How Can We Help?
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Managing Reservations
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Promotions and Discount Codes
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- How does Promotion work?
- How to apply a promotion in the Reservation Details window?
- How to create a "3rd Night Free" kind of promotion?
- How to exclude certain dates?
- How to setup a Promotion?
- How to show booked promotion in the guest confirmation emails?
- What happens when two promotions overlap on the same dates?
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Managing Housekeeping
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Analytics & Reports
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Settings
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Guest Emails
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Check-in/Out & Room Assignments
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Managing Add-ons
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Setup OnRes 2.0 Booking Process
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Setup Policies
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Export Availability
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Payment Gateway
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Multiple Room Type Booking
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- How to add/split a Child Reservation to/from an existing Master Reservation?
- How to cancel/reactivate a Master or Child Reservation?
- How to create a Master Reservation?
- How to find / sort a Master Reservation?
- How to merge existing single reservations into a Master Reservation?
- How to view / edit a Master Reservation?
- The Reservation IDs
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Contact Manager
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Room Auto Quarantine
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Contactless And Upselling
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Financial System
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- Check-out
- How to associate a credit card with a folio?
- How to bill a reservation to an Accounts Receivable (A/R) account
- How to make payment?
- How to open / create a folio?
- How to post charges to a folio?
- How to setup Billing Instructions for automatic transfers?
- How to transfer a posting to another folio?
- How to void a posting?
- Receipts
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Group Reservation
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Troubleshooting
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Managing Inventory
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Managing Products & Packages
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Managing Rates and Restrictions
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Managing Channels
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Managing Interfaces
< All Topics
How to create a Custom report?
Click on the Custom Report (new) tab under the Analytics & Reports section on the left side navigation menu to open the Custom Report page.

Click on the New Report button to open the Report Details pop-up.

You can set the following items for your report
- Report Name – First, create a report name
- Based On – Select what kind of dates it’s based on, e.g. Check-in, Check-out, or Book Date.
- Report Fields – Toggle on/off the check boxes to select/unselect the fields
- Order & Label – You can drag & drop to reorder the fields in the report. You can also edit their labels
- Filter – if you want the report data only for any specific products, select the products in the Filter section, otherwise, leave it empty.
- Output – Choose either CSV or PDF as the output format
- Delivery – If an email address is present, the system can deliver the report to the email. If email is not present, you can always download the report to your PC. Note, email is required for Auto Reports
- Auto Reports – you can schedule the report to be repeated at a specific frequency, e.g. Daily, Weekly, Monthly, or Anually. The default reporting period will be the past period depending on the frequency, e.g. the past month for a monthly report. And you can override the default reporting period by enabling the Override Reporting Period option and setting a fixed Start/End dates.
Note: In order to have the Auto Report run at the correct time, you need to set your Property’s Time Zone info correctly at the Settings >> Property & Amenity section
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