Transaction Reports Overview

Transaction Reports Overview

Transaction Reports Overview

Quick Answer: Go to Reports, select the report type, set your date range and filters, and click 'Preview'.
Transaction Reports contain information from the Room Account including charges, discounts, deposits and payments.

 



Running Reports

1. Before you create a transaction report, you can filter the transactions to be   included in the report. You can filter on:

 

Transaction Date Range > Only includes transactions entered within the selected range

Print Date > Only includes transactions with a Print Date within the selected range

Roll Over Date > Only includes transactions included in the selected Roll Over

Transaction Account > Only includes transactions for the selected Account

Status > Only includes transactions where the reservation status is the  selected status (e.g. cancelled)

Booking Source > Only includes transactions for reservations with the selected booking source

Amount Range > Only includes transactions within these amounts

Description > Search for specific transaction descriptions

Group Accounts Only > If ticked, only transactions on a group account will be included

Room Type > Only includes transactions for the selected room type

Room Number > Only includes transactions for the selected room number

Entered By > Only includes transactions entered by the selected user

Company > Only includes transactions for the selected company


2. Select the report you wish to view.

3. View or download the report as required.

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