Reports Overview
The Report module provides predefined reports for reservations, front desk, billing (including folio summary), housekeeping, and night audit. Use it to run folio, cash register, and night audit reports from one place. In the app, Report is a menu with categories you can choose.
Having a problem?
See the main Troubleshooting page — it links to module-specific FAQs and troubleshooting for Reservations, Front Desk, Cashiering, Housekeeping, Night Audit, Dashboard, Configuration, and Profiles.
| Category | Purpose |
|---|---|
| Reservation | Arrivals/departures, in-house, pickup, cancellations, revenue or occupancy by segment/source/rate. |
| Frontdesk | Room occupancy, room status summary, room plan or availability. |
| Billing | Revenue by transaction code or category, payments by type, outstanding balances, folio summary. |
| Housekeeping | Room status, task completion, lost & found log, maintenance log, out-of-order list. |
| Night Audit | Daily summary, revenue summary, room revenue, exceptions, guest ledger for the audit date. |
| Guest Information | In-house guest list with full profile details (passport, visa, nationality, VIP level) for a business date. |
| Trial Balance | Debit/credit balance per transaction code for a night audit run. |
| Manager Report | Consolidated daily summary: occupancy, revenue, payments, outstanding, and breakdowns by transaction code, payment type, and room type. |
Access
From the sidebar, click Report. Choose a category (Reservation, Frontdesk, Billing, Housekeeping, Night Audit) from the menu or from a dropdown/tabs on the report page. What you see depends on user permissions.
Using a Report
- Select category — Reservation, Frontdesk, Billing, Housekeeping, or Night Audit.
- Set filters — Date range, property, department, status, etc.
- Run / Apply — Generate the report.
- View — Results appear in a table or summary.
- Export — If available, export to Excel, PDF, or CSV for accounting or management.
See also
- Night Audit — Run night audit; reports from each run and Night Audit reports (daily summary, guest ledger, folio data).
- Cashiering — Transaction, Cashier Shift, folio and cash register data; Billing reports for revenue and outstanding balances.
- Reservations — For reservation and occupancy data.
- Housekeeping — For room status and tasks.