What type of Reports are included?

Updated September 03, 2024 15:31

The system offers several different reporting options:

Orders: This will show a complete list of all bookings in the system by activity/rental date.
Payments: This report will show all payments made in the system based on the given time frame. Report date parameters are based on transaction date.
Sales: This will report on all sales from bookings, add-ons, and additional charges. Sales will be based on the date that the activity occurred.
Tours/Activities: This is a utilization report that will show each tour/activity that is offered, and how many tickets offered per tour and how many sold.
Summary: Report that shows the sales totals of each item including additional charges, add-ons. The report includes tax and payments information, too. Date parameters will be based on activity date.
Reviews/Rating: This report will show details about customers that reviewed and rated their activity or rental using the Review Text.
Commissions: This report will show all commissions earned by users in the system. Commissions can be set on the report through the settings icon.
Discount Code Usage: This report will show you a list of all discount codes and how many times they have been used on orders.
Authorizations: This report will show active credit card authorizations in the system. These are damage deposit authorizations that have not been released or charged.
Gratuities: This report will show you gratuities earned on orders by date.
Damages: This report will show you a list of damages reported on your rentals when using the Fleet Management feature.
Manifest: This report can be used to know what bookings will be starting (check in ) or ending (check out) on a given date(s). Great for deliveries, pickup, and preparing for rentals/activities.

Report Parameters:

Dates: You can run the report with a series of dates such as This Month or This Week, or choose Other to customize your date parameters. Enter the custom dates in the Start Date and End Date Fields.