Custom reports filter options

Modified on Wed, 29 May, 2024 at 11:22 AM

These are the available filter options in filter tab of Custom report: 


Consumption date: for units this is stay dates, for products and services it is the date the product or service was added to.

No-Show: if reservation is no-show or not.

Late-cancel: if reservation is cancelled late or not.

No unit: if the selected item is a room reservation or something else (for example an extra).

Arrival: filter on the arrival date of the unit, result will include housing and any extras added to the specified unit.

Departure: filter on the departure date of the unit, result will include housing and any extras added to the specified unit. 

Unit: the unit booked.

Unit category: the unit category booked.

Unit type: filters on different unit types, for example room, activty room, bed etc.

Unit status: filters on the unit status, for example checked-in, booked or cancelled. Will only select the units that has the specified status.

Unit employee: the employee that added the unit to the reservation. 

Unit category tag: searches for the specified unit category tag.

Unit tag: searches for the specified unit tag.

Reservation reference: the booking number.

Reservation external reference: the external booking number.

Reservation channel: the booking channel of the reservation.

Target group: the target group of the reservation.

Travel Agency: travel agency name.

Workflow phase: searches for the specified workflow phase.

Event participant count: number of participants of an event.

Reservation date: the creation date of a reservation.

Reservation change date: the date of last modification av the reservation.

Reservation cancellation date: the cancellation date of a reservation.

Reservation status: filters on the reservation status, for example: confirmed, preliminary or cancelled.

Reservation type: filters on the two types, Unit (normal reservation), Smart (reservation booked with loyalty code).

Company name: the company name of the reservation contact.

Invoice company name: the company name of the reservation invoice contact.

Contact name: the first name and last name of the reservation contact.

Contact country code: the country code for the country selected of the reservation contact.

Invoice contact name: the first name and last name of the reservation invoice contact.

Employee: employee that created the reservation.

Seller: employee selected as seller in the reservation.

Event Responsible: employee selected as event responsible in the reservation.

Any unit status in reservation by: filters on the unit status, for example checked-in, booked or cancelled. Will select all items in a reservation where at least one units that has the specified status. 

Any payment in reservation by: filters on the payment method. Will select all items in a reservation where at least one payment was made on the specified date.

Any payment date: filters on the payment date. Will select all items in a reservation where at least one payment was made on the specified date.

Guest name: the first name and last name of the guest.

Activity guest count: number of guests added to the activity rooms.

Any offer of a unit in reservation: filters on the offer code. Will select all items in a reservation where at least one units the specified offer code.

Offer:  filters on the offer code. Will select only the extras or units that is linked to the specified offer code.

Rate option: rate option of the unit.

Service: a service added to the reservation.

Service account: services and units linked to a specified account number.

Product: a extra added to the reservation. 


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