F&B

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