Notes Report - Version 2 only

This report is only available in the Version 2 of our Reports Module

Click here to understand "What Version do I have?"

Let's first look at where you can add your own Custom Notes Types to make this report really work hard for you.  List Management Article OR List Management Video

Now let's talk about the Report.  So much you can do with this report. 

The Basics - 

• you can select a date range,
• all Notes Types, individual notes types or multiple notes types,
• you can select the particular reservation status,
• you can even include deleted notes, and THEN
• you can Sort the Report by multiple criteria.
• Click RUN REPORT!

The Report comes out with 2 parts

- the top shows you the criteria you selected for the report - in case you forgot.

In the sample report I selected:

Date Range - the upcoming week,

Notes Types - ALL Notes types except email,

Reservation Status - Reserved, Confirmed or Guaranteed ,

Deleted Noted - NOT included, and

Sorted by - Stay Dates.

- then it includes the details of the report sorted in the method you selected.

This report came from a new property that is still learning how their property can utilize the system best and seeing this list, I would advise them to add a few options to the Notes.  I would advise them to add VIP, Do Not Rent, Pets, Room Requests if they think those will be popular notes.

At the very top of the report, you have the option to:

• Download to excel
• download .pdf
• print as .pdf
• SAVE - save the report and its criteria for easy access
• RUN REPORT - get the results of your selected criteria
• Edit - quickly change the criteria of the report

If you Save the particular criteria of this report (Saved Report - Version 2 only), you can later add it to a Batch Report - Version 2 only and email it.  

Updates 10/21/22 sfs

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