Saving a Report Template

Great news – you can now save report preferences! You can quickly generate a report with a particular timeframe, output that report and save the template for future reference or use – great for predefining reporting templates on financial quarters, for example.

You can save any preferences across any reports.

Make sure you tick ‘Save Report Options’ and give your report a name (see below). Clicking on ‘View Report’ will give you the report output and auto-save the report template which you will then be able to access again using the ‘Select Report’ dropdown.




Letting Status

You can indicate whether a sub-unit is public, sublet, or private for reporting purposes. 

Go to Setup > Configuration > Units > Choose your categories and units > then go to your sub-units

Once you are there, go to Options and you can assign the sub-unit a letting status.

Using the Bookings Report, you can hide or show each of these letting statuses for your needs. Great if you just want view the current and expected revenue on everything you are sub-letting.

The letting status column is also displayed when the bookings report is generated.

Agency Module (New)

If you have our Agency Module enabled on your account, you can locate the ‘Agency’ area in the top navigation bar of your account once you’ve logged in.

Unit Availability Report

The Unit Availability report allows you to see which units and (sub-units if you are selling pitches) are available within a specific date range.

Cleaning report

The cleaning report gives you the units (properties) that has a customer departing within a date range. For example you may want to pull the report for that day, to hand over to your housekeeping staff. That way they can see what units need cleaning and tick the sheet once it has been done.

Housekeeping weekly report

House keeping weekly report is exactly the same as the Housekeeping daily report, except you search for data for a week rather than a specific day.

Please note that from August 2017, as a default, all add-ons are automatically ticked so that they are displayed in this report.

Schedule Automatic Arrivals Reports

If you would like a staff member or owner to see an arrivals list on a daily or weekly basis, you can schedule this to automatically send to them by email.

This report also includes the Add-Ons relate to each booking for ease of reference.

Go to Reports > Routine > Arrivals > Scheduled.

Click to make the scheduled report active and then choose between daily or weekly. Then set the day of week you’d like the scheduled to start on.

Choose the recipient(s) you’d like to receive the arrivals report.

Click on Save Settings. 

Large Reports

If you may want to download large data sets from your account, to do this we can enable ‘Report to Email’ on your account. This simple means that the data is aggregated behind the scenes and emailed to the user creating the report.

Email support to activate this feature and when you go to generated your next report, you’ll see an additional tick box for ‘Send as Email’. 


Housekeeping Daily report

This report can be pulled on a specific day and is often used for housekeeping staff. We give the option of also attaching different information to the report, so that for example if you have a ‘Dog’ as an add-on you may want the housekeeping staff to do more of a thorough clean in these properties.

Please note that from August 2017, as a default, all add-ons associated with that booking are automatically ticked so that they are displayed in this report.

Limited Add-On Report

This report shows the dates and availability of add-ons within a certain date range. For example, this could be used to see how many electric hookups are available and how many are booked out for any given day.

Think of the Limited Add-On as a finite resource!