Advanced report settings

When setting the time frame for your report, you can either choose a dynamic date range (such as yesterday, last year, next month), or set a custom date range.

After selecting your dates, choose whether you want to generate data based on availability dates or booking dates.

• Availability date: Pulls data for all availabilities occurring within the specified date range

• Last booked date: Pulls data for all bookings that were created or rebooked within the specified date range

• Booking created date: Pulls data for all bookings that were originally created within the specified date range

• Check-in date: Pulls data for all bookings that were last checked in with the specified date range

• Cancellation date: Pulls data for all bookings that were originally created within the specified date range

If you make bookings for partner companies, you can choose whether to show bookings made for your company, your partner companies, or both.

Notes

• Quarters divide the year into three-month periods, starting in January. For example, the first quarter of the year consists of January, February, and March.
• “To-date” reports generate data for the selected date range up to the current date. For example, This Year-to-date will pull this year’s data up to the current date. Last Year-to-date will pull the same date range for the previous year.
• When using weekly options (This Week, Last Week-to-date, etc.), weeks begin on Sunday.

Filters can be used to narrow down the data in your report. Filter options will vary depending on which type of report you’re generating. For example, if you’re working with a Bookings report, you can filter by booking data such as Paid Status or Booking Source.

Some reports have more than one filter type (for example, on a Customers report, you can add filters related to both customers and bookings).

To add a filter:

1. Choose which type of filter you want to add (if applicable).

   

2. Click Add filter.
3. Choose what to filter by (for example, Customer Type).

4. Choose one or more values to filter by (for example, choose which specific customer types to include in your report).

   

   Note: When multiple values are selected for a filter, a booking only has to qualify for one of the values in order to qualify for the filter.

5. Click Save.

You can add as many filters as you’d like when creating an Advanced report. A booking will only be included in a report if it qualifies for all added filters, and will not be included in the report otherwise.

Grouping allows you to organize your data in different ways. For example, if you want to summarize a Customers report by item and then by customer type, you’d select Item, then Customer Type.

The generated report will look like this:

You can add as many groupings as you’d like, and use the icon to change the order of your groups. The first group in the list will be the first column on the report.

Grouping by dates or times

Depending on what type of report you’re running, you can group your reports by:

• Booking creation time
• Availability start time
• Payment creation time (Sales reports only)
• Expense/Discount creation time (Expenses and Discounts reports only)

This is helpful for comparing your data by hour, date, week, month, or year. You can even group by day of the week to track, for example, which days see the greatest number of bookings.

Notes

• Bookings created at 3:15, 3:30, and 3:45pm will all have a Booking Hour of 3pm. This same concept applies to Availability Hour, Payment Hour, and Expense/Discount Hour groupings.

• Reports will always use the timezone set on your company’s Dashboard. This means if your company is based in California (PST) and you have employees accessing your Dashboard from Florida, your Florida employees will see times in PST when viewing reports. This ensures that reports will always match no matter where they are generated from.

Grouping by Voucher

You can also group your booking and sales reports by voucher in order to understand how much money you have earned, how many bookings you have received and created with the FareHarbor Distribution Network (FHDN) before invoicing.

To group your reports by voucher, in the Advanced report settings, select Voucher in the Group by options. It is also useful to include Affiliate as a grouping option:

The resulting report will be grouped by voucher and affiliate:

Choose which information you want to include in your report by adding or removing columns.

Summary vs. detailed reports

Determine whether you want to generate a summary or detailed report:

• Summary report: View a summary of information, such as booking totals for the month of December, or how many times a custom field was used in the past quarter. If you’ve added groupings, you can also drill into the details of a summary report by clicking the icon.

• Detailed report: View detailed data for individual bookings, customer types, custom fields, and line items.

Adding or removing columns

To add a column to your report, choose from the list or use the Find columns search box. Check the box next to a column name to add it. To remove a column, simply uncheck the box.

To quickly select or de-select all columns, click all or none. The default option will restore the default columns for that report.

Summary reports: When working with summary reports, you can specify which columns will be shown based on whether you’re looking at the summary or detailed view. To choose which columns are shown in the summary view, choose Summary. To choose which columns are shown in the detailed view, choose Detail.

Notes

• The columns shown in this section are based on the type of report you’ve selected. For example, if you’ve chosen a Bookings report, you can add columns related to bookings, but not custom fields. If needed, you can switch to another report type while maintaining most of your settings.
• To change the order of columns in your report, we recommend downloading the report (click the icon in the toolbar) and opening in a program like Excel.
• For an overview of Advanced report columns and what information they provide, see the Important Terms page.