How to create Reservation Report

Local Booking Manager can generate various reports with which you can monitor what is going on with your charter fleet. One of such reports you can generate is the Reservation report. This report is very useful for monitoring your Reservations

To create Reservation report go to >Work>Reservations

After that your latest reservations and options will appear on the screen, and on the left side you will see filters:

Year- Choose for which year you want to create the Report
Status-Choose between- All, Reservations and Options, All and Cancelled, Reservation, Option, Option expired, Service, Cancelled, Owner Week, Offer, Custom, Option on waiting, Regatta
Filter by- Reservation no., Check in, Yacht name, Model name, Agency/Client, Base of departure, Charter Type, Contract no, Guest name, ID Agency/Client, Id Crew Member, Skipper, Confirmed before De, Invoice number, Global ID, Check out, Active Office, Payment overdue, Confirmation date, Check-in month, Check out month, Creation date, Option, Discount, Invoice and payment ID, Commission invoice received, Commission invoice not received, Commission invoice number, Base of arrival, Confirmed after date, Tag, Yacht owner, Yacht owner's company, Option expired on, Country of departure, Contact info, Payment invoice ID, created on Portal
Filter-Enter data according to previous filter
Select Reports

In this example I want to see Report for all the reservations and options in 2021 for the boat Sea Star

After you've selected Reports, choose how to export it

In this example Export Excell is selected

Choose where to store it on your computer
Select a name for the file
Select Save

Exported report example

Which data can be seen in Reservations Report

Complete list of all columns in Reservations Report:

RESERVATION_ID	RESERVATION_DB_ID	EXTRAS_PAYABLE_IN_BASE_NO_VAT
YACHT	RESERVATION_DURATION_DAYS	EXTRAS_PAYABLE_ON_INVOICE
BASE	CREATION_DATE	EXTRAS_PAYABLE_ON_INVOICE_NO_VAT
CHECKIN	CONFIRMATION_DATE	TOTAL_TO_SHARE_WITH_OWNER
CHECKOUT	CLIENT_COUNTRY	OWNER_BANK_COST
CLIENT	BOAT_MODEL	DISCOUNTS_OTHER
GUEST	TRANSACTION_COSTS	OWNER_PART_NO_VAT
PRICE	ACTIVE_OFFICE	APA
PAID	EXTRAS	EXTRAS_OTHER
DEBT	EXTRAS_PAYABLE_IN_BASE	EXTRAS_TOTAL
INVOICE_ID	REMARK	RESOURCE_ID
PRICE_GROSS	INTERNAL_REMARK	TOTAL_TO_SHARE_WITH_OWNER_NO_VAT
DISCOUNTS	STATUS	TOTAL_TO_SHARE_WITH_OWNER_VAT
DISCOUNT_AGENCY	EMBARKATION_WEEKNUM	TOTAL_FINAL_PRICE
VAT_DISCOUNT_AGENCY	MONTH_OF_EMBARKATION	TAXABLE_PRICE
PRICE_NO_VAT	BASE_PRICE	TAX_RATE_VALUE
VAT	RESERVATION_DURATION_WEEKS	TAXABLE_AND_TAX_VALUE
VAT_PERC	CONFIRMATION_WEEKNUM	CHARTER_PART_NO_VAT
OWNER_PART	CONFIRMATION_MONTH	COUNTRY_FROM
CHARTER_PART	CONFIRMATION_YEAR	REGION_FROM
PRICE_BEFORE_COMMISSION	SKIPPER	DISCOUNTS_PERCENTAGE
CHARTER_REST	CURRENCY	EXPIRATIONDATE
CHECKINDATE	ALT_CURRENCY	BASE_FROM_TO
CHECKOUTDATE	ALT_EXCHANGE_RATE	AGENCY_AND_GUEST
	EXTRAS_NO_VAT	BASE_TO
		YACHT_NAME

*Extras other - the reservation list report (excel export) has space (columns) for 20 different extras. If bookings selected in this report have more than 20 different extras all additional ones are grouped in the “extras_other” column.
This works the same for discounts in this report with a limit of 10.

Extras are sorted by total amount paid
The 10 extras listed on report are sorted from most expensive to least expensive, followed by the "Extras other" column, and then there are 13 more columns, followed by the remaining 10 more extras (which are also not included in Extras other).

If there are more than 20 extras, they will go into the "Extras other" column.

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How to create Reservation Report