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Managers efficiency — detailed report

Last update: 17.06.2024

The report allows assessing managers’ actions on creating bookings and confirming payments.

The "Managers Efficiency" report belongs to statistical reports. Data in the report is updated once per 24 hours, at 5 am.

The purpose of the report is to display what users created bookings and confirmed payments in the system.

This report has filters that make it easier to search for specific information.

To set the report to your liking, select either “By booking date”, “By check-in date”, or “By check-out date” for the “Generate” filter. Then, select any period of time by picking dates in the calendars on the left.

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By using additional filters, you can check the performance of each manager separately by ticking his/her username. For example, for the “Created by” and “Payment made” filters, select the user you need in the drop-down lists. The report will display all the bookings created by the selected user and the bookings for which he/she confirmed the payments.

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The “Reservations” filter allows dividing all the bookings into fully paid for and not fully paid for.

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The report contains the following data:

  • Booking number

  • Booking date

  • Check-in/Departure date

  • Created by (which user created the booking)

  • Payment date

  • Payment made by (which user confirmed the payment)

  • Cost (total amount of the booking)

  • Current balance (current balance of the booking)

  • Source (what point of sale was the booking made on, for example, Channel Manager)

You can download the report on the desktop by clicking on the “Export to XLS” button.


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