The Contracts Report is a brand-new report that separates contracts from transient reservations in the Dockwa system. Contracts and reservations have historically been displayed and stored within the same locations in the Dockwa system which has caused confusion for both the marina and boater. This is no longer the case. Want to learn more about the new Contract Management Page? Take a look at this article: Contract Management Page
Similar to the Reservations Report, the Contracts Report is a summary report of basic financial information associated with specific contracts during a selected time period. This is a high-level report and is generally not used for revenue recognition purposes.
Accessing the Report:
- Select the “Reports” Tab from the navigation bar on the left-hand side of your screen
- Select “Contracts” from the list of reports
- Select the date range that you would like to include within your export.
- Select the “Export” button
- Select the “Download” button from the Recent Exports list. This will open the report in Excel on your computer. The report will also be emailed to you and you can download it through that email as well.
Report Information Breakdown
The Contracts Report is made up of the following columns. Each contract will have its own row in the Contracts Report. Please note that the number of columns may increase depending on if you use custom fields within your contract groups.
|What status the contract is in (ex: signed, completed in-house, expired, etc). Reference this article for more details on statuses.
|Contract Quote ID
|A unique string of letters and numbers tied to the contract quote that was initially sent to the boater.
|Indicates which contract group the contract is tied to.
|The unique string of letters and numbers that identifies each Dockwa contract reservation
|The name of the customer associated with the contract.
|The email of the customer associated with the contract.
|The phone number of the customer associated with the contract.
|The name of the vessel associated with the contract.
|Vessel Length (Feet)
|Length of the vessel overall.
|Vessel Beam (Feet)
|Width of vessel overall.
|Vessel Draw (Feet)
|The distance between the waterline and the deepest part of the boat (also known as the “Draft”.
|Indicates if it is a power boat or sailboat.
|The brand/model of the vessel.
|The year the vessel was made.
|Indicates whether the contract represents dockage, moorage, or storage.
|Indicates which space group the vessel is assigned to in the system.
|Indicates which space name the vessel is assigned to in the system.
|Indicates the length overall of the space that the contract is assigned to.
|The price set for storage,dockage or moorage on a contract.
|What type of electric power the contract is tied to.
|Indicates whether the contract is on autopay or not.
|Contract Sign Date
|Indicates the date that the contract was signed.
|Indicates which revenue category the contract is tied to.
|Contract Start Date
|Indicates the date that the contract begins.
|Contract End Date
|Indicates the date that the contract ends.
|Indicates how many nights long the contract is.
|Indicates the payment structure of the contract (Ex: Upfront, monthly, etc).
|Indicates the price of electric that boater is paying for on the contract.
|Indicates any fees tied to the contract.
|Indicates any discounts tied to the contract.
|Indicates any charges tied to the contract
|Indicates any deposits tied to the contract.
|Indicates the amount of tax that has been charged on the contract.
|Indicates the contract total amount.
|Indicates the amount of money still owed on the contract.
|Indicates the amount of money that has been paid on the contract.