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HB Client - Default Report Fields

  • Updated

When you EXPORT directly or Create a Template from the Default Report titled HB Client, there are set defaults settings and default report fields selected.  They were set to match or closely match the Legacy HB Client Report.

hb client and view bids step 2 (1).png

  • Summary Page Grouping – Defaulted to show Suppliers that have submitted proposal RFP Status on the Summary Page. 

HB Client - show responses on the summary page.png

  • Summary Page Report Fields - Defaulted Report Fields:
    • Venue Name
    • Venue City
    • Venue Guest Rooms
    • Proposed Dates
    • Availability
    • Average Daily Rate (ADR) by Room Type
    • Total Food and Beverage Minimum
    • Additional Fees

NOTE:  You can add in the Venue Website, Additional Questions/Custom Questions, etc. when you create and save a template.  Currently Room Rate Range is currently defaulted but will be removed soon.

  • Submitted Proposal Page –  Most all RFP response report fields are selected/defaulted to appear on this page in each section below:
    • Venue Information
    • General Information
    • Meeting Package Information
    • Guest Room Information
    • Meeting Package Information (Alternate 1)
    • Guest Room Information (Alternate 1)
    • Meeting Room Information
    • Tax Information
    • Food and Beverage Estimated Cost Information
    • Internet, Guest Rooms, and AV Estimated Cost Information
    • Meeting Room Rental Estimated Cost Information
    • Miscellaneous Estimated Cost Information
    • Attachments
    • Additional Questions (Custom Questions) *

*Be sure to remove any fields you don’t want your client to see.  i.e. HB Placement Fee Agreement custom questions.

NOTE:  Report Fields Not defaulted: Preferred Supplier, Supplier/Hotel Key Contact, and Commission report field from Supplier side of Cvent. (In their response to Commission.)