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Booking Financials Report

The Booking Financials Report provides a detailed breakdown of predicted revenue for Bookings within a specified date range. It allows you to analyze revenue by category, filter what’s included, and export the data for reporting.

Updated over a week ago

What the Report Includes

The report shows revenue by item, along with overall totals at the bottom. Revenue is broken down into:

  • Guest Room Revenue

    • Can be filtered by Blocked or Pickup

  • Catering Revenue Categories

    • Food, Beverage, AV, Room Rental, and more

  • Optional Inclusions/Exclusions

    • Menu Items

    • Guestrooms

    • Taxes

    • Payments

By checking or unchecking these boxes, you can control which revenue types are displayed in the report.


How to Run the Report

  1. Go to Reports in the side navigation

  2. Select Booking Financials Report

  3. Apply filters as needed

  4. Adjust report settings by checking/unchecking revenue categories

  5. Export the report as CSV or HTML


Important Considerations

  • One Guest Room Source at a Time
    The report can only display Blocked or Pickup revenue in a single run. To compare both, you’ll need to run the report twice.

  • Multi-Quarter Bookings
    If a multi-day Booking spans multiple quarters, the report will place all financials in the quarter that contains the Booking’s date range. It will not automatically split the revenue between quarters.

    • To capture accurate quarterly data, adjust the Booking dates so they fit within the reporting period.

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