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Report Example 2: Reservations By Clerk

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The following article provides an example of how to create a report using the Report Wizard.

Report

The Reservations By Clerk report allows tracking of the number of bookings made by each user in the PMS.  This report can be used to track productivity of individuals, or perhaps a sales incentive being offered to staff.

Report
Header

Fields

Fields

Filter

Filter is based on Reservation Date and omits CANCELLED and NO SHOW reservations.

RESERVATIONS. [RESERVATION DATE] >= '{D|DATE FROM:} ' AND RESERVATIONS. [RESERVATION DATE] <= '{D|DATE TO:} ' AND RESERVATIONS. [STATUS] <> 'CANCELLED' AND RESERVATIONS. [STATUS] <> 'NOSHOW'

Filter

Columns

Columns

Group By

Group By

Order By

Order By

The report will now appear in the Report Wizard (Reports > Report Wizard) as well as the Custom Reports (Reports > Custom Reports).

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