Property      
 
  Creating a rate sheet  
  A rate sheet report displays a summary of all rates setup for properties. All users can access the rate sheet, although the filters available on the rate sheet depend on the users access control. The rate sheet can be accessed from the Report main menu.

The rate sheet enables users to:

  • Produce a summary of rates captured for properties in a selected date range
  • Printed or email the rate sheet

The first step in generating the rate sheet is to setup the required filters for the rate sheet:

 
   Date range
  • Select a start and end date range for the rate sheet
    • Selected rate types that fall on or within this date range will be included in the rate sheet results
 
 Properties
  • Click the Set Property Filter button to select what properties to filter the rate sheet reports
  • Users only have access to properties they are allocated to in access control
 
 Rate type
  • Click the Select Rate Types button and select the rate types to filter the report by
  • External users only have access to rate types they have been allocated
 
 Property notes
  • Checking this field will display property notes for the properties filtered (at the end of the rate sheet)
 
 Components
  • This includes a breakdown of components that make up the reservation price
  • This option is available to internal users only
 
 Booking notes
  • Checking this field will display the booking notes (at the end of the rate sheet)
 
 Generate Price List
  • This will run the rate sheet report - the results will be displayed below the filter area