Skip to main content

Reports

Reports is a module in the Front Office System that provides comprehensive performance and operational data. It includes various report types such as occupancy, revenue, payments, extras, and others. These reports help the property monitor activity, analyze trends, and support decision-making with accurate, up-to-date information.

Each report includes filter options and export features to allow users to customize and download the data as needed.

Dashboard​

Provides a visual summary of key performance indicators such as bookings, occupancy rate, and revenue. The dashboard includes summary blocks, data tables, and comparison charts to help track daily and monthly performance.

How to Use Dashboard​

  1. Go to Reports > Dashboard. reports
  2. The system will display metrics for today by default. reports
  3. Use the Date Picker to view metrics for a specific date.
  4. Click send report by email to send the report. reports
  5. The following tools are available to interact with the dashboard:
    • Change number of rows shown (e.g., 1000 rows)
    • Export logs to Excel or PDF
    • Adjust visible columns with Column Visibility
    • Use the right-hand Search box to filter logs by keyword
    • Use search field to to filter or quickly locate specific entries. ![reports][https://res.cloudinary.com/dayo5hqig/image/upload/v1747206879/02.dashboard-_3_olnnqw.png]

[!NOTE]

Troubleshooting Use Dashboard​

Dashboard does not load or displays blank data

  • Ensure you have a stable internet connection. A slow or interrupted connection may prevent the dashboard from loading data.
  • Try refreshing the page. If the issue persists, log out and log in again to refresh your session.

Metrics are not updating based on selected date

  • Make sure you select a valid date using the Date Picker. Avoid selecting future dates where no data exists.
  • Wait a few seconds after selecting the date to allow the system to load the corresponding data.

Send Report by Email button is not working

  • Check that your account has a valid email address configured in the system settings.
  • Try again after refreshing the page; if still unresponsive, there may be temporary server issues.

Export to Excel or PDF not downloading

  • Ensure that pop-ups or downloads are not being blocked by your browser settings.
  • Try using a different browser or clear your browser cache.

Search and filter do not return expected results

  • Verify that you’re using the correct keywords or values that exist in the current data view.
  • The search is case-insensitive, but it may not recognize partial matches depending on configuration.

Column Visibility settings are not being applied

  • After changing column visibility, wait a moment for the table to adjust.
  • If changes are not reflected, try refreshing the page and repeating the action.

Occupancy Report​

The Occupancy Report displays room occupancy based on selected properties, room types, and date range. It provides insights into booking patterns, availability, and usage, either in summary or daily detail format.

How to Use Occupancy Report​

  1. On the Reports page, click Occupancy Report. reports
  2. In the filter section, complete the following fields:
    • Property: Select the property to report on.
    • Room: Check the room types you want to include.
    • Based On: select between Stay Dates or Created Reservation.
    • Year: Select the year for analysis.
    • Date Range: Set the start and end dates. reports
  3. Choose one of the following options:
    • Click Show Report to display a summary view by month. reports
    • Click Show Occupancy Daily Report to view detailed daily occupancy per room type. reports

[!NOTE]

Troubleshooting Use Occupancy Report​

Report does not load or shows blank data

  • Ensure all required filter fields (e.g., Property, Room, Year, Date Range) are selected correctly.
  • Try reducing the date range to a shorter period to avoid performance issues when loading a large dataset.
  • Refresh the page and reapply the filters if data is not shown after clicking the button.

Show Report / Show Occupancy Daily Report button not responding

  • Check if your internet connection is stable. Network disruptions may prevent button actions from executing.
  • Ensure all mandatory filter fields are filled before clicking the button.

Room types are missing or not appearing in the list

  • Verify that the selected property has the relevant room types configured in the system.
  • Try reloading the page and selecting the property again to refresh the room type list.

Wrong data appears in the report (e.g., wrong dates or room types)

  • Double-check that the correct filter options were selected before generating the report.
  • Make sure the correct basis is selected in the Based On filter (e.g., Stay Dates vs. Created Reservation).

Date Range selection is not working as expected

  • Avoid selecting dates outside of the available data range configured in the system.
  • If the calendar widget doesn’t respond, refresh the page or try a different browser.

Daily Occupancy Report shows overlapping or inconsistent values

  • This could indicate incorrect reservation data. Verify reservations have correct room assignments and status.
  • If inconsistencies persist, contact your system administrator for a database check.

Agent Report​

The Agent Report displays the number of bookings and total revenue grouped by agents. It helps monitor performance from different distribution sources, such as OTA, travel agencies, or direct channels. Users can choose to view monthly summaries or detailed daily data.

How to Use Agent Report​

  1. On the Reports page, click Agent Report. reports
  2. In the filter section, complete the following:
    • Property: Select the property to report on.
    • Room: Check the room types you want to include.
    • Based On: select between Stay Dates or Created Reservation.
    • Year: Select the year for analysis.
    • Date Range: Select the start and end dates. reports
  3. Choose one of the following options:
    • Click Show Report to display a summary grouped by agent. reports
    • Click Show Agent Daily Report to view detailed daily booking and revenue per agent. reports

[!NOTE]

Troubleshooting Agent Report Issues​

Report data is empty or missing

  • Make sure you have selected a valid property and at least one room type. Without these, the report cannot generate results.
  • Confirm that the date range is correctly set and includes actual booking data.
  • Check the Based On setting — switching between Stay Dates and Created Reservation can affect which bookings are included.

Yearly or daily report doesn’t reflect expected agents

  • Ensure bookings were made through agents; if bookings were made directly by guests, they will not appear in this report.
  • Select the correct year and confirm that the date range falls within that year.
  • If you're viewing the Agent Daily Report, verify the date range is not too wide, which may cause performance issues or long loading times.

Totals seem inaccurate

  • Check if multiple rooms or sub-properties are excluded from the filter — only selected items are calculated.
  • Currency is not shown or selectable in this report, so make sure your interpretation of totals considers the system’s base currency.

Buttons not responding

  • Refresh the page and try again.
  • Ensure a valid date range and required filters are selected before clicking Show Report or Show Agent Daily Report.

Revenue Report​

The Revenue Report provides a breakdown of revenue generated by room types over a specific period. It allows filtering by property, room type, currency, and includes an option to display extras. The report can be viewed in summary or daily format.

How to Use Revenue Report​

  1. On the Reports page, click Revenue Report. reports
  2. Fill in the following filters:
    • Property: Select the property to analyze.
    • Room: Check the room types to include.
    • Year: Choose the reporting year.
    • Currency: Select the currency for the report.
    • With Extra: Check this option if you want to include extras in the revenue.
    • Date Range: Define the start and end dates. reports
  3. Choose one of the following:
    • Click Show Report to display a summary view grouped by month and room type. reports
    • Click Show Occupancy Daily Report to view a detailed daily breakdown per room type. reports

[!NOTE]

Troubleshooting Revenue Report Issues​

No data displayed after clicking Show Report or Show Occupancy Daily Report

  • Ensure the correct property is selected. Reports will not generate without a selected property.
  • Confirm at least one room type is checked — the report only includes selected room types.
  • Check the date range and make sure it falls within the selected year.
  • If you selected a currency, make sure transactions exist in that currency.
  • For Show Occupancy Daily Report, large date ranges may take longer to load or result in empty data.

Revenue values appear lower than expected

  • Check whether With Extra was checked — extras are excluded if the box is unchecked.
  • Confirm that all applicable room types were included in the filter.
  • Verify that bookings with expected revenue were actually recorded in the selected date range and currency.

The currency shown is not what I expected

  • Ensure the correct Currency is selected in the filter.
  • The system does not automatically convert currency values — reports are based on the original transaction currency.

Slow or unresponsive report generation

  • Narrow down the date range or reduce the number of room types selected.
  • Avoid running wide-range daily reports during peak usage hours to prevent timeouts.

Sales Report​

The Sales Report summarizes room and extra sales across a defined period. It supports detailed filtering including sub-room, owner, and POS sales. The report can be viewed either in room-based detail or combined with POS data.

How to Use Sales Report​

  1. On the Reports page, click Sales Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include.
    • Based On: Choose how the report is grouped (e.g., by guest name or source).
    • Date Range: Set the start and end dates.
    • Add Datas: Select which data points to include.
    • Subroom: Select a specific subroom if applicable.
    • Owner: Select the owner if the property is managed under owner structure. reports
  3. Choose one of the following:
    • Click Show Sales Report Details to generate a room-based report with guest and rate details. reports
    • Click Show Sales With POS to include point-of-sale (POS) transactions in the report. reports

[!NOTE]

Troubleshooting Sales Report Issues​

Report does not generate or appears blank

  • Ensure a property is selected — this is required to load any report.
  • Make sure at least one room type is checked. Reports will only reflect selected rooms.
  • Confirm that the date range is valid and covers periods where data exists.
  • If using Subroom or Owner filters, check that relevant data exists under those selections.

Some expected bookings or sales are missing

  • Verify that the selected Based On option (e.g., Guest Name or Source) includes the type of data you're expecting.
  • Double-check that the Add Datas options include the specific metrics or details you want to see.
  • If using Show Sales With POS, ensure that POS transactions exist for the selected property and dates.

POS transactions not appearing in the report

  • Confirm that the Show Sales With POS button was clicked instead of the regular sales report.
  • Make sure POS sales were recorded within the selected date range and are linked to the selected rooms or owner.

Incorrect or unexpected data grouping

  • Revisit the Based On filter and ensure it matches how you want the report grouped (e.g., by guest name, OTA, or booking source).
  • Change the grouping filter and re-run the report if necessary.

Payment Report​

The Payment Report displays all payment transactions within a selected date range. Users can group data by transaction type and filter by user, room, and property. This report is useful for tracking payment history and verifying financial activity.

How to Use Payment Report​

  1. On the Reports page, click Payment Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include.
    • Date Range: Set the start and end dates.
    • Group by Transactions: Check this option to group similar payment entries.
    • User: Select the user who performed the transaction (optional). reports
  3. Click Show Payments Details to generate the report. reports

[!NOTE]

Troubleshooting Payment Report Issues​

No payments appear in the report

  • Make sure you have selected a valid Property. Reports cannot be generated without selecting at least one property.
  • Ensure that you have checked at least one Room Type. If no rooms are selected, no payment data will be shown.
  • Confirm the Date Range includes the payment dates you're expecting to see.

Some payments are missing

  • If you are using the User filter, ensure the correct user is selected. Payments made by other users will be excluded.
  • Check if the Group by Transactions option is causing multiple records to be merged into one. Try unchecking this to see individual entries.
  • Payments made through POS or external platforms might not appear here if they were not properly synced to the system.

Unexpected payment totals

  • Double-check if the Group by Transactions checkbox is affecting the displayed amount by grouping similar payments.
  • Make sure you're not filtering by a specific user unless intended — this may cause totals to appear lower than expected.

Report is slow to load or does not generate

  • Try narrowing the Date Range to a shorter period to reduce the data load.
  • Confirm internet connectivity and refresh the page if the system appears unresponsive.

Extra Report​

The Extra Report displays a list of additional items or services consumed by guests during their stay. It helps track usage of extras such as food, amenities, or other chargeable services. The report can be filtered by item, guest name, room, and transaction source.

How to Use Extra Report​

  1. On the Reports page, click Extra Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include.
    • Date Range: Set the start and end dates.
    • Based On: select between Check In Dates or Extra Dates. reports
  3. Click Show Extra Report to generate the report. reports

[!NOTE]

Troubleshooting Extra Report Issues​

No extras appear in the report

  • Make sure a valid Property is selected. Without selecting a property, the system cannot retrieve any data.
  • Verify that you have checked the appropriate Room Types. If none are selected, the report will return empty.
  • Ensure the Date Range covers the period in which the extras were recorded.

Extras are missing or incomplete

  • Check the Based On filter — switching between Check In Dates and Extra Dates may yield different results depending on when the extras were added.
  • Confirm whether the missing extras were recorded in the selected rooms and date range.
  • If extras were added manually or via POS, verify that they are properly tagged and assigned to the correct booking.

Incorrect quantity or total amount

  • Review the booking records to verify that the extras were entered correctly (e.g., quantity, pricing).
  • Ensure that any canceled or refunded extras are not included in the expected total.

Report not loading or taking too long

  • Narrow down the Date Range to a shorter period to reduce the processing time.
  • Refresh the page or check your internet connection if the system becomes unresponsive.

Country Report​

The Country Report summarizes guest origins based on selected criteria such as country, state, or city. It helps properties analyze guest demographics and market distribution. The report can be generated based on check-in dates or reservation creation dates.

How to Use Country Report​

  1. On the Reports page, click Country Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include.
    • Based On: Choose between:
      • Check-in Dates – to report based on guest arrival.
      • Created Reservation – to report based on booking creation date.
    • Group By: Select how to group the report: Country, State, City
    • Date Range: Set the start and end dates. reports
  3. Click Show Country Report Details to generate the report. reports

[!NOTE]

Troubleshooting Country Report Issues​

No data appears in the report

  • Ensure the correct Property is selected. Reports will not load without a selected property.
  • Check that at least one Room Type is checked. If no room is selected, the system returns no data.
  • Verify that the Date Range includes bookings or check-ins during that period.

Report shows incorrect or incomplete locations

  • Double-check the Group By filter. For example, grouping by City may result in fewer entries if city data is not consistently recorded.
  • Confirm that guest country, state, or city information is correctly filled in during reservation.
  • If many bookings have incomplete address details, consider grouping by Country instead for broader data.

Data doesn’t match other reports

  • Verify the Based On selection: switching between Check-in Dates and Created Reservation will yield different results.
  • Some reservations may be missing location information, leading to underreported data.

Report fails to load

  • Try narrowing the Date Range to reduce the load size.
  • Refresh the page or check your connection if the interface is not responding.

Daily Report​

The Daily Report provides insights into daily performance based on selected criteria. It helps properties track metrics like room occupancy, revenue, and other key performance indicators. You can generate the report for a specific day or a selected date range.

How to Use Daily Report​

  1. On the Reports page, click Daily Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include.
    • Select Day: Choose the specific day for the report. reports
  3. Click Show Daily Report to generate the report for the selected day. reports
  4. To generate the report for a date range:
    • Date Range: Set the start and end dates. reports
    • Click Show Daily Report for This Period to generate the report for the selected date range. reports
  5. To export the data, click Export All Data in Excel to download the full data in Excel format. reports

[!NOTE]

Troubleshooting Daily Report Issues​

Report shows no data for the selected day

  • Ensure that the correct Property is selected. The report will not display data without selecting a property.
  • Verify that you have selected the correct Room Types. If no room is checked, the report will be empty.
  • Confirm that there are bookings or activities on the selected day. If no events or bookings were made, no data will appear.

Data is incorrect or not matching

  • Ensure that the Select Day filter corresponds to the exact day you wish to analyze.
  • Double-check that all the bookings or activities for the selected day are properly logged in the system.
  • If using a Date Range, make sure that the selected period is correct, and there are no missing dates in your report.

Report is not loading or takes too long

  • Narrow the Date Range or reduce the number of selected Room Types to decrease load size and improve performance.
  • Refresh the page or check your internet connection if the report does not load or if there are performance issues.

Unable to export the report

  • Ensure you have the necessary permissions to Export Data. If you are restricted from exporting, contact your admin.
  • Verify that your browser allows downloads from the site, as browser settings may block the export.

Summary Report​

The Summary Report provides an overview of property performance, aggregating key metrics such as revenue, occupancy, and more. This report allows you to track overall performance for a selected period and currency.

How to Use Summary Report​

  1. On the Reports page, click Summary Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include.
    • Currency: Select the currency for the report.
    • Date Range: Set the start and end dates. reports
  3. Click Show Summary Report Details to generate the report. reports

[!NOTE]

Troubleshooting Summary Report Issues​

Report does not display any data

  • Ensure that you have selected a Property. Without a property selection, no data will be shown.
  • Verify that you have selected at least one Room Type. If none are selected, the report will be empty.
  • Check if you have selected the correct Date Range. If the range doesn't match any data, the report will not generate any results.

The report shows incorrect totals or values

  • Confirm that the Currency filter matches the currency used in the bookings. The wrong currency selection may cause discrepancies in totals.
  • Double-check the Date Range you’ve selected to ensure it aligns with the time period you wish to report on.
  • Make sure all the required data, such as room bookings and financial transactions, are properly recorded in the system.

Report is not loading or taking too long to generate

  • Try narrowing the Date Range to reduce the data being processed. A larger range with many records may slow down the report generation.
  • Refresh the page or check your internet connection if the report fails to load after waiting a few minutes.

Unable to export the report

  • Check if you have the necessary permissions to Export Data. If not, contact the system administrator.
  • Ensure your browser is set to allow pop-ups and downloads from the site to successfully export the report.

Time Report​

The Time Report provides an overview of property performance based on bookings originating from Online Travel Agencies (OTAs). This report allows you to track bookings and performance from different OTAs, filtered by specific room types, date ranges, and reporting criteria.

How to Use OTA Report​

  1. On the Reports page, click OTA Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include in the report.
    • Based On: Choose the reporting basis:
      • Check-in Dates – to report based on guest arrival.
      • Created Reservation – to report based on booking creation date.
    • Date Range: Set the start and end dates for the report. reports
  3. Click Show OTA Report Details to generate the report. reports

[!NOTE]

Troubleshooting OTA Report Issues​

Report does not show any data

  • Verify that you have selected a Property. If no property is selected, the system cannot generate the report.
  • Ensure you’ve selected at least one Room Type. An empty room type selection will result in an empty report.
  • Confirm that the Date Range is correctly set to a period when bookings were made or guests checked in. If the range does not match the data, the report will not return results.

The report shows incomplete or inaccurate data

  • Double-check the Based On filter. If you want the report based on check-in dates, but the report is showing results based on reservation creation, it could lead to discrepancies.
  • Review the booking records to ensure that all relevant OTA (Online Travel Agent) bookings are correctly recorded and attributed.
  • If discrepancies persist, check that the OTA integration is working correctly and that all external sources are syncing with the system properly.

Report is not loading or taking too long to generate

  • If the date range is too large, try narrowing it down to fewer dates or a smaller range to speed up the generation time.
  • Ensure your internet connection is stable and refresh the page if it seems to be stuck.

Unable to export the report

  • Make sure you have the necessary permissions to Export Data. If you don’t, reach out to your administrator for assistance.
  • If the export button is unresponsive, try using a different browser or clearing the browser cache, as this can sometimes resolve issues.

Housekeeping Report​

The Housekeeping Forecast provides an overview of the expected housekeeping requirements for a specific property based on the selected room types and date range. This report helps properties forecast room cleaning and staffing needs.

How to Use Housekeeping Forecast​

  1. On the Reports page, click Housekeeping Forecast. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include in the forecast.
    • Date Range: Set the start and end dates for the forecast. reports
  3. Click Show Forecast to generate the report. reports

[!NOTE]

Troubleshooting Housekeeping Forecast Issues​

Forecast does not show any data

  • Ensure that you’ve selected a valid Property and Room Types. If either of these are not selected, the forecast will be empty.
  • Double-check the Date Range to ensure it corresponds with the dates you're expecting to see. If the range is set to a period with no bookings, the forecast will show no data.

The forecast data is incorrect or inconsistent

  • Confirm that the room types are accurately assigned to the property for the forecast. Misassignment of room types could result in incorrect data being forecasted.
  • Review the booking and housekeeping data for any missing or inaccurate entries, such as missing cleaning schedules or reservation details.
  • If the data is consistently inaccurate, contact support to verify the housekeeping forecasting algorithm and integration with the booking system.

Unable to generate or slow report generation

  • Check if the Date Range is too wide. Narrowing the date range may speed up report generation.
  • If your internet connection is unstable, the report may take longer to load. Try refreshing the page or checking your connection.

Report is not loading or taking too long to generate

  • Try refreshing the page or clearing your browser’s cache and cookies to resolve loading issues.
  • If the issue persists, reduce the selected room types or shorten the date range to generate a smaller, more manageable report.

Night Audit​

The Night Audit report helps summarize the day's financial and occupancy data for the property, ensuring accuracy and reconciliation at the end of each day.

How to Use Night Audit​

  1. On the Reports page, click Night Audit. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Select Day: Choose the specific day for the audit. reports
  3. Click Check Night Audit to generate the report. reports

[!NOTE]

Troubleshooting Night Audit Issues​

Night Audit report is not generating

  • Ensure that you have selected a valid Property and a correct Select Day. If either is missing or incorrect, the system will not generate the audit report.
  • Make sure the Night Audit process has been completed successfully for the selected day. If there’s a pending audit, you may not be able to generate the report.

Report is incomplete or missing data

  • Check that the selected Date corresponds to a day when transactions were recorded. No transactions for that day will result in missing data in the report.
  • Confirm that the Property selected is correct and that the necessary data has been recorded for the audit period.

Unable to load or slow report generation

  • Refresh the page and try again. Sometimes, a slow connection or page error can cause delays in generating the report.
  • If the report is too large, try reducing the date range or limiting the report to specific room types to expedite the process.

Error message during report generation

  • If an error message appears, verify if all fields are filled correctly. Check that the selected date and property are both valid.
  • If the issue persists, contact support to troubleshoot the backend system, which may be affecting report generation.

Daily Revenue​

The Daily Revenue report provides an overview of the revenue generated by the property on a daily basis. It helps track the financial performance, allowing properties to monitor revenue by room type, currency, and day.

How to Use Daily Revenue​

  1. On the Reports page, click Daily Revenue. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include in the report.
    • Currency: Select the currency for the report.
    • Select Day: Choose the specific day for the report. reports
  3. Click Show Daily Report to generate the report. reports

[!NOTE]

Troubleshooting Daily Revenue Report Issues​

Daily Revenue report is not generating

  • Ensure that you have selected a valid Property, Room, and Select Day. If any of these are missing or incorrect, the system will not generate the report.
  • Confirm that the selected day has recorded revenue. If no revenue transactions were made on that day, the report will be empty.

Report is incomplete or missing data

  • Double-check the Currency and ensure that the correct one is selected. An incorrect currency could cause discrepancies in the displayed data.
  • If the report is missing revenue data, verify that revenue transactions for the selected Room and Date are recorded properly in the system.

Error message during report generation

  • If an error message appears, check if all required fields are filled in correctly. Missing or incorrect data may prevent the report from being generated.
  • Refresh the page and attempt to generate the report again. A poor internet connection may cause the report to fail.

Report takes too long to load

  • Try reducing the filters, such as limiting the date range or selecting fewer room types, to generate a quicker report.
  • If the issue persists, check for network issues or delays in the system, and try again after a few minutes.

Tax Report​

The Tax Report provides a detailed breakdown of the taxes applied to bookings within a specific date range. This report helps properties track tax collection and ensure compliance with tax regulations.

How to Use Tax Report​

  1. On the Reports page, click Tax Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include in the report.
    • Based On: Choose the reporting basis:
      • Check-in Dates – to report based on guest arrival.
      • Created Reservation – to report based on booking creation date.
    • Date Range: Set the start and end dates for the report. reports
  3. Click Show Tax Report to generate the report. reports

[!NOTE]

Troubleshooting Tax Report Issues​

Tax report is not generating

  • Ensure that you have filled in all the required filters, such as Property, Room, Based On, and Date Range. Missing or incorrect filter selections will prevent the report from generating.
  • Double-check the Date Range to ensure that the dates you selected include transactions with tax data.

Incorrect tax amounts in the report

  • Check the tax settings in your system to ensure that tax rates are applied correctly for the selected Room and Property.
  • If you're reporting based on Created Reservation, confirm that tax information was added correctly during booking creation.

Error message when generating the report

  • Verify that your internet connection is stable. A weak connection may cause errors during report generation.
  • Refresh the page, reapply the filters, and try generating the report again.

Report takes too long to load

  • Try narrowing down the date range or reducing the number of room types to generate the report more quickly.
  • Check your internet speed and the server's load, as high traffic may cause delays. Try again after a short time if the issue persists.

Ledger Balance​

The Ledger Balance report provides a detailed overview of the financial transactions, including credits and debits, for a specific property within a given date range. This report helps properties track their financial balances and ensure proper reconciliation.

How to Use Ledger Balance​

  1. On the Reports page, click Ledger Balance. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include in the report.
    • Date Range: Set the start and end dates for the report. reports
  3. Click Show Ledger Report to generate the report. reports

[!NOTE]

Troubleshooting Ledger Balance Report Issues​

Ledger report is not generating

  • Make sure that you have selected both Property and Room filters. If any of these are missing, the report may fail to generate.
  • Verify that the Date Range covers the correct period and includes relevant transactions. Incorrect date selections may prevent the report from showing data.

Ledger balance is incorrect

  • Ensure that all transactions have been recorded correctly in the system during the selected date range. Any missing or incorrect transaction entries can affect the balance.
  • Double-check the room and property settings to ensure the correct data is being pulled into the report.

Error message when generating the report

  • Confirm that your internet connection is stable. A weak connection might interrupt the report generation process.
  • Refresh the page, reapply the filters, and try generating the report again.

Report takes too long to load

  • Narrow the date range to a shorter period if the report is taking too long to load.
  • Check the system performance or try again after a few minutes in case of high traffic or server load.

Transaction Type Report​

The Transaction Type Report provides a breakdown of different transaction types for a specific property. This report helps track financial transactions and categorize them by type, such as payments, adjustments, and other charges.

How to Use Transaction Type Report​

  1. On the Reports page, click Transaction Type Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include in the report.
    • Currency: Select the currency for the report.
    • Select Day: Choose the specific day for the report. reports
  3. Click Show Transaction Type Report to generate the report. reports

[!NOTE]

Troubleshooting Transaction Type Report Issues​

Transaction Type report is not generating

  • Ensure that all required filters, such as Property and Room, are selected. A missing filter may prevent the report from generating.
  • Double-check the Currency and Select Day filters to ensure the correct data is being pulled into the report.

Transaction Type is missing from the report

  • Check the selected date to ensure it corresponds to the day when the transactions occurred. Transactions outside the selected date range will not appear in the report.
  • If certain transactions are missing, confirm that the transaction types are properly recorded and classified in the system.

Error message when generating the report

  • Verify that your internet connection is stable. A poor connection may disrupt the report generation process.
  • Refresh the page, reapply the filters, and try generating the report again.

Report takes too long to load

  • Reduce the date range if the report is taking too long to load. Shorter time periods typically generate faster.
  • If the system is experiencing high traffic, it may cause delays. Try accessing the report later.

Guest Report​

The Guest Report provides a detailed overview of guest bookings, including important information such as guest details, stay dates, and room types. This report helps properties manage guest data and track their stay history.

How to Use Guest Report​

  1. On the Reports page, click Guest Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include in the report.
    • Date Range: Set the start and end dates for the report. reports
  3. Click Show Guest Report to generate the report. reports

[!NOTE]

Troubleshooting Guest Report Issues​

Guest Report is not generating

  • Ensure that all required filters, such as Property and Room, are selected. If any of the filters are left unselected, the report may fail to generate.
  • Double-check the Date Range to ensure the selected dates cover the period when the guests stayed.

Guest information is missing from the report

  • Check the Room filter to ensure that the correct room types are selected. If a room type is unchecked, the report will not include data for that room.
  • Verify that the guest data is properly recorded in the system. Missing or incorrect guest information may result in incomplete reports.

Error message when generating the report

  • Ensure that your internet connection is stable. A weak or intermittent connection can disrupt report generation.
  • Refresh the page and reapply the filters before attempting to generate the report again.

Report takes too long to load

  • Narrow the Date Range to a shorter period to reduce the volume of data and speed up the report generation.
  • Try generating the report during off-peak hours when system usage may be lower to avoid delays.

Owner Report​

The Owner Report provides detailed performance metrics for property owners, including revenue and occupancy data. It allows property managers to report on a specific owner’s property, with options to include sales from Point of Sale (POS) and details for all rooms.

How to Use Owner Report​

  1. On the Reports page, click Owner Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include in the report.
    • Based On: Choose between Check-in Dates or Created Reservation.
    • Date Range: Set the start and end dates for the report.
    • Subroom: Select a specific subroom for the report.
    • Owner: Choose the owner to report on. reports
  3. Click one of the following buttons based on your needs:
    • Show Owner Report: To generate the report based on the selected filters. reports
    • Show Sales with POS: To include sales data from Point of Sale in the report. reports
    • Show All Rooms: To generate a report for all rooms in the property. reports
    • Export PDF: To export the report to a PDF file.
    • Export PDF All Rooms: To export a PDF that includes details for all rooms. reports

[!NOTE]

Troubleshooting Owner Report Issues​

Owner Report is not generating

  • Ensure that all required filters are filled in. If Owner or Room filters are left unselected, the report may fail to generate.
  • Verify that the Date Range covers a valid period with available data. If the date range is too narrow or set incorrectly, the report may not generate.

Sales data not appearing when selecting "Show Sales with POS"

  • Ensure that sales data from the Point of Sale (POS) system is properly integrated and synced with the reports. If data synchronization is pending, it may not appear in the report.
  • Check the Owner and Property filters to ensure you are generating the report for the correct property and owner.

Report not showing all rooms

  • If the Show All Rooms option is not generating all rooms, ensure that all room types are correctly checked under the Room filter.
  • Verify that no room data is missing in the system, as this may cause some rooms to be excluded from the report.

Error message appears when exporting to PDF

  • Check your internet connection. A slow or unstable connection can interfere with the export process.
  • If the PDF export fails, try refreshing the page and reapplying the filters before attempting the export again.

OTA Booking.com Taxes​

The OTA Booking.com Taxes report provides a detailed overview of the taxes associated with bookings made through Booking.com. This report helps properties track tax charges and manage tax-related data for specific bookings.

How to Use OTA Booking.com Taxes​

  1. On the Reports page, click Booking.com Taxes. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include in the report.
    • Based On: Choose between Check-in Dates or Created Reservation.
    • Date Range: Set the start and end dates for the report. reports
  3. Click Show Booking.com Taxes to generate the report. reports

[!NOTE]

Troubleshooting OTA Booking.com Taxes Report​

Booking.com Taxes Report is not generating

  • Ensure that the Date Range is set correctly. If the range is too broad or contains no data, the report may fail to generate.
  • Verify that you have selected both the Property and Room filters. If either is left unselected, the system might not return any data.

Incorrect tax data showing in the report

  • Check that the correct Based On filter is selected (either Check-in Dates or Created Reservation). Using an incorrect basis may lead to discrepancies in the data.
  • Confirm that the tax information for your Booking.com integration is up to date and properly synced.

Report not displaying all room types

  • Ensure that all room types are checked under the Room filter. If specific room types are not selected, they won’t appear in the report.

Error message when clicking "Show Booking.com Taxes"

  • Check your internet connection for stability. A slow or intermittent connection might cause the request to fail.
  • If the issue persists, try refreshing the page and reapplying the filters before attempting again.

Breakfast Report​

The Breakfast Report displays guest breakfast data based on reservation or check-in dates. It helps properties manage and prepare breakfast service by showing how many guests are expected to receive breakfast on each day.

How to Use Breakfast Report​

  1. On the Reports page, click Breakfast Report. reports
  2. Fill in the following filters:
    • Property: Select the property to report on.
    • Room: Check the room types to include in the report.
    • Based On: Choose between:
      • Check-in Dates – to report based on guest arrival.
      • Created Reservation – to report based on booking creation date.
    • Date Range: Set the start and end dates for the report. reports
  3. Click Show Breakfast Report to generate the report. reports

[!NOTE]

Troubleshooting Breakfast Report​

Breakfast Report is not generating

  • Ensure the Date Range filter is correctly applied. A date range without any relevant data might prevent the report from generating.
  • Check that the Property and Room filters are set properly. If these filters are not selected or applied incorrectly, the report may not show any data.

Incorrect breakfast data in the report

  • Make sure the Based On filter is selected correctly. If the incorrect basis (either Check-in Dates or Created Reservation) is chosen, it can affect the accuracy of the report.
  • Verify that breakfast data in the system has been properly recorded for the selected period.

Error message when clicking "Show Breakfast Report"

  • Check if your internet connection is stable. A poor connection can interrupt the report generation process.
  • Refresh the page and try again, as a temporary glitch might cause the error.