Reports v2: Reservation History

Created by Alex Savchuk, Modified on Fri, Mar 15 at 7:11 PM by Alex Savchuk

A brand-new Reservation report that focuses on listing out all the changes made on all the reservations for a selected date range.

This report is great for tracking down changes that were made to a reservation and all the changes that happened on a specific date/time range or changes that were made by a specific user.

Inputs

rh1.png

Transaction Date Range

Select a date range from the predefined set or pick a custom date range, to retrieve the Transaction history logs.

The predefined options, along with a custom date picker for this field are -

  • Today, (Default Value)
  • Yesterday,
  • Last Week,
  • Last Month.

Include Reservation History Categories

Option to include the Reservation History Categories such as -

  • Folio items,
  • Payments,
  • Reservation changes.

By default, these options are checked and the user can change as desired.

Sort Report By

This field has 5 input options, such as -

  • Guest Name, (Default Value)
  • Reservation Number,
  • Change Category,
  • Date and Time,
  • User.

Include Data from

To filter the report data by a ‘User’ (name) to see all the reservations that the specified user interacted with (created or updated).

In order to view the report as other users, a special "Run Report as other users" entitlement is required which can be assigned to each role, from the Admin panel.

Shift Time

To retrieve the data for a time frame. The start time is mapped to start date of Transaction Date range and the end time is mapped to the end date.

Outputs

rh.png

Report Header

Displays the report criteria and inputs, that enabled the report to be generated.

Summary View

Displays a summary view of each Reservation related Transaction Category and a corresponding count of logs included in the report.

Detailed View

Displays a detailed view of each Reservation related Transaction log, sorted by the selected filter.

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