Enhanced Reporting is an improvement on the Hostfully reporting feature, aiming to shape up one of the core task of Vacation Rental Managers' (VRMs) operation with below goals:
Offer standard default reports that can be used instantly with a couple clicks
Allow VRMs to customize default reports by deciding which columns to include or exclude.
Provide transparency into the default calculations used in report fields.
Allow VRMs to change the default calculations to better fit their business needs.
Allow reporting templates to easily be shared across customers
begin - 1:45: introduction of the feature
1:45 - 2:45: navigation to main reports
2:45 - 7:45: general report actions - Run
7:45 - end : general report actions - Customize
Table of contents:
A - Navigation
Under your Agency dropdown, go to Enhanced Reporting. There are 5 categories, and each includes default template(s) and custom template(s) if any.
Booking Reports: booking details as a whole, based on checkin date.
Revenue Reports: monthly perspective, where earning is split into month(s).
Fee Reports: focus on booking's tax/fee only
Transaction Reports: records of booking's transactional details
Logistics Reports: operational details on upcoming checkins / checkouts
(Booking Report - Default or Custom, from 1st category above)
Owner Adjustment: expense to offset with property owners
Owner Report: the payout to the owner. (bookings minus adjustments)
For every report, you will have the option to:
Run the report
Generated reports (once 100% processed) will be listed below, in HTML | PDF | CSV formats.
Schedule the report
Scheduled report will be shared to the owner portal (in cases there's a single owner specified in a report).
View the report's schedule
You can also Edit or Delete the scheduled report as below:
(Delete the custom report if any)
The report is scheduled to be run at midnight on the date scheduled, relative to the VRM's timezone. However reports are queued for execution to avoid overloading the server, so the actual time the report is run will depend on where it ends up in the queue.
When subscribing and sharing reports with owners, the VRM must select an owner in the filter FIRST and then they have the option to share with that owner. This is to make sure that the reports are shared with the correct owners and not accidentally with the incorrect owner.
B - Customize the report template
Before you start to customize the report, take a look through our list of report templates here. You can import report templates with a single click. One may be exactly what you are looking for or be very close and only require minor modifications.
From the main Enhanced Reporting UI, click on any template Customize button to get to the next screen.
On the top section, you can
Rename the template
Set Filters of Owners | Properties | Tags, and get to the below screen
Set Descriptions for the report:
Then, moving to the next section, which represents the columns in your report. Here you can:
Drag and drop the existing column(s) to re-arrange or remove
Drag and drop items from the Field Catalog (Field Glossary for reference) below to add to current columns
Once finished, you can hit the Save button on the top row to save the template, and will be redirected to the main Enhanced Reporting UI. The Custom Template will now be available choose from, beneath the Default Template(s).
C - Customize the calculation / formulas
From the Customize screen above in B, you can click on each column, or each Field Catalog (Field Glossary for reference) item and see the field specification as below:
Column Heading: displayed name in the report
Sort Priority: either none, or there are 3 levels (1 | 2 | 3).
For example you want to sort first by Property (as 1), then by Check in Date (as 2), and lastly by Source (as 3) of the booking.
Field Name (unique for back-end reference, and not editable)
Condition: (if any) to make the formula valid
Default: (if any) a fallback value in case condition is not met
Formula: show the calculations for this field / column
You can also drag and drop fields from catalog into this formula space
Formatter: how the field / column is formatted
Total Column: (numeric fields only) whether to include on the total footer of the report
You can then adjust each field / column's specifications as you want. Once modified, there will be an * next to the Field Specification* text.
You can also choose to restore a modified field with the Restore button.
D - Owner Reports.
The owner report contains 3 reports::
Booking report (1) for bookings that occurred during the rental period
Owner adjustment report (2) which contains adjustments to the amount of payout such as expenses incurred by the property manager that should be excluded from the payout
Summary report (3) of specific total columns from reports 1 & 2
If you want to modify the booking report, create a custom booking report and save.
Then, customize the owner report and select the custom booking report as a “sub report” (see the “Select Sub reports” button when customizing an owner report), and make sure to include the appropriate fields in the owner report.
E - Sharing Reports with Owners.
In order to share owner reports created with property owners through the Owner Portal and Email, the owner report must be constrained to a single owner. This is to prevent the VRM from sending the wrong report to the wrong owner. In other words, if the report has more than one owner, Share button will be disabled.
To make the Share button works, you can choose customize > Set Filters > select Owner > Save.
Once done, go back to the main report page, run the report, and you'll see the Share button active in Recent Reports.
You can send in either PDF, HTML or CSV, or all of them. Clicking Share will do 2 things: publish the report to the Owner Portal (under Statements) and send the report to the owner's email (you can send it to multiple emails by inputting multiple email addresses separated by commas, the owner's email is there by default).
The report will then appear in the Owner's portal and email inbox:
1. What does the NaN value mean in my generated report?
If your report comes with NaN (not a number) values, it means the calculation for that field doesn't work, and you can review the formula there to make sure it's correct. (no extra character, no typo, right equation, accurate item, ...)