Create an upsell report
Follow the steps below on how to run an upsells report:
Click the insights tab.
On the left click build a report.
On the right, under the header report type click the button named Upsells.
4. The room reservation report will appear by default. You will need to click the X to remove this report. The only data that will now populate is regarding upsells.
5. Insert the correct date range.
6. Click run report.
7. A report will populate with data regarding your upsells.
How to view upsells attached to a reservation
Below will outline how to pull an upsell report specific to reservations.
If you need to see what reservation has an upsell attached to it then you can find this information via the rooms reservation report.
Follow the steps below to pull this report:
Click Booking Engine along the top navigation.
On the left navigation click Room Reservation Report.
Under the header Search By click the relevant option from the drop down: Reservation Date, Checkin Date or Checkout Date.
Enter a From and To date using the drop down menu.
Click More Options. This will open new options to include in your report.
Click Accommodation Amount under the header Finance Details.
Click Search reservation.
A list of reservations will appear.
You will need to compare the Amount and Acc. Amount of each reservation in this screen. If the amount is higher than the Acc. Amount this indicates an additional extra has been added to the reservation.
If the amounts are the same there is no additional extra added to the reservation.
If it is the case you need to see what the upsell associated with the reservation is you will need to click details.
In this screen navigate to the bottom to the Rooms section.
Select the magnify glass icon.
The Upsell will list along with the rate title and price if the reservation is more than a one night stay.