Reports

The reporting hub: snapshot widgets and every detailed report

Reports

ReportsClick to enlarge

The reporting hub. The top of the page is a live snapshot of what needs attention right now; below it is every detailed report, grouped by the question it answers.

Dashboard Snapshot

Dashboard SnapshotClick to enlarge

An operational summary rather than a financial one — the things that are time-sensitive today:

  • Pending Expiring — reservations whose hold runs out within 48 hours. These are the ones to chase, because when the hold lapses the dates go back on sale.
  • Upcoming Arrivals — arrivals over the coming days as a bar chart, so a heavy changeover day is visible before it arrives. Links through to the reservations calendar.
  • Recent Payments — money in, most recent first.

When there are pending reservations about to expire, they are listed out in full underneath so you can act on them without leaving the page. Each widget links to the page where you can do something about it.

Report Pages

Report PagesClick to enlarge

Guests & Occupancy — how the business is doing:

Financial — where the money came from:

Most reports share the same Group by control, date range, and quarter and year presets, and every one exports to CSV.

Use Manage subscriptions to have any of them emailed on a schedule instead of pulling them by hand.

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