chosen time period. Room 2...Revenue £ over my chosen time period etc etc.
lesleywoermeijer
Posts: 298
Joined: Wed Dec 28, 2016 2:20 pm

In the Custom Reports, you can select the date range, then select the columns, Property, Room, Unit and the values you want to see from the bookings,

for example :-

1st Invoice Charge value
Price
Commission
Price less commission

Then you can order by the Property, room, unit etc.

There are also a number of Layouts that you can use to format the data.
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