Working with Reservation Standard Reports

Reservation Standard Reports are used to filter and generate management reports and statistics. This report window can be accessed from the occupancy calendar (by clicking the Go to Reports button) or from the Reservation > Standard Reports menu item.

Click here for Report Terms and Definitions »

To Generate a Report

1. Select a report date range (the date range filters reservations where a reservation's travel dates fall over or within the set date range).
2. Optional: Set report filter criteria including: property, status, consultant, source, originator or agent.
3. 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.
4. Once you have set all the filter settings for the report, click on the List Report or Detailed Report button.

Terms and Definitions

List Report	This will generate a list of reservations that match the filter criteria. The reservations will be grouped by property.
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.