Referred by Guest Report

The Referred by Guest Report allows you to view how many of your guest stays were due to referrals, and whom made the referral, during the dates specified. The summary report simply shows the name of the referring guest and the number of referrals made by each particular guest, whereas the detailed report also shows the name of each referred guest and the date range of their stay. This report is typically used to see how frequently guest referrals result in stays at the Property, and whom is doing the referrals (useful in case of any awarding of benefits, such as discounts for the guest's own stays, for doing so).

The Referred by Guest Report command may be found in the Other Reports section of the Reports Menu.

 

 

 

 

The Reports Menu can be accessed by clicking the Reports icon on the Action Bar:

Action Bar for Skyware Systems with words

OR

Full Menu

Click the icon on the left or the words on the right for the Full menu.

Full Menu Icon

This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.

Full Menu Table

From the Status Section, select Reports.

Status section of Full Menu with Reports option selected

 

The Reports Menu screen is divided into four sections, Room Reports, Revenue Reports, Managers Reports and Other Reports.

Reports Menu screen

The Referred by Guest command is in the Other Reports section.

Other Reports section of the Reports Menu with Referred by Guest command selected

 

When selected, the Referred by Report screen will open.

Referred by Report screen example

Date Range: Select the date range for the report. By default the reporting will be for one year, ending with today's date

From: Use the drop-down menus or the calendar icon to select the Date you wish to have the reporting begin. By default the Date selected is today's Date one year ago.

To: Use the drop-down menus or the calendar icon to select the Date you wish to have the reporting end. By default the Date selected is today's Date.

 

Report Options: The report results may be filtered to show a Summary or Detailed report.

Use the radial button option to select the desired report form. By default Summary is selected.

 

When finished, click the orange button Print Report.

Summary:

Guest Referred by Report, Summary version example

When generated, the report shows the name of the referring guest (Referred By Name) and how many referrals they are associated with (Number of Guests Referred) only.

Detailed: 

Guest Referred by Report, Detailed version example

When generated, the report shows the name of the referring guest (Referred By Name) and how many referrals they are associated with (Number of Guests Referred) AND in a detail section within each referring guest section the names of the guests which stayed and the dates those stays occurred.

 

By default, the report is generated in PDF form and opens in a separate browser window. From there you can select to save or print the report, among other options. You can, instead, check the Generate report to excel checkbox to generate the report in HTML for downloading to Excel instead of PDF. The information in this case will then be correct for importing into another document rather than immediate viewing.

NOTE: The generated report appears as a pop-up window through your browser. If your browser is set to block pop-ups, you may receive a warning banner at the top of the browser. Click this banner and select to allow pop-ups so that you can view the report.

 

Date Updated June 09, 2021