Unit Type Category Setup and Reporting

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Overview

The Unit Type Category Setup allows categories to be created and assigned to Unit Types. This groups Unit Types together for reporting and data export purposes.

Prerequisites

  • Access to the Menu button and Setup tab in the application.

Steps

Location

  • Click on a Menu button.
  • Navigate to the Setup tab.
  • Click on Unit Type Category Setup.

Add

  • Click Add to create a Unit Type Category.
  • Name: Label of Category, e.g., Camping.
  • Priority: Order of appearance in Unit Type Setup and reports.
  • Once all required Categories have been created, they can be assigned to Unit Types in Unit Type Setup.

Assigning Categories to Unit Types

  • Click on a Menu button.
  • Navigate to the Setup tab.
  • Click on Unit Type Setup.
  • Select the Unit Type from the tree list on the left.
  • Click on the Category dropdown and select the required Category.

Available Reports and Exports

Available Reports

  • Guest Statistics – By Unit Type Category
  • Location: Click on a Menu button, select the Reports tab, and select the report within the Manager category.
  • The report will display:
  • Unit Nights Available
  • Unit Nights Occupied
  • Data is broken out into Client Country, with a Category Total and a Total across all Categories.
  • Example of Report:

  • Unit Type Category Revenue and Occupancy
  • Location: Click on a Menu button, select the Admin tab, and click Type Revenue & Occupancy.
  • The report will display Revenue and Occupancy statistics by Unit Type Category for the date range selected.
  • Includes:
  • Occ#: Unit Nights Occupied
  • Avail#: Unit Nights Available
  • Total Revenue
  • Total Tax

  • of Rez: Number of reservations

  • Example of Report:

Available Exports

  • Guest Statistics By Unit Type Category
  • Revenue/Occupancy By Unit Type Category
  • Location: Click on a Menu button, select the Admin tab, and click Import/Export Utility.
  • Click on the Export tab and select the Export Option from the dropdown.
  • These export options allow the data reported within the reports to be exported into an Excel spreadsheet.

Click here to view the help document

Troubleshooting

  • Ensure you have the necessary permissions to access the Setup and Admin tabs.
  • Verify that the correct categories are created and assigned to Unit Types for accurate reporting.