Reports v2: Reservation Details

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

With the existing Reservation Details being transformed to Reservation Cards, an additional reservation details report is provided with 40 columns of data, focusing on every single piece of Guest information. 

This report is not intended to be printed and is for download to excel only if you need to export the full reservation details.

Inputs

rd.png

Stay On Date Range

Generates the Reservation Details 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,
  • Month to Date, (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 28 input options, such as -

  • Property Name,
  • Reservation Number,
  • Guest Name,
  • Reservation Status,
  • Room Number,
  • Arrival date, (Default Value)
  • Departure Date,
  • Number of Nights,
  • Number of Adults,
  • City,
  • Territory,
  • Country,
  • Rate Plan,
  • Promo Code,
  • Booked On,
  • User Booked,
  • Market Segment,
  • Referral,
  • Channel,
  • Payment Method,
  • Total Payments,
  • Total Charged,
  • Balance,
  • ADR,
  • Notes,
  • Tasks,
  • External Reservation #

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.

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.

Outputs

rd1.png

Report Header

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

Detailed View

Displays a detailed view of each Reservation as a row, to accommodate every detail about the Guest reservation at a single place.

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

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