Reports: Channels

Channels report

The channels report highlights the source of where your bookings are coming from, including online by guests, internally by staff, or by reseller via the marketplace. Knowing this information can save you time and money when it comes to marketing campaign decisions and shifting focus to a specific channel. By default, it will show the previous 7 days (including the current day).

Note: Our update cycle runs every 3 hours.

Channel

This shows information relating to total bookings and overall revenue by source.

Tip: All sections can be sorted by clicking any of the headers, e.g., Booking Date. To download the full results, hover over each section and click the button.

Bookings

This shows a breakdown of bookings relating to the selected filters.

Filters

You can apply the following filters to this report:

• Booking Date: This is the date when the booking was created, online or internally.
• Fulfilment Date: This is the date when your guests first attend or complete their experience with you.
• Order Status: Select an order status from the list to show only those order statuses.
• Channel: Selecting one or more channels from the list will show only those selections.
  • API: This is an order created by a third-party system, using an API connection.
  • Internal: This is an order created by a user, internally within Rezdy.
  • Marketplace: This is an order created by an agent, using Marketplace Rates.
  • Negotiated Rate: This is an order created by an agent, using a Negotiated Rate.
  • Online: This is an order created online, using the Rezdy booking widgets.

• Agent Name: Selecting one or more agents from the list will show only those selections. 
• Payment Status: Select a payment status from the list to show only those payment statuses.

For example, you can filter by orders that were created (either online or internally) in the last 30 days.

Or, you can filter by orders for guests that will complete their experience in the next 14 days.

You can also combine Booking Date & Fulfilment Date to give you data on orders that were created within the last 30 days, and orders where guests will complete their experience in the following week.

More reports

• Overview report gives you a quick and simple snapshot of your business's overall performance.
• Revenue report will show you a total revenue breakdown by day, allowing you to drill down into a specific day.
• Products report will show a breakdown of total bookings and the overall performance of your products.
• Transactions report will show a breakdown of all payment methods used by your customers.
• Booking Lead Time report shows you how far in advance your guests are booking your products
• Customer Demographics report provides all data and information about your customers. 
• Voucher Liability report will show a list of all vouchers issued and partially redeemed by your customers.
• Session Utilisation report will show the overall performance and value of your product sessions.

Note: If you need help with the legacy Sales - Orders report, click here. If you need help with the legacy Sales - Products report, click here.

Frequently asked questions

Why am I not seeing new or recent bookings in my reports?

• Our update cycle runs every 3 hours and takes approximately 10 minutes to complete.

The legacy reports show new bookings, but why don't the new reports?

• The legacy reports are connected to live production databases, which means if you were to run a large report query, you would notice a considerable slowdown in the application (and potentially for other users).

What will happen to the legacy reports?

• We have no immediate plans to get rid of the legacy reports. They will remain active on the following plans: Foundation, Accelerate, and Expansion.

Why is Rezdy building new reports?

• After receiving a ton of customer feedback, it was apparent that our current reporting suite could do with an overhaul. We set out to simplify our reports, at the same time empowering our customers to use the data we have to make business decisions, through actionable reporting and insight.

Why did Rezdy choose these reports?

• We chose these reports for the simplicity and actionable nature that they have to offer. The base reports (Overview, Revenue, Channels, Products, and Transactions) help to understand sales information in a range of different dimensions without the need to use multiple filters.
  The new reports (Booking Lead Time, Customer Demographics, Voucher Liability, and Session Utilisation) were chosen specifically to leverage the additional data we have. These four reports shed further light on booking trends, customer information, financial liability, and the success of sessions.