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.
Header
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'
Columns
Group By
Order By
The report will now appear in the Report Wizard (Reports > Report Wizard) as well as the Custom Reports (Reports > Custom Reports).
