Using Reporting Views for Daily Events and Contacts

Article Contents

• View What’s Happening
• View Contacts
• View Contact Details
• Add New Contact

NOTE: 

• The Reporting Views section shows a daily view of events across all properties, and contacts across all contact types. Details covered in this article.
• Reporting Reports provides common industry reports for easy access data on reservations, revenue, and more. 
• Use Reporting Exports for customization and automation. 

View What’s Happening

Step 1: Navigate to Reporting > Views

Step 2: Click View What’s Happening

• Resulting report displays all calendar events:

Customize view options:

1.  Click arrow buttons to move calendar date forward or backward

2. Change view from 1 day to 30 days

3. Filter by Property or Property Group

4. De-select calendar events to display

-- Check-in

-- Check-out

-- Payment Due

-- Cleaners & Maintenance Jobs

5. Display shows events per day with event time. Scroll down to view all days selected.

6. Download report as CSV format file

View Contacts

Step 1: Navigate to Reporting > Views

Step 2: Click View Contacts (see screenshot above)

• View contact name, contact type, number of associated Inquiries and Reservations
• Search by contact name
• Filter by contact type: Guests, Contractors, Owners

View Contact Details

• Click on contact name to view associated details
• Edit Contact
• Click to view Reservation and Inquiry details

Add New Contact

Step 1: Click Add Contact from View Contacts screen

Step 2: Select Contact Role, fill out contact details

Step 3: Click Save Details