Used for:

Viewing all events and their functions arriving within a date range. This report allows you to filter by function room, unlike the ‘Events Report’ to pull a list of events per room.

Information Returned:

Event Start Date, Event Name, Event Status, Event Readerboard, Contact Name (Client), Coordinator, Function Start Date and Time, Function End Date and Time, Function Name, Function Delegate Numbers, Function Room, Layout, Rate Plan Cost

Actual or forecast?

Actual and Forecast

Tax calculation:

Gross

Export to CSV?

Cannot export to CSV

Used for:

Viewing when events are taking place for specific companies or agents, their pre-booked revenue, incidental revenue and total revenue. This can be used with ‘no company’ selected to see the same figures for events without a company or agent profile attached. Often used when reviewing prices, monitoring company production and tracking what events Companies have booked in.

Information Returned:

Company Reference, Agent Reference, Event Reference, Arrival Date, Departure Date, Event Status, Function Rooms, Function Delegates, Rate Plan, Pre-Booked Revenue, Incidental Revenue, Total Revenue, Lead Time (days), Bedroom Reservation Reference

Actual or forecast?

Actual and Forecast

Tax calculation:

Gross

Export to CSV?

Export to CSV with new fields: Company Name, Agent Name, Created Date, Revenue per Revenue Type, Contact Title/ Forename/ Surname/ Profile Reference

Used for:

Viewing the basic details of the functions happening each day, where and when they are. This does not show the Event name or notes, but does show the function notes.

Information Returned:

Function Date, Function Start and End Time, Function Name, Layout, Function Status, Contact Name (client), Coordinator, Rate

Actual or forecast?

Actual and Forecast

Tax calculation:

Gross

Export to CSV?

Cannot export to CSV

Used for:

Viewing detailed information about each event and function happening each day. Shows all notes and resources, so can be used as a basic function sheet.

Information Returned:

Event Name, Room, Booking Status, Function Type, Function Start and End Time, Event and Function Reference Numbers, Room Hire Amount, Delegates, Event Notes, Function Notes, Menu Name, Menu Serve From/To Time, Menu Price, Menu Quantities, Menu Items and Quantities, Menu Notes, Misc Resource Name and Quantities, Misc Resource Notes, Company Name (Not Ledger)

Actual or forecast?

Actual and Forecast

Tax calculation:

Gross

Export to CSV?

Cannot export to CSV

Used for:

A basic overview of Events and Functions in date or Event name order. Normally used as a front cover sheet for the Event Sheets as an overview of the week. Only days with an Event booked will show on this report.

Information Returned:

Event Reference, Event Name, Date From/To, Function Room, Function Name, Coordinator, Delegates/Actual Delegates, Start Time, End Time, Status

Actual or forecast?

Actual and Forecast

Tax calculation:

N/A

Export to CSV?

Cannot export to CSV

Used for:

Viewing what signage is needed for Events between a date range. This information is pulled from the function readerboard and not the event readerboard field.

The Results will provide all functions within your chosen date range

Information Returned:

Function Day and Date, Function Start Time, Function End Time, Function Readerboard, Function Room Name and ID

Actual or forecast?

Actual and Forecast

Tax calculation:

N/A

Export to CSV?

Cannot export to CSV

Used for:

Viewing a room by room list of resource items required. It is commonly used by staff to set up rooms ready for an event and to look ahead to see if there are any external items that need to be ordered in advance. This can also be used to cross charge beverages through an EPOS system for stock taking purposes or looking at package allocation.

Information Returned:

Event Name and Reference Number, Contact Surname, Function Room, Function Date, Function Start and End Time, Misc Resource, Misc Resource Quantities and Price, Misc Resource Notes (If Include Notes has been selected in filters)

Actual or forecast?

Actual and Forecast

Tax calculation:

Gross

Export to CSV?

Cannot export to CSV

Used for:

Viewing the total revenue generated per room for a date range given. As this report pulls a lot of data, six months can be generated at a time as a maximum. This shows only checked out revenue- if the status of the booking is still resident, then it will not show.

Information Returned:

Function Room, Unallocated functions, Total, Average value per Function. Depending on how it is sorted by, these fields will show: Revenue Type, Analysis Group, Analysis Code, Market Segment, Media Source Code, Event Type.

Actual or forecast?

Actual and Forecast

Tax calculation:

Gross

Export to CSV?

Can only be exported to CSV or Email

Used for:

Viewing the number of functions sold in a room per day, or the occupancy percentage. Please note that if you have selected Occupancy (%) as a filter by option that this is based on the length of time the room is in use for and sellable hours for a room.

E.g. If you have stated in the Function Room set up that the sellable hours for a room is 12 and you sell it for 6hrs then the occupancy will be 50% even if you are maximising the occupancy of the room. As this report pulls a lot of data, six months can be generated at a time as a maximum.

Information Returned:

Function Room, Unallocated functions, Total, Day of Week, Date, Value (Functions Sold or Occupancy)

Actual or forecast?

Actual and Forecast

Tax calculation:

N/A

Export to CSV?

Can only be exported to CSV or Email