Corporate Related Reports

The following article reviews the reports that are available in the Corporate Module.

ProForma Invoice (for selected)

  • Open the Corporate Module (Operations > Corporate)
  • Click on the desired Corporate Account  
  • Click Reports at the top left
  • Choose Proforma Invoice (for selected)
  • Choose the Date (the On Date is the date from which the report will forecast from)
ProForma Invoice (for selected)

This report produces a list of upcoming reservations for a selected Corporate Account.

ProForma Invoice (for all)

  • Open the Corporate Module (Operations > Corporate)
  • Click Reports at the top left
  • Choose Proforma Invoice (for all)
  • Choose the Date (the On Date is the date from which the report will forecast from)

This selection will go through all of the Corporate Accounts and prints a ProForma Invoice for each eligible Corporate Account. The invoice will look exactly like the one above. One invoice will be printed per Corporate Account (there is no preview for this report, it is sent directly to the printer)

ProForma Invoice (for all)

Corporate Activity (for all)

  • Open the Corporate Module (Operations > Corporate)
  • Click Reports at the top left
  • Choose Corporate Activity (for all)
  • Choose the Date (the On Date is the date from which the report will forecast from)

This report produces a list of upcoming, in-house, cancelled and checked out reservations for all of your Corporate Accounts based on the date range selected.

Corporate Activity

This report produces a list of upcoming, in-house, cancelled and checked out reservations for a specific Corporate Account based on the date range selected.

Corporate Reservations

This report is located in the Reports menu, and can be found by going to Reports > Reservations > Corporate Reservations. This report produces a list of reservations for a selected date range (maximum 31 days) of all Corporate Reservations.

Corporate Reservations

Corporate Volume

This report is located in the Reports menu, and can be found by going to Reports > Statistics > Corporate Volume. It provides a detailed view of corporate bookings during a selected date range (maximum date range of 31 days). The Corporate Volume Report also shows how many room nights a Corporate Account has booked during a given time period as well as the average rate that it produces.

Corporate Volume

NOTE: Prior to selecting OK to view this report, there is an option to check the “Export to CSV” box in order to save this report as a CSV file, which can then be opened in Excel.

Corporate Statistics by Date Range

This report is under the Reports menu and can be found by going to Reports > Statistics > Corporate Statistics By Date Range. This report allows you to view all of your Corporate Accounts based on the revenue that they produced for a specific date range.

For more information on the options for running this report, please see the article titled Running Corporate Statistics Report.

When closing this report you will be given the option to save it as a CSV file which can be opened in Excel.

Corporate Statistics Comparison

This report is under the Reports menu and can be found by going to Reports > Statistics > Corporate Statistics Comparison. This report allows you to view all of your Corporate Accounts based on the revenue that they produced. You have an option to show all records or select a specific number (ie: to view your top 10 you would change this number to 10) as well as to sort the Corporate Accounts from Highest to Lowest producing or from Lowest to Highest.

Corporate Statistics Comparison

NOTE: This report does not produce forecast numbers.

When closing this report you will be given the option to save it as a CSV file which can be opened in Excel.