Reports v2: Reservation Cards

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

A brand-new card-based look has been provided to the existing Reservation Details Report with new filters, to make it easier to view the desired reservations.

Inputs

rc1.png

Stay On Date Range

Generates the Reservation Cards report based on the stay dates of the Guest Reservations.

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

  • Today,
  • Tomorrow,
  • This Week,
  • This Month, (Default Value)
  • Next 7 Days,
  • Next 30 Days

Include Reservation Types

Select the desired Reservation types to be seen in the report, such as -

  • All Reservations,
  • Arrivals,
  • Departures,
  • Arrivals & Departures,
  • In house,
  • Departed

Sort Report By

This field has 21 input options, as -

  • Reservation Number,
  • Guest Name,
  • Reservation Status,
  • Room Number,
  • Arrival date, (Default Value)
  • Departure Date,
  • Number of Adults,
  • Country,
  • Rate Plan,
  • Promo Code,
  • Market Segment,
  • Channel,
  • Payment Method,
  • Total Payments,
  • Account,
  • Balance,
  • Room Charges,
  • Incidentals,
  • Fees,
  • External Reservation #,
  • Total.

Sorts the report based on the drop-down option selected.

Example - If Arrival Date is selected from the drop-down options, then the entire report is sorted based on the arrival date of the reservation in descending order (most recent date first).

Only Include Reservations with

To generate the report specific to one or all conditions related to the reservations, that have either or all of -

  • Unpaid balance,
  • Unassigned room,
  • No payment method.

Booked on Date Range

Generates the report with reservations that are booked during a certain date range, as selected by the user. If the user would like to include reservations without any restriction, then the option “All” can be selected from the dropdown.

The list of options include -

  • All,
  • Today,
  • Yesterday,
  • Last Week,
  • Last Month,
  • Month to Date.
Outputs

rc.png

Report Header

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

Reservation Cards

Displays a card for each Reservation and its information in a much cleaner format.

A callout is provided in the left column, if a reservation is ‘Unassigned’, has an ‘Unpaid Balance’ or ‘No Payment Method’ on file

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