Tutorial: Creating reports (2 / 5)
Besides the simple report types, there are also other reports you can create with Planyo. You can choose them by changing the type in report setting:
- Schedule - this report shows all reservations grouped by rental's start date. Note that this report type cannot be generated as CSV
- Rentals in progress - this report shows all rentals taking place during selected period (means all customers who are present in this period will be listed, even if their arrival/departure date is outside of the period)
- Arrival/Departure date - this report shows all arrivals and departures taking place during selected day or period. This report is useful to get a listing of reservations/customers that need your attention at arrival/departure (e.g. for cleaning, customer pick-up or drop-off etc.)
- Confirmation time - this report lists all reservations which were confirmed within given period
- Checkin time - this report lists all reservations which were checked-in within given period
- Modifications - this report lists all modifications (user- or admin-entered) within given period
- Product listing - lists all additional products with their usage dates
- Recurring products - this is a very useful report if you use recurring products. It will show you in a table (schedule view) the usage of each additional products for each day of the report period and for each resource, together with a daily total. It will also list extended information about the reservations associated with the additional products.
- One-time products - similar to recurring products but shows the usage of one-time products
- Total reservations and earnings and Total rentals and earnings - this report, unlike others, doesn't show single reservations but daily/weekly/monthly totals (you can get the total of persons, reservations, prices over each period). This report also allows you break down the totals not only by period but also by resource.
- Occupancy rate/usage/availability totals - this reports shows the usage of each resource in each time unit (day/hour/quarter depending on your resource settings), or it can show availability of each resource, or the usage rate (in percent).
- Additional product totals - this report shows the total quantity and earnings from each additional product.
- Listing of payments made - this report shows a detailed list of payments made within given period.
- Listing of customers arriving - this report shows a list of unique customers who made reservations with arrival (start) time within given period.
- Listing of shopping carts - this report shows a list of shopping carts which were created within given period.
- Listing of invoices generated - this report shows a list of invoices generated within given period.
- Custom (callback URL on your server) - this lets you create your own report. Planyo calls a script on your server which receives information about all reservations for given period as well as all additional filters entered for the report. Your script is responsible for generating an HTML report based on this data. See Q298 for the details.
Some of the special report types above don't give you extended customization possibility (see
part 5)