Table of Contents
Getting Started
     Quick Start Guide
Inn Setup
     Inns
     Admins
     Employees
     Inn Information
     Room Groups
     Room Types
     Rooms
     Amenities
     Documents & Files
     Location Information
     Photos
     Store Items
Reservation System
     Orders
     Reservations
     Adding Reservations
     Editing Reservations
     Cancellations
     Calendar
     Weekly Payouts
     Refunds
     Reports
     Reservation Settings
     Reservation System Plugin
     Search Orders
     Room Rates
     Tax Rates
     Discounts
     Holidays
     Block Off Rooms
Support
     Customer Service
Reports

The Inn Reservation system includes several reports to help inns manage and track sales and reservations.

Available Reports

  • Order Report - The order report provides overall sales information of a purchase and includes customer information and financial details such as: Total, Fees, Amounts Paid, and Amount Due.
  • Order Detail Report - The order detail report provides some similar information to the order report but is broken down by Order number, Reservation number, and Receipt number. This report includes some financial information but does not include Fees, Amount Paid, or Amount Due which are at the order level.
  • Customer List - The customer list report provides a distinct list of customers and their contact information.

    To access reports, click on the 'Reports' option from the inn's menu.

    Filter Options

    The reports page has several options available for generating customized reports.

    Date Filtering:

  • Start Date - Only applicable to the Order Detail report.
  • End Date - Only applicable to the Order Detail report.

    The date range can be used to filter by the following:
  • Order Date - Date of when the purchase was made.
  • Reservation Date - Date of when the reservation occurs.

    Include Orders Placed By:
  • Customers - Orders that were placed by customers online.
  • Inn - Orders entered by inn admins or employees.
  • Customers & Inn - Include all orders that were placed by customers online, and inn admins and employees.

    Report Formats:
  • Excel
  • PDF

    After selecting all of the desired report options, click the 'Create Report' button. You will be provided with a link to download the report and given a username and password to enter at the secure login prompt.




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