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Generating and Printing an FSI New Bookings Report


Perform the steps in the following procedure to generate and print an FSI New Bookings report.

This task is a step in Process of Generating Hospitality Reports.

To generate and print an FSI New Bookings report

  1. Navigate to the Quotes screen > List view.
  2. Query for a quote and drill down on the value in the Name field.
  3. Scroll down from the Functions list and click the Function Space view tab.
  4. From the toolbar, click the Reports button.
  5. In the Select a Report menu, click FSI New Bookings Report.

    The following table describes some of the fields in the New Booking Report Parameters dialog box.

    Field
    Comments

    New Bookings

    When it is selected, this check box indicates that a New Bookings report is generated.

    Status Change

    When it is selected, this check box to generate a Status Change report.

    Date

    The date on which the quote was created.

    Arrival Date

    The arrival date entered for the quotes.

    FS Availability

    Function space availability—select one of the options from Total, Partial, or None.

    SR Availability

    Sleeping room availability—select one of the options from Total, Partial, or None.

    Sales Manager

    The sales manager with whom the quote should be associated.

    Event Manager

    The event manager with whom the quote should be associated.

    Property

    The name of the property for which the report is being generated.

    Business Type

    The type of business opportunity.

    Status

    The status of the quote.

    Status Changed By

    Employee login to identify the person who changed the quote.

    CRS Code

    The Central Reservations Code for the property. Enter this or the property name to specify a property for the report.

    Sort by 1

    The first parameter that users can enter to sort the report results.

    Sort by 2

    The second parameter that users can enter to sort the report results.

    Sort by 3

    The third parameter that users can enter to sort the report results.

  6. In the New Booking Report Parameters dialog box, perform the following steps:
    1. Select either or both of the New Bookings and Status Change check boxes.
    2. Choose some parameters from the Report, Availability, Manager, and Quote Parameters sections to filter the information as you require.
    3. In the Sort Parameters section, select a maximum of three parameters that will be used to sort the report results.
    4. Click Finish.

      The FSI New Bookings report is generated in a Siebel Report Viewer window.

  7. Click the Print Setup button to display a standard Windows print dialog box.
  8. Choose appropriate printer settings, and then click OK.
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