Consultant Report

A consultant is allocated to a reservation by selecting reservations from the Reservation Requests module. A consultant can be allocated or changed from the Reservation > Details screen by a consultant-user with Reservation: Management access. The allocated report displays reservations allocated to a consultant on a specific date or date range with optional filters applied.

Click here for Consultant Report functions »

Consultant Report Filters

  1. Select the date range for the report, any reservations that are allocated to the selected consultant on or within the selected date range will be listed in the results.
  2. Select a property filter (by clicking the Search button and selecting a record from the list).
  3. Select a status filter.
  4. Select the consultant filter for the report.
  5. Select the number of reservations to be displayed per page split. Where no ‘per page’ is selected, the List Report displays 20 records per page and the Detailed Report displays 1 record per page.

Terms and Definitions

Generate List Report This will generate a list of reservations that match the filter criteria. The reservations will be grouped by property.
Generate Detailed Report This will generate a detailed report of all reservations that match the filter criteria. From this report additional options are available including:
  • Show/hide: If the user selects Generate Detailed Report, information can be displayed or hidden on this part of the report. This enables the user to view detailed reservations. The show/hide options are only available once a report has been generated and includes: reservation notes, guest information, extras notes and internal memos. To include them on the report, click the respective buttons (the buttons will become impressed).
Open as PDF This will open the report in Adobe Acrobat from where the report can be printed or emailed.
Email as PDF This will open the report as a PDF email attachment.
Print Report Opens the Windows Print dialog pop-up, page splits need to be printed individually from here.
View Occupancy Calendar Exits the report and opens the Occupancy calendar.