The Item Analysis Report displays Departures by Room, Room Type, Booking # and Arrival Date Room Number, The Report includes the Room, Room Type, Guest Name, Rate, # of Guests, Group Balance, Projected income, Deposits, Folio Balance, Payment Type and Arrival/Departure Dates. Go to REPORTS Tab and choose the Item Analysis Ledger Report under the Daily Reports list .- Choose the date from the date picker.
- Choose Room, Room Type, Booking # and Arrival Date
- Generate Report in HTML, EXCEL or CSV
See an example: In House Guest Ledger Report The Report includes the Booking #, Room, Folio Name, Item, Date, User, QTY, Extended Price. The Report is categorized by Inventory Group which can be setup in SETUP | PARAMETERS | INVENTORY GROUPS. There can be as many Inventory Items and needed. Total QTY (quantity ) of Items to be fulfilled (or sold) can be run for multiple days or a single day only. The 'Date' column shows what 'System Date' the Charge posting was made on (if set automatically) Or, if your property allows it, a future date might have been entered when the Charge was posted to a folio, and that future date will be the one listed under the 'Date' column. Note that the date posted on the Charge affects when the Item will be picked up. For example, one can sell an Item today (via 'Add Charge' to a folio), January 12, 2011 and have the date tracked as March 23, 2011 on the Folio so that that particular Item will appear on the Item Analysis report for when it's actually 'required' to be used - March 23, 2011. Thus, if an Item is future-dated, that item is considered a 'current liability' to be sold/fulfilled at a future date and is not reported on the date for today, January 12, 2011. Note, however, that any Payment for the Charge is always 'now' (will appear on the Transaction report when payment is posted) and cannot be future-dated. So don't get confused with charging for an Item and paying for it. Learn about the Advanced Charges |