Reports - Know exactly what is happening with your bookings

About this course

Course Overview

The objective of this training session is to have the knowledge and understanding of how to utilise the key reports within iPro.

When running a short term rental agency, you want to know your revenue, occupancy, who's checking in and who is due to pay.  

Lesson 1: How to use the the report dashboard

About the lesson:

Within this lesson you will learn how to customise and configure your dashboard to highlight the most important stats or actions based on your specific role.

Lesson 2: How to use the payment reports

About the lesson:

Within this lesson you will learn how to utilise some of the most important reports, who is due to pay and who is overdue.  These reports should be used as a back up to the automation.

Lesson 3: How to use the financial reports

About the lesson:

Within this lesson you will learn how to use the financial reports, clearly showing your revenue and commission based on various factors.

Lesson 4: How to use the check in & out reports

About the lesson:

Within this lesson you will learn how to use the check in / out reports, so you know who is arriving and departing and when.  Keeping owners and 3rd parties updated as required.

Lesson 5: How to use the guest information report

About the lesson:

Within this lesson you will learn how to use the guest information report, an additional report specifically for clients where they must supply the specific information to the local police or government.

Lesson 6: How to use the contract renewal report

About the lesson:

Within this lesson you will learn how to use the contract renewal report and why we believe you should use a rolling contract with regular communication and improvements.

Lesson 7: How to use the agency income report

About the lesson:

Within this lesson you will learn how to use the agency income report, this report will provide a complete breakdown of all the income receive per booking.  The report will break down your tax liability per month.  

Lesson 8: How to use the banking report

About the lesson:

Within this lesson you will learn how to use the banking report, so that you can reconcile your various bank accounts to ensure the payments recorded within iPro match with your bank.

Lesson 9: How to use the transaction report

About the lesson:

Within this lesson you will learn how to use the transaction report, this report should show that your income is always higher than your outgoings to owners.

Lesson 10: How to use the deferred payments report

About the lesson:

Within this lesson you will learn how to use the deferred payments report, this report allows you to track that OTAs such as Airbnb have correctly paid out for bookings once the guest has checked in.

Lesson 11: How to use the relet report

About the lesson:

Within this lesson you will learn how to use the relet report, a tool to maximise availability when a guest cancels track and rebook and automatically refund guests based on the rebooked amount

Lesson 12: How to use the property cashflow report

About the lesson:

Within this lesson you will learn how to use the property cashflow report, how much money is being held for each property that is not your own.

Resources

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How To Guides - Reports