Reports v2: Reservation List

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

The new Reservation List Report will allow users to view the key information for reservations within a given date range, including the ability to filter for reservations that have an unpaid balance, no payment method on file, and/or no room assigned.

A new UI and some additional features have been provided to the existing report, but the basic report remains the same.

Inputs

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Stay On Date Range

Generates the Reservation List 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 13 input options, as -

  • Reservation Number,
  • Guest Name,
  • Reservation Status,
  • Reservation Type,
  • Room Number,
  • Arrival date, (Default Value)
  • Departure Date,
  • Previous Stays,
  • Adults,
  • Children,
  • Room Revenue,
  • Other Revenue,
  • Total Revenue.

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.

Include Revenue

A check box to include the financial details of each reservation.

When checked, the following Revenue details are included -

  • Room Revenue,
  • Other Revenue,
  • Total Revenue.

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

The output section is divided into Summary and Detailed views, where the Summary view is per Reservation type, while the Detailed view is more specific to each Reservation.

 

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Summary View

Displays a summary view of Reservations, Revenue, and Guest count per Reservation type.

Detailed View

Displays a list of all the Reservations within the selected date range, with details about each reservation in a separate row. 

The report highlights reservations that are ‘Unassigned’, have an ‘Unpaid Balance’ or ‘No Payment Method’ on file.

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