The name of the report.

Generates detailed sales call report.

Generates summarised sales call report.

Available options include the following:

• Contact Date - Sorts the report by contact date.

• Trace Date - Sorts the report by trace date.

The start date from when the data must be considered for generating the report.

The end date until when the data must be considered for generating the report.

Available options include the following:

• Accounts - Generates report by account details.

• Managers - Generates report by manager details.

• Call Types - Generates report by call type information.

• Next Steps - Generates report by next step details.

Select desired accounts from the drop-down menu.

This drop-down is displayed only when Accounts is selected in report options.

These options are displayed only when Managers is selected in report options for a Sales call detail. Whereas for Sales call summary, these options are displayed by default.

Available options include the following:

• All

• Sales Manager

• Catering Manager

• Conference Service Manager

Based on the selected option, the drop-down gets populated with respective manager names. Users can select multiple or all the available managers from the drop-down list.

Select desired call type codes from the drop-down menu.

This drop-down is displayed only when Call Types is selected in report options.

Select desired next step codes from the drop-down menu.

This drop-down is displayed only when Next Steps is selected in report options.

The account number associated with the group.

The name of the account associated with the group.

The market segment code that defines the type of business.

The address of the booking contact.

Indicates whether it is a private address.

However, the title of this field in sales call detail report is Primary Address.

The phone number of the booking contact.

Indicates whether it is a private number.

However, the title of this field in sales call detail report is Primary Number.

The name of the booking contact.

The name of the sales manager.

The name of the conference service manager.

Indicates the guest’s origin, that is, where the guest came from or heard about the property.

The title that precedes the guest’s name.

The email address of the guest.

Shows True if it is a private email.

The name of the company.

The name of the catering manager.

The sales call type code.

The date the last call was made.

The next step code for the sales call.

The date when the trace was last run.

The date when the call record was created.

The name of the manager who created the call record.

The manager code to which the sales call trace is linked.

The title of the sales call.

The comments entered, if any.

The number of sales calls made is shown.

Other Details

The contact type code of the booking contact.

The phone number of the booking contact.

The email address of the booking contact.