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Report Wizard: Custom Reporting

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This webinar explores how to use the Report Wizard to create custom reports; including reservation-based reporting and transaction-based reporting.

Click below for more information:

What is the Report Wizard?
Report Wizard Permissions
How to Access Custom Reports
How to Create a Report Based on Reservations

This video demonstrates how to create a custom report that lists all Booking.com and Expedia.com reservations arriving within a custom date range. 

How to Create a Report Based on Transactions

This video demonstrates how to create the Transaction Code Usage Report which can be used to find when a specific transaction code was used in the PMS. You can include posting details, such as: when the code was used, where it was posted, and which user created the posting.

Report Wizard FAQ

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How Does the Filter Work?

This video explains how to use Filter Expressions and Boolean Expressions to create the filter logic required for your report. 

Check out the Report Wizard Overview for more information about the Filter

What Do the Fields Mean?

Fields are the variables that you use to generate your custom report, and the Fields that appear in the Report Wizard depend on the type of report you are building. This video explains how to find field information and where these variables can be found in the PMS.

Check out the Fields in the Report Wizard article for a list of all Fields with descriptions and examples.

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