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Booking & Production Stats (Extended)
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Booking and Production Statistics (Extended)

General
The "Extended Booking and Production Statistics" show the comparatives for up to 5 years, as opposed to this year/last year only.
Up to 3 values for each year can be displayed:
Gross
Gross - Discount
Gross - Discount - Commission

As the comparatives can be shown in any single currency and over a significant period of time, exchange rates can also be entered across the range of dates. This could be a single exchange rate for the whole period, a rate per annum or in theory a rate for every day.
The standard Booking and Production statistics use the single exchange rate in the system settings (invoice system settings).

Select as appropriate - Booking OR Production Based.

Booking Stats - are based on the date the booking was entered into the system
Production Stats - are based on spreading the enrolment element (eg. Tuition) over the duration of the item (Course)

You should also consider unticking "Do Not Deduct Commissions..." to get a true worth of bookings.
These commissions are the reserved ones held for later payment to "Gross" agents or reserved commissions on extensions.
This makes the net value smaller, but more accurate.

Summary or Detailed
Always use Summary, the detailed report is for auditing the data.

Main or Commission Agent
It is recommended that the "Commission" agent be used for the statistics.
This means that direct bookings, which have a commission agent, will be attributed to the commission agent, not the "Direct" agent.

Tuition/Accommodation/Transfers/Sundry
Select as appropriate

Include Provisional
Only tick if provisional enrolments are to be included.

Sort Fields
Select as appropriate:

Agent Countries
Add country filters if required

Reporting Exchange Rate Maintenance
Update the exchange rate as required:

Number of Years to Analyse
Enter number required (1-5)

Display Values For
To make the report smaller, deselect values not required

Reporting Currency
Select as required

Dates
Restrict as appropriate.
Production stats allow the booking dates to be entered.
For example, you can measure the amount of "Production" this year attributable to bookings entered (received) this year.
When compared to last year, it can be seen whether the current year is more, or less, dependent on bookings received this year, thank it was in the previous year.

 


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