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Local Requirements
F&B Planning Report
📌 Purpose
This report is designed to help restaurant, bar, and F&B staff efficiently manage guests' meal plans.
📄 Data Source & Considerations
The report is based on reservation details and does not include payments or invoices.
- ✅ Included Reservation Statuses: Confirmed, Option
- 🏨 Included Room Types: Room, Conference Room, Garage, Technical
📆 Filtering Options
- 📅 Date Picker:
- Choose from predefined time intervals or set a custom date range.
- Maximum selectable range: 30 days!
- 🔍 Status Filter:
- Options: Arrival, Checked-in, Onboard, Checked-out
- If the Smart Solutions module is not enabled, "Checked-in" and "Onboard" are the same (green reservations on the calendar).
- If Smart Solutions is enabled, "Checked-in" includes guests who have completed online check-in.
📊 Key Metrics
The report includes three summary widgets, providing a quick guest count breakdown:
- 👨👩👧 Adults, Children, and Infants within the selected period
📋 Table Overview
- 🏠 Room Name: Matches the room name in the calendar view
- 👥 Guests (Ad/Chi/Inf): Number of guests per reservation, grouped by age
- 📛 Guest Name: Displays guest names from the reservation
- If multiple guests are in one reservation, all names are listed
- If a guest name is missing, "Accompanied Guest" is displayed
- 🍽️ Breakfast / Lunch / Dinner: Displays meal assignments
- Format: Quantity before the meal name (e.g., "2x Breakfast")
📌 Meal services only appear if they are assigned to the correct system categories!
- ✅ Accepted Categories: Breakfast, Lunch, Dinner (found in Settings → Services → Service Categories)
- ❌ Custom categories won't appear (e.g., if "Continental Breakfast" is assigned to a custom "Meal" category, it will not be included)
The report includes both "included" and "not included" meal types.
📂 Export & Printing
- 📌 All table columns can be toggled on/off for customization
- 🖨️ The report can be printed for staff who prefer paper copies
🔧 Optimizations:
✔️ Guest numbers are now separated by slashes (/
) instead of commas
✔️ Guest names are listed separately but remain comma-separated
✔️ Meal quantities now appear before the meal name
✔️ Hamburger menu settings now apply to all columns at once