Create customized reports.
Select Reports from the main navigation.
Guestrev offers over a dozen standard Report Types. Report Types are templates which provide a framework and layout to a report. By creating definitions (specifying parameters) for a Report Type, you can customize it to meet your needs. On the Definitions tab you can create new definitions for a Report Type, edit existing definitions and launch report instances based on them. New report definitions are saved for reuse.
Use relative dates in report criteria to enable reports to run weekly or monthly from a single saved report definition. Then schedule the report definitions to launch on a repeating basis.
Create a New Report Definition
Select Add New.
On the Basic tab, enter a name for the definition and select a Report Type from the drop-down list.
The tabs and fields that appear in the Definition window for you to configure depend on the Report Type you choose. A Daily Activity report was used for the example below.
Choose which days of the week that should be included in the definition. Check the additional options you'd like for the definition:
Make Private: Check or uncheck this box to make the definition available to only the user who created it or all users.
Show Totals: Check this box to include total rows in the report.
Show Rounded Numbers: Check this box to display fractional numbers rounded to the nearest integer value within the report.
Date Range Tab
Select the Date Range tab. To narrow the definition to a particular date range, select the Specific radio button. Then enter dates in the Start and End date fields.
Alternatively, select the Relative radio button to create a definition that runs on a time frame relative to the report launch date. For instance you can specify that the report should cover X number of days or months before and/or after either the cycle date or today's date.
Select the Properties tab. The properties that appear in the right column will be included in the report. To add a property to be included, select it from the left column, then select the Greater-Than icon to move it to the right column. Repeat to add more properties.
When multiple properties are chosen, custom segments and room category are not applicable.
Select the Emails tab where you'll select the user(s) you'd like to receive the report. If a desired user already appears in the list, select the user then select Add User(s).
If a desired user is not listed, enter the user's name and email then select Add.
The added names will now appear in the send list at the bottom. Select Save to save the report definition.
If only one property is chosen on the Properties tab, two more tabs appear to be configured: Customer Segments and Room Category.
Customer Segments Tab
Select the Customer Segments tab. Select either All Customer Segments or Custom. If you choose Custom, the segments that appear in the right column will be included in the report. To add a segment to be included, select it from the left column, then select the Greater-Than icon to move it to the right column. Repeat to add more segments.
Room Category Tab
Select the Room Category tab. Select either All Room Categories or Custom. If you choose Custom, the segments that appear in the right column will be included in the report. To add a segment to be included, select it from the left column, then select the Greater-Than icon to move it to the right column. Repeat to add more segments.
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