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Sales Manager Summary (REP_SMGR_SUMMARY.REP with REP_SMGR_SUMMARY.FMX)
This report prints a summary of sales manager production statistics including room nights, revenue, and average rate, broken out by booking statuses.
Note: When printing this Report help topic, we recommend printing with Landscape page orientation.
Note: This report requires that the user be granted the BLOCK PRINT permission in the selected property to run the report. Also, the Property LOV in this report is further limited by the properties to which the user has the appropriate access granted.
Property. Available in multi-property environments. Select the down arrow to choose the property for which the report should be printed. The default is your log in property.
Arrival Period Begin/End Date. The stay date range that should be covered in this report. Even if the arrival begin date is 01.January 2004 and the arrival end date is 31 December 2004, if a booking exists that arrives on the 27 December 2003 and stays until the 15 January 2004, those room nights and revenues that pertain to the stay dates of this booking in January 2004 (01 to 15) will be included in this report (even though the arrival date of the booking is NOT between the arrival begin date and the arrival end date specified).
Production Period Begin/End Date. Defines the date range for which booking changes should be recorded. Each change that is done to a booking status, or booking room nights and revenue, is recorded in a specific production change log. The Production Date Range filter will scan the entries in this production change log to search for any booking changes that fall under the other criteria that have been selected on the filter form. By the nature of this date range filter, only dates in the past are valid entries, because there cannot be any entries in the booking change log after the current business date.
Status 1- 5. Allows a selection of up to five different status columns to print onto the report. The statuses selected here refer to the last status for a booking in the production period. If a booking turned DEF and ACT in the selected production date range, it will on this report ONLY be reported in the ACT column, not in both DEF and ACT.
Previous Status? If the booking went through a change of status in the production period being reported, select this check box to report on the previous status as well as the last status recorded for the production period.
Net Status - 1/Net Status - 2. Use these fields if you wish to report on net activity per report category (Room Nights, Revenue, Average Rate) based on the statuses selected in the Status fields (e.g., you might wish to see the net room nights for TEN bookings MINUS room nights for DEF bookings).
Group By. This report can be grouped by Sales Manager, Main Market Code, or Market Segment.
Group Filter. Depending on your selection for Group By, you may select one or more individual sales managers, market codes, or market segments to report on.
Business Block Origin. Select the down arrow to choose one or more of the following (available values depend on the active modules and licenses):
Preview. Use the preview option to view the generated output of this report in PDF format.
Print. Use the Print button to print the report to the selected output.
File. Prints the generated report output to an *.rtf file.
Close. Closes this report screen.
Following is sample report output.
