Reports and scheduled emails

What is there

Insights > Reports has eighteen reports grouped by category:

Category	Reports
Management	Manager's daily report
Revenue	Occupancy & revenue, On the books & pickup, Revenue by segment, Room type performance
Bookings	Lead time & length of stay, Cancellations & no-shows
Guests	Guest mix, Loyalty points & liability
Operations	Housekeeping productivity, Maintenance, Out-of-order rooms
Outlets	Outlet sales, Spa utilisation & revenue, Activities usage, Events pipeline & revenue
Distribution	Channel production
Finance	Tax collected

A report disappears when its module is not on your plan.

Use a report

1. Open the report.
2. Set the filters: dates, property, grouping (daily, weekly or monthly where offered).
3. Read the chart, or switch to the table view.
4. Print, save as PDF or export to CSV.
5. Star it as a favourite to keep it at the top.

Schedule it

1. From the report, add a scheduled email.
2. Choose who receives it and how often.
3. Save. It arrives with the latest figures each time.

Start with the manager's daily report

It shows occupancy, ADR, RevPAR, TRevPAR and total revenue against last year, arrivals, departures, in house and deposits held, then occupancy this month and the revenue mix. Schedule it for every morning.

Tips

• Daily figures come from the night audit. Close every day for reports you can trust.
• Use Tax collected when preparing your VAT return.

Common mistakes

• Comparing periods with open days. Run the night audit first.