Overview
This reservation report allows you to generate various types of reports related to reservations with various report option.
In This Article
Generate report
- On the left menu bar, click on Report > Reservation Report
- Enter reservation search criteria (Travel Dates, Reservation Dates, Time, Product Type, Group Name) if desired
- Select the report type – Show By Tour
- Simple
- Detailed
- Summary
- Category
- Select the report type – Show By Reservation
- Summary
- Category
- Passenger
- Select the Reservation Status you want to show(check) or hide(un-check) – All, Paid, Deposited, Authorized, Unpaid, Canceled.
- Select the Reservation Checked-In options – All, Checked-in, or Not Checked-in.
- Select Tour(s) that you wish to view data for from left list (Available) to right list (Selected)
- Select the Order By: Date, Title, Res ID, or Last Name.
- Select Report Options available
- Do not display passenger numbers with no inventory
- Display custom field (Show By Tour: Simple Only)
- Summarize custom field 1 by reservation (Show By Tour: Simple Only)
- Summarize custom field 1 by tour (Show By Tour: Simple Only)
- Do not include taxes (Show By Tour: Simple Only)
- Do not include fees (Show By Tour: Simple Only)
- Click on Search
Export report
- Follow the steps above to Generate Report
- There are total of 5 output files you can choose to export:
- PDF – This generate the PDF version of the report you see on the screen based on the criterias your use to search above.
- XLS – This generate the EXCEL version of the report you see on the screen based on the criterias your use to search above.
- Print – this will open the new window with the printable version of the report you see on the screen based on the criterias your use to search above.
- PDF Custom Field (Show By Tour: Simple Only) – this special type of export will work only when you search report with the “show by tour simple”. This will export same report in PDF with the custom field and meal.
