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Reservation by Rate Plan Report

Gabriela Garcia
Updated

Overview

The Reservation by Rate Plan Report provides a comprehensive breakdown of your bookings categorized by their assigned pricing strategies. Use this report to monitor the performance of specific promotions, evaluate your revenue management strategies, and track which rate plans drive the highest occupancy across your room types.

 Important Details:

  • Cloudbeds PMS Only: This report strictly displays rate plans created and managed natively within Cloudbeds PMS; it does not track promotional rate plans configured directly on third-party OTAs.
  • Base Rates and OTA Bookings: For reservations made using your base rate (standard rate) or imported from an OTA rate plan, the report will display the booked Room Type but will not show a unique rate plan breakdown.

Access the Reservation by Rate Plan Report

  1. From the Main Menu Main menu icon.png, click Reporting
  2. In the Search Reports bar, type Reservation by Rate Plan (or scroll to the Production section)
  3. Click on Reservation by Rate Plan Report (the report will open in a new tab)

Animated demonstration showing a user opening the Main Menu, selecting Reporting, typing "Reservation by Rate Plan" into the Search Reports bar, and clicking on the Reservation by Rate Plan Report from the results to open it in a new tab.

Apply Filters and Analyze the Report

You can filter the report by:

  1. Search for reservation #, room #, or name: View a specific reservation by entering the reservation number, room number, or guest name. Leave the field blank to see a complete list of all your guests.
  2. Date Booked
  3. Check-in  Date
  4. Check-out Date
  5. Rate Plans
  6. Room Type
  7. Click Apply to generate the report

The report consists of the following fields:

  1. Reservation Number: Cloudbeds PMS reservation number
  2. Name: The first name of the primary guest
  3. Surname: The last name of the primary guest
  4. Arrival Date: The reservation check-in date
  5. Departure Date: The reservation check-out date
  6. Room Type: The room type that was booked, including the rate plan name.

Export To option

Find the Export To button at the top right corner of the page to download it as a PDF or Excel file.

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Comments

3 comments
Date Votes
  • Avatar
    Maggie Pline

    The ability to search reservations (for all sources including OTA, GDS, etc.) by rate plan is functionality that is needed.

    3
  • Avatar
    Juss Reyes

    Hi, Maggie Pline!

    Thank you so much for your comment; we appreciate your feedback 💙

    Please, feel free to access our Cloudbeds Community to submit your idea. Once approved, it will be visible to everyone and available for votes.

    Kind regards!

    0
  • Avatar
    Lizi Gigauri

    Would love to see the revenue per rate plan whenever we have limited time promotions with smaller quantity of bookings. The process of going into each reservation and counting the revenue lacks efficiency. 

    0

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