Enhancing Efficiency with our Report Profiles

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Enhancing Efficiency with ResRequest’s Report Profiles and Templates

At ResRequest, we continually focus on optimizing your operational efficiency through innovative features. One powerful tool is our Report Profiles feature, allowing you to create and manage custom report templates. This tool saves frequently used reports with specific settings and filters, enhancing both speed and consistency in reporting.

Why Use Report Profiles?

Report profiles allow you to save customized configurations for reports that you frequently generate. With saved filters and settings, you ensure accuracy, consistency, and efficiency, helping your team access the exact data they need without having to reset parameters each time.

Creating Report Profiles in ResRequest

Setting up a report profile is simple:

  1. Define Report Parameters: Adjust the filters and settings according to your reporting requirements.
  2. Save Profile: Once you’re happy with the configuration, click on the “Save Profile” button.
  3. Name Your Profile: Assign a name to your profile so that it’s easily recognizable in the future.
  4. Set Access Level:
    • User: Visible only to you.
    • Global: Available to all users with permissions.
    • Environment: Restricted to a specific environment, such as WB or PX.
  5. Mark as a Favorite (optional): If you’d like to prioritize this profile for quick access, tick the “Favorite” checkbox and assign a unique name if desired.

Managing and Accessing Report Profiles

All saved profiles are organized in a central location, making management straightforward:

  • Access the All Profiles Menu: Navigate to Reports > All Profiles to view and organize your saved report templates by title.
  • Filter Profiles: Filter by Global, User, or Environment to locate specific profiles quickly.
  • Environment: Profiles limited to a specific environment (e.g., WB or PX).
  • Search Bar: Use the search function to find profiles by name or report type, saving time when you have multiple profiles.

Practical Applications and Tips for Effective Use

Imagine you frequently generate reports for Mara River Lodge, filtering by confirmed and provisional statuses. By creating a report profile specifically for this setup, you can save the settings once and access the exact data with a single click each time.

To make the most of report profiles:

  • Naming Conventions: Use descriptive, clear names like “Mara River Lodge All Statuses” to avoid confusion.
  • Favorites: Add essential profiles to your favorites for quicker access.
  • Consistency Across Teams: Ensure all team members use standardized profiles to maintain uniformity in reporting.
  • Regular Updates: Periodically review and adjust profiles as reporting needs change.

Streamlining Your Reporting Process with ResRequest

By leveraging report profiles, you streamline your reporting process, minimize errors, and save time. Embrace this feature to improve productivity and ensure that vital data is always within reach.

For a detailed walkthrough, check out our video on working with report profiles: Watch Now.

Reservation Dashboards & Management

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Analysing and measuring success is vital for businesses. While having access to abundant data is an opportunity, it can be challenging to find valuable insights. To effectively use the charts available in ResRequest, check out this blog.

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Guest Surveys and Reputation Management

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Understand and prioritise customer needs to improve satisfaction, retain and attract customers. Valuable feedback guides targeted improvements for exceptional experiences. Invest in customer satisfaction for a competitive edge and growth, with ResRequest and GuestRevu.

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ResConnect Channel Manager

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ResConnect can boost your revenue and brand by connecting you to Online Travel Agents (OTAs) and Specialist Agents in the African Tourism industry. Join ResConnect Partner Programme to expand your profile and increase revenue.

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Accounting Integrations

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ResRequest is the logical place from which to generate your official tax invoices because it contains all relevant pricing, tax, and customer data. You can integrate your ResRequest system into an accounting system to send invoices electronically from ResRequest.

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Fiscalisation within ResRequest

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Fiscalisation is designed for Tax Authorities to collect and record VAT transactions accurately. Recently there has been a wave of fiscal requirements for the online recording of VAT transactions. In this article, we explain fiscalisation and how it works in ResRequest.

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Sell more beds by working with OTAs

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Connect your rooms, rates, and availability from ResRequest to online travel platforms so you can sell Direct, via OTAs, and via Travel Agents. Connecting to these online travel platforms is valuable as they specialise in electronic marketing and selling your rooms.

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Travel Trackers announce new release for ResInsite

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ResInsite takes your ResRequest data and transforms it into pre-built tourism charts. Developed and supported by Travel Trackers, this application is ideal for business stakeholders who need to see business trends and make decisions that improve operations and increase revenues.

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Professional services

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In November we established our new Professional Services Department to meet a growing need for business-level consultation and address how ResRequest fits into your business processes.

This department is strategically positioned to assist you with business consultation, with this team also responsible for implementations and data restructure projects.

“Our objective is to provide high-level consultation to ResRequest customers that will maximise their business efficiencies and revenues through the use of our produts and services,” says Albert Smith, Professional Services Manager.

By consulting with clients and working with developers where applicable, this new department will help you customise and optimise ResRequest in your business.

Introducing the Tourism Reboot Package

“We have seen clear indications that markets are reopening and we can help you prepare for the rebirth of tourism in your market,” says Albert. 

To kick off the new year our Professional Services Team is offering a ‘Tourism Reboot Package’, intended to be the launchpad to give your business efficiencies and booking volumes a boost.

The Tourism Reboot Package includes the following:

  • A full system audit and report on ResRequest modules not being utilised or needing attention.
  • An audit and review on your agents, including historical performance, commission structures, and where to focus your relationship-building efforts.
  • A review of functionality not being used that should be incorporated into your processes.
  • Consulting sessions to:
  1. Formulate your Operating Procedures and recommend process optimisations.
  2. Review reporting being used and build/adjust reports.
  3. Review your current online sales strategy and connections.

If required additional services can be assessed, and quoted. These include:

  • Rebranding/updating of your ResRequest public pages and documentation.
  • Training sessions for new staff and existing staff needing a refresher.

This package is a fixed fee of $1050 with 30-hours of consultation over an eight-week period. Sign up before 31 January 2022 for a 10% discount.

If you are as eager to prepare for the market upswing as we are – email us at [email protected], and one of our Professional Services team (below) will be in touch.

Contact our Professional Services Team now

tourism.today

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tourism.today – travel trends the tourism industry needs.

Safari Analytics, Pomerol Partners’ African office, has partnered with technology systems including ResRequest, Benson, Hospitality Technology International (HTI), and Protel, to create tourism.today, a collection of highly intuitive interactive charts that show travel trends and tourism recovery as it happens.

tourism.today takes aggregated and anonymised data and plots booking trends in Africa. The data is extracted from participating technology systems and plotted on interactive charts to highlight travel patterns including what markets are opening and which source markets are the most active. The information is based on bed nights, yield trends, created dates, and originating countries.

Tom Imrie is a Pomerol Partners Africa Senior Consultant, and one of the founders of tourism.today. Tom says they saw an opportunity to help African destinations recover from the global pandemic by understanding source market trends by looking at real data. “We wanted to build charts from live data that could help African buyers and suppliers see where tourism was coming from and when those markets would be travelling,” says Tom. “It was important to us that the data give the tourism industry crucial information and market buying patterns like length of stay, lead time, and average purchase rates.”

“This information will help tourism markets with their marketing and rate strategies both during and beyond Covid,” says Ntando Bhengu, new Business Development Manager at ResRequest, one of the participating technology providers.

tourism.today is designed to equip groups including property owners, travel agents, tourism boards and associations, and charter companies with real-time charts that show travel trends impacting Africa to better inform their sales and marketing strategies.

Plans available

There are 4 plans available to subscribers. Data contributors have FREE access to the Starter Plan or are discounted $29 on another plan.

Sign up as a data contributor before 28 February 2022 and you will also receive free access to the Lite plan for 6 months.

For more information contact us at [email protected] or visit tourism.today and sign up online.

Contact ResRequest to find out more