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Reports (revenue dashboard)

The Reports page is a compact revenue and dunning dashboard. It pulls together the headline numbers you want to see at a glance — total revenue, confirmed bookings, average per booking, and occupancy — and pairs them with a chart of revenue by pitch type and an invoice-aging panel you can act on. It is the screen to open when you want to know how the month or the year is going financially, and to send reminders for invoices that are running late.

This page is distinct from the larger Berichte hub. Berichte holds 16 detailed report tabs you typically download for accounting; the Reports page is meant to be looked at, not exported.

How to find it

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The Reports page lives at /reports but is not in the sidebar by default in the current build. The sidebar’s “Berichte” group links to the German Berichte hub, which is the primary reporting screen for most operators. You can still reach /reports directly by typing the URL after your dashboard host (for example https://your-tenant.campone.ch/reports), or by following links from the Dashboard if your tenant exposes a “Reports” tile.

If you cannot see this page and would like to use it, ask your CampOne contact whether the revenue dashboard should be exposed in your sidebar.

What’s on the page

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Page title and date selector

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The header shows “Berichte” (or “Reports” in English) plus a date-range selector that controls which period the KPIs and chart are calculated over. The default is the current month; you can switch to the running year or pick custom dates.

KPI cards

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Four headline tiles across the top:

  • Total revenue — sum of confirmed booking value plus extras for the selected period, in CHF.
  • Confirmed bookings — number of bookings whose status is confirmed within the period (cancellations excluded).
  • Average per booking — total revenue divided by the confirmed-booking count, in CHF. A rough guide to the value of a typical reservation.
  • Occupancy % — days booked divided by days available, expressed as a percentage. This is a simple ratio across the whole site for the selected period; for a per-pitch-type view, use Berichte → Belegung or the Occupancy report.

Revenue-by-pitch-type chart

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A bar chart breaks the period’s revenue down by pitch type — for example Camping, Dachboden, Jahresplatz, and any other types you have configured. Each bar is coloured by type, the y-axis is revenue in CHF, and hovering shows the exact amount. You can click a type in the legend to hide or show that bar, which is useful when one category dominates the chart and you want to inspect the smaller ones.

Invoice-aging panel

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The bottom of the page is your dunning workspace.

  • Aging buckets — three summary chips show how much money is outstanding in the 0–30 days, 31–60 days, and 60+ days buckets, measured from the invoice due date.
  • Overdue invoices table — invoice number, guest name, due date, total amount, days overdue, plus per-row actions to send a reminder or mark the invoice as paid.
  • Bulk reminder button — triggers reminder emails for every overdue invoice in the table, after a confirmation dialog.

Common workflows

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Read the month at a glance

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Open the page, leave the date range on its default (current month), and read the four KPI tiles. Glance at the chart to see which pitch types contributed the revenue. If a category looks unusually low, switch to Berichte → Umsatzbericht for a more detailed breakdown.

Chase a single overdue invoice

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Scroll to the invoice-aging table, find the invoice, and click Send reminder. CampOne emails the guest using the standard reminder template. If the guest pays you offline (cash, bank transfer), click Mark paid to settle the invoice and remove it from the list.

Send reminders in bulk

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Use Send all reminders when you do a once-a-month or once-a-week dunning round. CampOne sends a reminder email for every overdue invoice in the table. Confirm the dialog before it runs. The bulk action does not show individual success or failure messages — if a guest has no email on file, the reminder for that invoice is skipped silently. Spot-check the list afterwards, or for higher-stakes invoices send reminders one by one so you can react to email failures.

Hand revenue figures to your accountant

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The Reports page itself does not export. To give your accountant numbers, switch to Berichte and use the Buchführung, MwSt, or Umsatzbericht tabs, or use the Export hub.

Tips and gotchas

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  • Refresh interval. The KPI tiles cache their data and refresh roughly every five minutes. If you just confirmed a booking and the totals haven’t moved, give them a moment.
  • Empty chart. If the chart shows no bars, you have no revenue in the selected period. Widen the date range or check that bookings are confirmed (drafts and cancellations don’t count).
  • Cancellations and refunds. The KPIs and chart count confirmed booking value only. Cancelled bookings drop out automatically; refunded amounts may still appear depending on how the cancellation was booked. For an exact picture, cross-check with Berichte → Stornierungen.
  • Reminders without an email. If a guest profile has no email address, the reminder fails silently. Either add the email in the Guest profile and re-send, or send a paper reminder from the Invoices page.
  • Occupancy is site-wide. The headline occupancy KPI is a single number for the whole site. It does not break out tents vs. cabins vs. annual pitches — for that, use the Berichte → Belegung tab or the dedicated Occupancy report.
  • Fiscal year boundaries. The page does not know about your fiscal year. If your year does not end on 31 December, set a custom date range that matches your fiscal close.
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