Sales & Mktg Company Export (Cloud) 🎥
🎥 Watch Video
This collection of data is provided for a Company. Examples of some available filters are as follows: Company Code, Market Segment. The created list can be printed or exported to allow for possible label printing or email transmission.
Path: Sales and Marketing > Marketing > Company
1. The report can be filtered with 17 parameters that we can sort into 6 categories:
- By type of Company: company code, member of a category.
- By date: booking and/or arrival day.
- By marketing segments: market, referral, the reason for the stay or discount code.
- By revenue: revenue or number of nights overall and/or year to date
- By provenance: zip code, state/province and/or country.
- By contact information: if the profile has a fax number and/or an email.
2. Click Process.
3. The screen report will show a limited number of information as followed:
- Company ID, Category Code and Company Name.
- Contact Name, Telephone, Fax and Email.
4. Click Print to print this result or click Export to get more data. See next.
5. Choose the Format you want for the data export: Comma Delimited (PeachTree), Tab Delimited or IIF (Quickbooks).
6. Enter a name for the file.
7. Click OK.
8. Choose if you want to merge the data by Company or have every reservations for every Company.
9. See the attached document for an example of the exported data. It will include the 30 following fields:
- Company Code, Category Code, Company Name.
- Contact Last and First Name, Address 1 and 2, City, State, Zip and Country, Telephone, Fax and Email.
- Number of nights registered under that Company and revenue generated for that reservation, if export by reservation.
- Total of nights registered under that Company and revenue generated for the Company.
- Market Segment, Referral Method, Status of the Company Account (activated or not).
- Arrival date, date the reservation was made and contact on the reservation, if export by reservation.
- Discount code setup for week-end and weekdays, and week-end and weekdays override rate if applicable.
Related Articles
Sales & Mktg Guest Export (Cloud) 🎥
? Watch Video This collection of data is provided for the Guest as an individual traveler. Many filters are available to generate the data. The created list can be printed or exported to allow for possible label printing or email transmission. Path: ...Sales & Mktg Company Forecast (Cloud) 🎥
? Watch Video The Company forecast report will display the number of rooms, revenue and ADR based on Companies reservations currently booked in the system for a period of 2 weeks (14 days). Path: Sales & Marketing > Reports > Forecast > Company ...Sales & Mktg City Ledger Export (Cloud) 🎥
? Watch Video This collection of data is provided for the City Ledger. Examples of some available filters are as follows: Account #, (one account or all). You can see the total YTD revenue for a particular company once filters are put in place. The ...Sales & Mktg Company History Report (Cloud) 🎥
? Watch Video The Company History report will display the number of rooms, revenue generated and ADR for each Company sorted by generated revenue. Path: Sales & Marketing > Reports > History > Company Generate report 1. Narrow down the report using ...Sales & Mktg Travel Agent Export (Cloud) 🎥
? Watch Video This collection of data is provided for the Travel Agent/Agency. Examples of some available filters are as follows: IATA#, Zip Codes. The created list can be printed or exported to allow for possible label printing or email ...