Related article: Enhanced Reporting

Table of content:

A - How to extract a Custom Fee

B - How to include a Custom Field from Guest Pre-arrival Form

C - How are multiple currencies handled

D - Extract all fees into columns

A - How to extract a Custom Fee

To extract a custom fee, you must know the name of the fee you want to extract. You can run a “Fee” report and note the values in the Fee Name column. You will use the Fee Name to indicate what fee you want to extract.

Let’s say the Custom Fee you want to extract is called “Paris Occupancy Tax”. To do this you would create a Formula with a name like: “PARIS_OCCUPANCY_TAX”. Drag the “Custom Fee” field from the Fees section of the Field Catalog and drop it into the formula. The formula should now look like this:

{CUSTOM_FEE}

Edit the formula, adding a parameter “Paris Occupancy Tax”. It should now look like this:

{CUSTOM_FEE("Paris Occupancy Tax")}

This formula can now be output as a column in your report or can be included in other formulas. Make sure to Save the report before leaving.

The added Custom Fee will then show up in your report:

B - How to include a Custom Field from Guest Pre-arrival Form

NOTE: the following has not yet been implemented in the UI

To include a custom field, drag the “Custom Field” from the Guest section of the field catalog and drop it into the report. Next, select the custom field by clicking it in the column header. In the “Field Specification”, Click the Edit button to edit the field. There will be a “Variable” drop down menu that shows all the custom variables defined by this agency. Select the desired custom field, update the column header, and Save.


C - How are multiple currencies handled

In some cases, a report will include multiple currencies, and when both currencies use the same symbol (i.e. “$” for USD and AUD) it can be hard to tell what currency applies. In such cases, include the “Currency Code” field from the field catalog as a column in the report.

Then the currency will be displayed for each line. The currency symbol will also be displayed in the “Totals” footer.

In the Totals footer, there will be one “total” row for each currency used in the report, and the total will be labeled with the currency symbol (if Currency Symbol is a column in the report).


D - Extract all fees into columns

Regarding extracting all fees as columns, using the Fee report and outputting to CSV, you can then import the CSV into a spreadsheet.




And then create a pivot table that will give you what you want: each row will be an order, and there will be a separate column for each custom fee with the sum of the charges of that fee type per order.


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