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Income and Transaction Reports
Income and Transaction Reports

Several options for reporting on income and guest transactions.

Joseph Alvaro avatar
Written by Joseph Alvaro
Updated over a week ago

Lodgix offers a variety of ways to view and analyze your income. Please read the description of each report carefully as there are different calculation methods for each report.

Income Detail Report

The Income Detail report limits revenue reporting to nights occupied in a given period. That means that unlike some reports that attribute all revenue to the departure date, the Income Detail report will prorate the stay and only include revenue from the portion of the stay that falls within the reporting period. This can result in differences between reports, based on their method of calculation

For example... let's say a guest books a 4 night stay for $1,000 where 2 nights are in June and 2 nights land in July. If a report is run for June 1-30, only the nights that land in June would be included. $500 of revenue would be attributed to June and $500 to July.

Cancellation Fees

Remember when an invoice is canceled, a cancellation fee may be assessed. If a cancellation fee is assessed it will show up under Fee / Service revenue on the Income Detail report. This can be confusing as the canceled invoices containing those cancellation fees are not present on the calendar tape. To see the canceled invoices containing the cancellation fees the Cancellation report would have to be run.

Income Summary Report

The Income Summary report includes the same information as the Income Detail report, and is calculated the same way. The difference is that it breaks the data out by month.

Guest Transactions Report

This report will display all transactions that occurred during the selected reporting period. Dates of stay are not taken into account in this report... only the date that the transactions were processed or recorded.

Failed Transactions Report

A list of all failed transactions for the reporting period. You can view Resolved or Unresolved transactions, as well as those that are currently Undergoing Resolution.

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