Reports

Management › Reports opens Reports & Analytics. The top of the page shows Today’s Revenue, the Occupancy Rate, the Outstanding Balance and the Pending Confirmations. Below, the reports are grouped by family; click one to open it.

Each report has a Period filter (Today, This Week, This Month or Custom Range with From and To; some also offer Last Month and Year to Date). Click Filter (or Apply) after changing it, and Back to Reports to return.

Financial Reports

Tax Report — the taxes collected over the period: Subtotal (Before Tax), Total Taxes and Grand Total (Incl. Tax), then a day-by-day Details table. Use Taxes: to show All taxes or a single one.
Payment Report — Total Paid, Processing Fees, Pending Payments, Outstanding Balance and Net Revenue (After Fees), a Payment Method Breakdown (transactions, amount, fees, net) and the list of Outstanding Balances by reservation.
Refunds Report — the Total Refunded, refunds by Reason and by Payment Method, and every refund in Refund Details.

Reservation Reports and Performance Reports

The Occupancy Report, Reservation Summary, Guest Report and Channel Performance concern hotel reservations: see Hotel reports.

Operational Reports

Activity Report — Total Sessions, Total Participants and revenue, then each activity with its sessions, participants and revenue.
Add-ons & Services — each add-on (equipment rental, services…) with the quantity sold and the revenue.
Daily Operations — pick a date (Select Date): the Check-ins, Check-outs (with the balance due) and Activities of that day.
Diving Report — activities included in packages versus activities sold on top (Out of Package Activities (Additional Revenue)), with sessions, participants and revenue.