Allocated Reservation Report      
 

When a reservation is allocated to a consultant, the reservation is given a system-generated ‘allocated date’; this is the date the reservation was allocated to the consultant.

  • When a consultant captures a booking, the allocated date is the same as the date created.
  • If a user with Reservation-Management access changes the allocated consultant, the allocated date is updated to the date the new consultant was allocated

To assist consultant’s tracking reservations, they can produce a list of reservations allocated to them. The Allocated report is available to all internal users with Reservation-read, update or management access. The report can be accessed from the Reservation-Report or the Report-Reservation main menu.


       
  • This is the date the reservation is allocated to a consultant
    • The allocated date is a system generated date that is generated when a consultant moves a reservation request from the Reservation Requests queue or a consultant is changed by a user with Reservation-Management access
    • In cases where a consultant has created the reservation, the allocated reservation date is the same as the date created
  • Any reservations with an allocated the are on or included in the filtered date range and match the consultant filter will be listed in the results

Allocated date
     


       
  • Consultant is the internal travel specialist setup to manage or track the reservation
  • On entry to the report the consultant is defaulted to the user logged in (where the user is a consultant)
  • To select a consultant/s, click the Consultant Filter button and select the consultant from the pop-up

Consultant
     


       
  • Clicking the Generate Item List Report will generate the report results in the item list format
  • For detailed information on the Item List Report refer to the List Report chapter in the Reservation Reports module of this guide

Generate Item List Report
     


       
  • Clicking the Generate Detailed Report will generate the report results in the detailed report format
  • For information on the Detailed Report refer to the Detailed Report chapter in the Reservation Reports module of this guide

Generate Detailed Report