Overview of a selected master account and all linked sub accounts. A level number (1 for master account, 2, 3 up to 20) next to each account indicates, on which level the sub account is located.

List of hotels and offices and their employees sorted by hotel ID.. Information includes hotel name, short name, hotel id, full address, region, brand, main phone and fax numbers, number of rooms and beds, website, and sales rep. For each hotel/office, the report lists all employees entered in NetHotel with full name, position, phone, fax, mobile, and email address.

Summary of all potentials sorted by accounts and then by arrival date. This report displays account name, account number, arrival and departure dates, subject of the potential, projected room nights, room, F&B, other, and total projected hotel revenue, respective revenues in HQ currency, and a grand total in HQ currency.

This report provides a good overview of all potentials ongoing with an account.

Production comparison for accounts with a specified production period and comparison period.

The report displays the account name, the production periods (requested periods) and the respective comparison periods (e.g. 20010/1 compared to 2009/1; 20010/2 compared to 2009/2, etc.), the variance in total, and the variance in percent. Information includes HQ total, room, F&B, and other revenue, as well as room nights. At the end of the report there is a total for the whole period, including total variance and variance in percent.

Production summary sorted alphabetically by account, and within the account by hotel and period (ascending). The production is created by the PMS accounts (company and agent profiles of the hotels), linked to the NetHotel Sales accounts.

The report displays the account name and hotels where the account produced revenue. Each production period, where revenue occurred, is listed. Information includes production period (e.g. 2006/1; 2006/2, etc.), room nights, HQ rooms, F&B, other, and total revenue. The report provides totals for each year, totals for each hotel, and production totals for each account.

Reservation summary sorted alphabetically by account and within the account by hotel and period (ascending). The reservations are created by the PMS accounts (company and agent profiles of the hotels), linked to the NetHotel Sales accounts.

The report displays the account name and hotels in which the account has reservations. Each month, for which reservations have been booked, is listed. Information includes booking period (e.g. 2020/1; 2020/2, etc.), number of room nights, missed nights, HQ room, F&B, other, and total revenue. The report provides totals for each year, totals for each hotel, and revenue totals for each account.

Production report for the top x PMS agent profiles that have not been assigned to a specific sales agent yet. The report displays the top x PMS agent profiles by total headquarter revenue. Information includes HQ total, room, F&B, and other revenue, as well as room nights, as well as the hotel, where the PMS profile was created.

Production report for the top x PMS company profiles that have not been assigned to a specific sales account yet. The report displays the top x PMS company profiles by total headquarter revenue. Information includes HQ total, room, F&B, and other revenue, as well as room nights and the hotel, where the PMS profile was created.

Note: The PMS profiles from the individual hotels contain the actual revenue, stay and reservation details. It is recommended to check unassigned PMS company and agent profiles regularly and assign them to existing sales accounts (thereby accounting for the revenue in NetHotel Sales.) Alternatively, you can promote PMS profiles to sales accounts, if they create enough business.

Account Base Type

Filter by accounts or agents or include both accounts and agents into the report. Select the required Account Base Type from the pickbox.

Account Number

Identification number of the account. Select the Account Number for your report using the Account Number button.

Account Name

The name of the Account for which you want to generate your report.

If you want to generate the report for a specific account select the required Account Name from the pickbox. Leave the field blank to include all accounts.

Account Priority

The Priority of the account, e.g. top, high, medium, low or local, unclassified key account, platinum account, etc.. The priorities are custom-specific.

Select the required Priority from the pickbox. Leave the field blank to include all priorities.

Account Status

Filter by active and inactive accounts.

Account Type

Account Types are custom-specific. Typical account types are Prospect, Key Account, Internal Account, etc. The account types are defined in the Type field under account details in NetHotel Sales.

Select the required Account Type from the pickbox. Leave the field blank to include all account types.

Birthday (Month)

Birthday month. Select the required month from the pickbox.

Contact Sales Rep

Sales rep assigned to contact

Contact Status

Filter by active and inactive contacts.

Contract Date Valid From/To

Valid date range for the contract. Accept the defaults or overtype the defaults with the desired Valid From and Valid To date range.

Enter the required date range or leave the fields empty to include all records irrespective of date. You can also just enter a From date OR a To date and leave the other field blank.

Country (Account)

The Country in which the account is located.

Select the required Country from the pickbox. Leave the field blank to include all countries.

Country (Agent)

The Country in which the agents are located.

Select the required Country from the pickbox. Leave the field blank to include all countries.

Country (Contact)

The Country in which the contact is located.

Select the required Country from the pickbox. Leave the field blank to include all countries.

Created By

Name of the user who created the potential. Select the required user name from the pickbox. Leave the field blank to include potentials created by all users.

Created Date From/To

Date range during which the potential was created. Accept the defaults or overtype the default with the desired Created From To Date range.

Date From/To

Date range for the report. The data fields all offer a calendar function for further selection.

Date ranges can be determined for

Activity date from/to

Activity done date from/to

Created date from/to  (e.g. for a potential)

Departure date from/to (for PMS accounts/agents)

Plan date from/to (e.g. for a potential)

Potential date

Send date from/to

Valid date from/to

Enter the required date range or leave the fields empty to include all records irrespective of date. You can also just enter a From date OR a To date and leave the other field blank.

Denied Reason

When you change the status of a lead to 'denied', you are required to give a Reason for the denial. You can create a report of all leads that were denied for a certain reason. Examples of denied reasons are non-availability due to conferences/fairs, inflexibility of dates on clients' side, or insufficient conference space.

Select the required Denied Reason from the pickbox. Leave the field blank to include all denied reasons.

Department

Department in which the contact person is working, e.g. Controlling, Marketing, IT, Project Management, etc.

Select the required Department from the pickbox. Leave the field blank to include all departments.

Done Date From/To (Activity)

Date range for the done date of an activity i.e., the date on which an activity was marked as being completed.

Accept the defaults or overtype the defaults with the desired Done Date From To range.

HQ Total From/To

The Grand Total revenue range for the headquarters.

Enter the grand total revenue range which the report should cover in the From and To fields. The revenue figures should be in the currency used by the headquarter.

Hotel

The name of the Hotel for which the report should be generated.

Select a Hotel from the pickbox. Leave the field blank to include all hotels.

Hotel Brand

In addition to geographic guest criteria you can also narrow down the search by geographic and other hotel criteria.
Some guests may have stayed at your business hotels but never visited any of your resort hotels so-called brand refusers.

You can locate such guests by filtering by brand.

Hotel ID

Filter by specific hotel i.e., select one or more hotels from the pickbox.

Hotel Name

The name of the Hotel for which the report should be generated.

Select the required Hotel from the pickbox. Leave the field blank to include all hotels.

Hotel Region

Region in which the hotel is located.

Hotel State

State in which the hotel is located.

Lead Status

The Status of the lead e.g., contracted, denied, open, option, sent, etc.

Select the required Lead Status from the pickbox. Leave the field blank to include all lead statuses.

Month From/To

Month range for the report. Enter the start month in the From field and the end month in the To field. If you want to generate a report for a specific month, enter the same month in both the From and To fields.

Please enter month values in the format M or MM where applicable, e.g. January is “1”, April is “4”, December is “12, etc”.

No. of Rooms From/To

Number of Rooms the hotel has for occupancy. For example, if you want to display all hotels with 200 to 300 rooms in the chain, enter “200” in the From field and “300” in the To field.

Period A from/to and Period B from/to

For production comparison reports you have the option of selecting to comparison periods instead of just one. Select the required comparison ranges from the single picks.

Per default, the system always suggests todays month and year compared to same period last year.

Period Range from/ to yyyy/mm

Production period range from/to. Select the required time range from the single picks.

Per default, the system always suggests todays month and year compared to same period last year.

Persons From/To

Expected number of persons to show up for the potential booking. This is recorded in the Person field under potential details in NetHotel Sales.

Enter the range of expected attendees for the potential booking.

Plan Date From/To

Date range during which the organizer will start to Plan the business deal associated with the potential.

Accept the defaults or overtype the defaults with the desired from/to date range.

Rate Code (Contract)

The contracted Rate Code.

Select the required Rate Code from the pickbox. Leave the field blank to include all rate codes.

Region (Hotel)

The Region in which the hotels are located, e.g. Asia Pacific, Middle East, and Europe.

Select the required Region from the pickbox. Leave the field blank to include all regions.

Result (Activity)

The Result of the activity, e.g. client support, contract signed, complaint, follow up, etc.

Select a Result from the pickbox. Leave the field blank to include all results.

Sales Rep

Sales Representative to whom the account belongs.

Select a Sales Rep from the pickbox. Leave the field blank to include all sales reps.

Sales Rep Team

Sales Rep Team
Select the required Sales Rep Team from the pickbox

Status (Activity)

The Status of the activity, e.g. open, in progress, done, etc.

Select a Status from the pickbox. Leave the field blank to include all status options.

Status (Contract)

The Status of the contract, e.g. pending, contracted, lost, etc.

Select a Status from the pickbox. Leave the field blank to include all status options.

Status (Lead or Potential)

The Status of the lead or potential, e.g. contracted, denied, open, option, sent, etc.

Select the required Status from the pickbox. Leave the field blank to include all lead statuses.

Show Top x (companies or agents)

The top-performing “X” number of companies or agents you want to view in the report.
For example, if you want to generate a report for the ten top-performing unassigned companies, select “10” from the pickbox.

Type (Activity)

The Type of activity, e.g. visit, phone, fax, letter, etc.

Select an activity type from the pickbox. Leave the field blank to include all activity types.

Type (Contract)

The Type of contract, e.g. allotment, individual, meeting, wholesaler, etc.

Select a contract Type from the pickbox. Leave the field to include all types of contract.

Type (Potential)

The Type of potential, e.g. catering business, conference, group, incentive, individual, seminar, etc.

Select the required potential Type from the pickbox. Leave the field blank to include all potential types.

Zip Code From/To

Alphanumeric Zip Code of the account/agent or contact.

You can reduce the list of matching accounts or agents to a specific zip code range by entering the starting zip code in the From Zip Code field and the last zip code in the To Zip Code field. If you want to produce the report for one zip code only, enter the same zip code both in the From and the To fields.

Usually, if nothing else is added, the system checks for the ZIP code of the account address. It is also possible to filter by contact ZIP code.