Report 334: Bookings by User

Overview

This report tracks the performance of individual staff members by totaling the number of bookings made, guests booked, and revenue generated by each user.

Best Use Case

• Staff Performance Review: Identifying which users are taking the most bookings or generating the highest revenue.

• Incentive Tracking: Calculating commissions or bonuses based on bookings created within a date range.

Available Filters

• Parks: Multi-select parks.

• Date Range: Filters by when the booking was made.

• Exclude Different Year: A toggle to exclude bookings made for holidays that take place in a different year than when they were booked.

Key Data Logic

• Amount Shown: Relates to the total amount of the break (invoiced value).

• Income Logic: Not pro-rated. The full invoiced amount is assigned to the user who created the booking.

• Product Source: Looks at the product listed on the booking.

• Agent Commission: Included.

• VAT: Excluded.

• Extras: Excluded. Only includes the "Prime" products (accommodation/pitch).

• Owner Bookings: Excluded.

• Booking Statuses: Includes active bookings but excludes cancelled bookings (Status 9).

• Assignment: The booking does not need to be assigned.

• Reporting Period: Not required.