How can I pull a report?
The Reports tab allows you to generate detailed reservation data in various formats. Follow the steps below to pull a report and customize it to your needs.
How to Generate a Report
Select a Report - From the 'Reports' tab in the lefthand menu select a Report from the dropdown menu.
Choose an Event – Select the event you’d like to generate a report for. This will populate your next dropdown option.
Select a Hotel (optional) – The default selection is 'All Hotels', which will generate a report including all hotels for the event. You can also choose a specific hotel from the dropdown if needed.
Choose a Sub-block (optional) – Leaving as the default 'All Sub-blocks' will generate the report for all of the sub-blocks attached to that event plus the Main Block, or you can select a specific sub-block for more granular data.
Adjust Report Settings – Additional filters are available on the right side, each event has unique and different settings that will appear, such as:
Reservation Status
Date Ranges
Condense Report – Removes empty values for a cleaner view.
Show Originally Contracted, Show Actualized Pick-up, Show Booked Outside of Block – Available for reports based on manually added event inventory data.
And more.
Select Report Format – Choose between:
Excel – Downloadable file for further analysis.
HTML – Viewable directly in your browser.
Run the Report – Once pulled, your report will appear in the Previous Report History table, allowing quick access to past reports.
Additional Features
Schedule a Report – Set up automated report emails to selected recipients. Learn More Here.
Create a Custom Report – Design reports tailored to your needs. How Do I Create a Custom Report?