Knowledge Base

The "Report on Bookings" contains a list of all the bookings ever reported in Exely Extranet. It can be used to

• search for a booking and detailed information on it;

• quickly compose a report.

To find the report in your Exely extranet, go to “Reports” → “Bookings”.

How to compose a report

You can use the following filters to compose a report:

• Status: active, canceled, unconfirmed bookings, reservation canceled in advance, and bookings with pending payment.

• Cancellation reason: a selection of reasons for bookings cancellation.

• Payment method: a selection of several or all the payment methods.

• Point of sale: a selection of points of sale, for example, on the hotel website or on an online distribution channel.

• Channel: a selection of an online distribution channel.

• Source type: a selection of booking sources.

• Special offer: a selection of the special offers at which bookings were made.

• Discounts: you can select the required discounts or the bookings without discounts.

• Segment: guest or agent.

• Currency: a currency of the payment

Click on the filter to see all the options. Tick those that you need for the report. To do this easily, select “Clear all” or “Select all”.

Set additional filters by arrival, departure, booking, and modification dates, stay period, and cancellation.

Click the “View” button in the top right corner above the filters to set the data to be displayed in the report. In the opened pop-up window, tick the options that you want and click “Done”.

After you compose a report, export it to Excel for printing or sending via email. To do this, click the “Export to XLSX” button.

How to find the required booking you need

In the “Find” box, write either a booking number, a guest’s name, or email address. Tick the “Check through all the bookings” box, so that the system ignores the dates selected below. Click the “Search” button. The booking will appear in the search results.

Note. If you ticked the “Check through all the bookings” box, but there is no booking in search results, select "all" for such filters as “Status”, “Payment method”, and others.

What can be done with a booking

It depends on a point of sale.

For bookings made on the hotel website

Click the "Action" button. There will open a drop-down list of things you can do with the booking.

• View confirmation: view the confirmation that the hotel gets right after the booking on the website was made. It can be printed out or exported to Word.

• View booking confirmation: view the confirmation that is sent to the guest after booking.It can be printed out or exported to Word as well.

• Resend a confirmation to email: send a confirmation again or notify about the booking modification. Select a type of notification and recipients. Then, click on “Send notification”.

  

• Modify the booking: if there is a mistake in a guest’s name, email, or phone number, correct it by selecting this option. Here, you can also add a comment to the booking. If guests selected bank transfers for individuals or legal entities as payment methods, you can download invoices when modifying as well.

• Cancel booking: it is used to cancel a booking. In this case, a guest will get an automatic notification of cancellation. If you cancel the booking by mistake, you can restore it by clicking a corresponding button.

  

For bookings made on online distribution channels

For these bookings, only viewing confirmation and resending are available.

Note. A booking made on an online distribution channel can only be canceled in the channel extranet.

For any bookings that were modified, you can view modifications history (cancellations, adding more data, restoring, etc.). To do this, click on the yellow square in the “History” column.