Which report type should I choose?
When you click Add report in Manage reports, you get an overview with one card per report type. Each card shows a sample image and a short description; the search box above filters on name and description. You pick the type once, when creating the report — from then on the settings determine how it calculates.
Below are all report types, grouped by the question they answer.
Revenue and money
| Report | What it shows |
|---|---|
| Revenue | Revenue per period, per product or combi, with comparison and drill-down. |
| VAT per rate group | VAT amount per rate group per period, from the final invoice lines. |
| Deferred revenue | Money already received for future visit dates: prepaid, total value and still to receive. |
| Payments per method | Paid amounts or payment counts per payment method, refunds counted negative. |
| Gift vouchers | Gift vouchers issued and redeemed per period, plus the outstanding liability. |
| Subscriptions | Expected subscription revenue per month per type, for the coming months. |
Volume and occupancy
| Report | What it shows |
|---|---|
| Numbers | Number of bookings or participants per period, as line chart or heatmap. |
| Occupancy | Occupancy rate per day per product: booked versus available capacity. |
| On the books | What is on the books for the coming 30/60/90 days, versus the same moment last year. |
| Check-in | Bookings versus actually checked-in guests (floor plan), with the check-in rate. |
Customer and channel
| Report | What it shows |
|---|---|
| Channels | Bookings, persons or revenue per entry channel: website, widget, back office, API, GetYourGuide, Prioticket. |
| New vs returning | New versus returning customers per period, with the repeat rate. Based on the booking date. |
| Customer origin | Bookings per customer origin: country or 2-digit postal area. Based on the booking date. |
| Group size | Distribution of bookings over group size classes, plus the average group size. |
| Booking curve | How many days ahead people book: distribution over lead-time classes plus the average lead time. |
Quality
| Report | What it shows |
|---|---|
| No-shows & cancellations | No-shows and (late) cancellations per period, as a percentage and in missed revenue. |
Reports that belong to a module
A report type that requires a module only appears in the card list when that module is switched on for your licence. The time registration module adds three reports: Registered hours, Invoiceable work and Billable ratio. Those are documented with that module. The Check-in report only makes sense when you use the floor plan module: it compares bookings with guests who were actually seated.
How to fine-tune the report you picked is described in Report settings.
