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Sales and Inquiry Reports

Report on sales and inquiries filtered by property, source, or team member

Joseph Alvaro avatar
Written by Joseph Alvaro
Updated over 2 months ago

Lodgix offers several ways to report on the number of inquiries and the source of those inquiries. You can also report on sales (reservations) either by property or salesperson. These reports can be found here...

Daily Inquiry Report

Report on the inquires received each day, by source, for a specified period of time. Inquiries are totaled at the bottom of the report.

  1. Choose the date range for the report

  2. Optionally select specific properties (default is ALL)

  3. Export to Excel or bookmark the report

Monthly Inquiries and ROI

Report on inquires for each month, filtered by source.

  1. Choose the date range for the report

  2. Optionally select specific properties (default is ALL)

  3. Export to Excel or bookmark the report

  4. View inquiries by source

  5. View inquiries by month, totaled at the bottom of the report

Sales Detail Report

Reports on all sales for the selected date range.

  1. Choose the date range for the report

  2. Optionally select specific properties (default is ALL)

  3. Use the Entered Date or the Arrival Date as the basis for inclusion on the report

  4. Choose to include Unconfirmed invoices on the report

  5. Export to Excel, PDF, or bookmark the report

Salesperson Detail Report

Reports on all sales for the selected date range, broken down by salesperson.

  1. Choose the date range for the report

  2. Optionally select specific properties (default is ALL)

  3. Choose specific Team Members to include on the report (default is ALL)

  4. Use the Entered Date or the Arrival Date as the basis for inclusion on the report

  5. Choose to include Unconfirmed invoices on the report

  6. Export to Excel, PDF, or bookmark the report

  7. Reservation totals by Team Member

  8. List of all reservations that meet the selected criteria

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