This article describes the Quote Enquiry Followup report, which lists Quote reservations, including Abandon Cart Quotes, whose stay overlaps a selected date range.
Overview
The Quote Enquiry Followup report lists reservations with a status of Quote. A reservation is included when its stay overlaps the selected date range, meaning it arrives on or before the end date and departs on or after the start date.
Users have the flexibility to specify whether Abandoned Cart Quote reservations from the RMS Booking Engine should be included or excluded.
The Report build can be customised, allowing Users to choose between a Detailed or Consolidated view. Additionally, Grouping and Sort options can be applied as needed.
Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Use Cases
- Follow up open quotes - the reservations team runs the report for the coming weeks to see which Quote reservations still need to be confirmed or contacted.
- Follow up abandoned bookings - a property runs the report with Show Only Abandon Cart Reservation selected to review guests who started a booking in the RMS Booking Engine but did not complete it.
- Review lost business - a manager groups the report by Business lost to see the reasons recorded against quotes that did not convert.
How to Access
In the side menu of RMS, go to Reports > Management > Reservations > Quote Enquiry Followup.
Report Options
Tip! Report build screens default to a common use configuration, and selections can be made as required.
| Report Option | Type | Default | Description |
|---|---|---|---|
| Reservation Between | Date range | Today | Lists Quote reservations that arrive on or before the end date and depart on or after the start date. |
| Property | Multi-select | All Selected | Limits the report to the selected properties. Shown only when the database has more than one property. |
| Category | Multi-select | All Selected | Limits the report to reservations in the selected Categories. |
| Reservation Type | Multi-select | None Selected | Limits the report to the selected Reservation Types. Leave as None Selected to include all. |
| Booking Source | Multi-select | None Selected | Limits the report to the selected Booking Sources. Leave as None Selected to include all. |
| Group By | Dropdown | Category |
Sets the main grouping of the report. Options:
|
| Sub Group By | Dropdown | Business lost |
Sets the second grouping within each main group. Options:
|
| Sort By | Dropdown | Reservation No |
Sets the order of reservations. Options:
|
| Report Type | Dropdown | Detailed |
Sets how reservations are listed. Options:
|
| Reservations | Dropdown | All Selected (Including Abandon Cart Reservation) |
Includes or limits Abandon Cart Quotes. Options:
|
Column Headers
The Quote Enquiry Followup report shows the columns below for each reservation. Guest Name and Guest Mobile share one column, as do Made On and Made By, with each value on its own line. The Source / Calculation column links to Data Sources & Calculations where a value needs more explanation.
| Column | Description | Source / Calculation |
|---|---|---|
| Res No | The reservation number of the quote. | The reservation number. |
| Guest Name | The guest on the reservation, shown as surname then given name. | The guest profile linked to the reservation. |
| Guest Mobile | The guest's mobile number, shown below the guest name. | The mobile number on the guest profile. |
| Category | The Category booked on the reservation. | The reservation's Category. See Report Type for the Consolidated view. |
| Company/Travel Agent | The Company and Travel Agent on the reservation, each on its own line. | The Company and Travel Agent linked to the reservation. |
| Arrive | The arrival date of the reservation. | The reservation's arrive date. |
| Depart | The departure date of the reservation. | The reservation's depart date. |
| Night | The number of nights in the stay. | Depart date minus Arrive date. See Night calculation. |
| Business Lost | The Business Lost reason recorded on the reservation. Blank if none is recorded. | The Business Lost value on the reservation. |
| Booking Source | How the reservation originated. | The Booking Source on the reservation. |
| Res Note | A note held on the reservation. | The first reservation note field. |
| Reservation Type | The Reservation Type of the reservation. | The Reservation Type on the reservation. |
| Made On | The date the reservation was made. | The date the reservation was created. |
| Made By | The user who made the reservation, shown below Made On. | The User name that created the reservation. |
Data Sources & Calculations
The following concepts each govern more than one column or the reservations the report lists.
Which reservations are included
The Quote Enquiry Followup report lists only reservations with a Reservation Status of Quote. Reservations with any other status are not listed.
- The Reservation Between dates are compared with the stay dates, not the date the quote was made. A quote is listed when it arrives on or before the end date and departs on or after the start date, so a quote that spans the whole range is listed.
- Both the start date and the end date are inclusive.
- Abandon Cart Quotes have a status of Quote, so they are listed unless Reservations is set to Exclude Abandon Cart Reservation. See Abandoned Cart Quote for how these reservations are created.
Night calculation
The Night column shows the number of nights between the reservation's Arrive and Depart dates for the whole stay. It is not limited to the report's date range.
For example, a quote that arrives on 20 December and departs on 27 December shows 7 nights when the report is run for 21 December to 22 December. The group and Grand Total night figures add these values together.
Report Type: Detailed and Consolidated
The Report Type option changes how reservations are listed. Detailed lists one row for every Quote reservation.
Consolidated shows the Category with a count in brackets after it, for example Lake Cabin (1), and lists group reservations as one row per Category instead of listing each reservation in the group.
Group By and Sub Group By
Group By sets the main band of the report and Sub Group By sets the band inside it. Each band shows a total row for the reservations and nights it contains.
- When Group By is Arrive Date, each band is headed by the arrival date in the format 12 Feb 25.
- When a reservation has no value for the Sub Group By selection, it is grouped under Business Lost N/A, No Booking Source or No Res Type.
Related Reports
- Quoted Rate Variance Report - compares the rate presented to a guest at enquiry or booking with the rate applied to the reservation.
- Reservation Production Report - shows the reservations produced within a selected date range.
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