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Booking Report Data - "Booked as of today"

Status: Requested 1 Vote
Alece
Mar 28, 2023 3:49 PM
Joined Jan, 2020 170 posts

Hey OR team! In my Owners Portal (PM module), the owner dashboard allows financials to be viewed for the current and previous year as either the total amounts ("all time") or the amounts booked as of the current date. The latter allows for a truer apples-to-apples comparison of previous year financial data. 

It would be SO helpful to have this same option when we run our own Booking Summary Report. However, there's no option to select that same type of "booked as of today" comparison. 

Y'all deemed it a beneficial data-point for our homeowners to see. I'd say it's equally a beneficial data-point for us to be able to see across our internal reports as well. 

Alece
Apr 4, 2023 1:17 PM
Joined Jan, 2020 170 posts

Just discovered that there is a "Booked As Of" option on the report!!! I was looking for a radial button (like the homeowners see) and my brain didn't even pick up on the fact the option was there -- just in a different format! Thank you for making that possible!!

mitch w
May 5, 2024 1:34 AM
Joined Feb, 2021 6 posts

Is there a way to run a report of all historical bookings (including both enabled and disabled properties)? This is necessary in the event of any sales tax audits to ensure that we can map the sales tax collected to all historical bookings. The bookings report seems to only be able to be run for enabled properties. In the event a property leaves the rental program, all of its historical bookings can no longer be queried. Is there a workaround to be able to pull this consolidated data? 

Ken T
May 6, 2024 9:42 AM
OR Team Member Joined Aug, 2019 1691 posts

Yes, only enabled properties have their data visible in reports and screens.  However, the data has not been deleted, and you can re-enable properties if necessary.

https://www.ownerrez.com/support/articles/properties-disable-reenable-property 

mitch w
May 6, 2024 3:04 PM
Joined Feb, 2021 6 posts

Thank you for your response, Ken. The issue is that if I am simply looking to pull historical data on these properties (for example, to be able to see historical gross booking value for a sales tax audit to ensure that we have collected the appropriate amount of sales tax), I wouldn't want to re-enable properties and then have them showing up on our website or have guests make any bookings (since these properties are no longer on the program). Is there a workaround to be able to access this data in another way?

Ken T
May 6, 2024 3:30 PM
OR Team Member Joined Aug, 2019 1691 posts

You can exclude specific properties in the settings in all Hosted Websites and Widgets.  Those exclusions are preserved even when a property is disabled, so, if you re-enabled it, it would still be excluded and not appear in that widget/website.

mitch w
May 6, 2024 3:42 PM
Joined Feb, 2021 6 posts

Ok, so to be clear, when I click re-enable, what are the default implications of this? By default, will it show up on the website or any of the OTAs? Will it now be a property that is billed for by Owner Rez? If they are re-enabled for just enough time to re-run the bookings data and then immediately disabled, would this prevent from being charged?

Ken T
May 6, 2024 3:48 PM
OR Team Member Joined Aug, 2019 1691 posts

By default, will it show up on the website

Yes, unless you have excluded it from there as previously mentioned.  You can however change that setting as soon as you have re-enabled a property and it will take effect immediately, which should prevent anyone from actually booking it in the minute or two that it's visible.

or any of the OTAs?

No - a separate action needs to be taken to reconnect a re-enabled property to any individual channel API connection.

Will it now be a property that is billed for by Owner Rez?

Yes.

If they are re-enabled for just enough time to re-run the bookings data and then immediately disabled, would this prevent from being charged?

Highly likely - you have a specific day of the month that your invoice is created, and, if a property is not enabled on that particular day, it won't be charged.  This is also true for paid premium features that don't involve direct expenses (like insurance and SMS do).

mitch w
May 10, 2024 12:14 PM
Joined Feb, 2021 6 posts

Hi Ken, thanks for your reply. Can you please summarize the steps to take prior to re-enabling a property to ensure that it does not show up on the website (and available for booking)? Your previous message alluded to something that could be done in the Hosted Websites & Widgets area. To the extent I could do this before it's re-enabled, that would be great to ensure that I can do this all "in the background" without anything changing to anyone external to the business. Thank you.

Ken T
May 10, 2024 12:17 PM
OR Team Member Joined Aug, 2019 1691 posts

Can you please summarize the steps to take prior to re-enabling a property to ensure that it does not show up on the website (and available for booking)?

You cannot - see my previous response.  The change can only be made while the property is enabled.  But if you're quick about it, the likelihood of a spurious booking is minimal, and once you have made the setting, it will be remembered even if the property is disabled again, re-enabled, etc. going forward into the future.