Itinerary Summary Report

The Itinerary Summary Report provides comparative sales data to Inntopia CRS users and lets a CRS easily pull this information from Inntopia for current and historical pacing, product development, and communications. The report shows all components that comprised an itinerary and includes the marketing source code. It also includes information regarding the number of itineraries sold with components such as air, activities, golf, lifts, shuttle, spa, equipment, and events.

Although the Inntopia System is based on Eastern Standard Time (EST), the Itinerary Summary Report is based on the time zone configured within your CRS or RMS Company page.

You can choose the following combinations of date parameters for the Itinerary Summary Report:

  • Date Reserved, OR
  • Date Reserved and Date Checking In, OR
  • Date Reserved and Date Checking Out.
  1. In your Inntopia CRS, click the Reports & AR/AP tab. The Reporting, Receivables and Payables page appears.
  2. From the list of reports, click Itinerary Summary. The date selector appears.
  3. Enter the dates for the information you want to include on the report. You can choose a combination of: Date Reserved and Date Checking In OR Date Reserved and Date Checking Out.

    • Date Reserved – Enter the From and Until dates to view itineraries booked during this period.
    • Date Checking Out – Enter the From and Until dates to view reservations that checked out during this period.
    • Date Checking In – Enter the From and Until dates to view reservations that checked in during this period.
  4. From the Format drop-down list, choose the format for viewing the report. You can choose either HTML or Excel.

    Note: If you choose the Excel format, totals do not automatically appear and you must calculate the totals yourself within Excel.

  5. Click Search. The report appears in the format you selected. The following example shows the report in HTML format and includes the Product Category columns of Lodging and Events.

  • Date Reserved – Date the itinerary was reserved.
  • Itinerary Id – Unique identifying number of the itinerary.
  • Guest Name – Name of the guest on the itinerary.
  • Arrival Date – Arrival date on the itinerary.
  • Departure Date – Departure date on the itinerary.
  • Package Name – Package name selected on the itinerary.
  • Current Reservation Amount – Total amount of all lodging and activities booked on the itinerary.
  • Current Taxes and Fees – Total amount of all taxes and fees.
  • Total – Total amount of the itinerary, including taxes and fees.
  • No. Lodging Adult – Number of adults booked on the itinerary.
  • No. Lodging Child – Number of children booked on the itinerary.
  • No. Lodging Youth – Number of youth booked on the itinerary.
  • No. Lodging Nights – Number of nights booked on the itinerary for lodging.
  • Product Categories – Total amount of each category booked.

    Note: The Product Category columns, i.e. Lodging, Lift Tickets, Equipment, etc., and their reservation amounts have one column per category. These columns only appear in the report when there have been products sold for the category. For example, if no lift tickets were sold on any itineraries during the date parameters you entered, the Lift Tickets column does not appear on the report.

  • City – City of the guest's address on the itinerary.
  • State – State/province of the guest's address on the itinerary.
  • Zip – ZIP/postal code of the guest's address on the itinerary.
  • Country – Country of the guest's address on the itinerary.
  • Sales Channel – Sales channel through which the itinerary was booked.
  • Marketing Source – Source selected on the itinerary.
  • Offered By – Agent who offered the itinerary to the guest.
  • Booked By – Agent who reserved the itinerary for the guest.