Reports

Reports

Reports

⏱ Estimated time: 3 minutes

👤 Role: General Managers, Finance Teams, Marketing Managers, Reservations Teams

What you'll learn:

  • The specific purpose and data included in each available report.

  • How to generate and download reports for your property.

  • Understanding the CSV format for data analysis.

When should I use this?

Use the reporting suite whenever you need to extract data for financial reconciliation, marketing campaigns, or operational planning. The platform provides several specialized reports to ensure that each department gets the exact data they need without unnecessary clutter.

Key Logic:

Reports are generated on-demand to ensure you are always working with the most up-to-date information. All reports are exported in CSV format, which is compatible with Excel, Google Sheets, and most CRM or accounting software.

Before you start:

  • Identify which report matches your current goal (e.g., use the Guest Report for marketing, but the Financial Report for accounting).

  • Ensure you have "Manage" level access to the platform.

  • Have your specific date range in mind.

Report Directory:

Report Type

Best For...

Guest Report

Marketing. Contains contact info for guests who opted-in. This is the only report legal for marketing use.

Orders Report

Daily Audits. A master list of all orders received and their current status.

Arrivals Report

Operations. View exactly who is arriving at the property between specific dates.

Transaction Report

Banking. A log of all individual payments received and refunds issued.

Financial Report

Reconciliation. Breakdown of order values, VAT, and gateway/service fees.

Offer Report

Strategy. Analysis of orders that utilized specific site-wide offers.

Promo Report

ROI. Analysis of orders where a specific promo code was entered at checkout.

Step-by-step:

1. Access the Reporting Menu

  1. Log in to the Ecommerce platform.

  2. In the left-hand menu, under the Manage heading, click on Reports.

2. Configure Your Report

  1. Select the Report Type you wish to run from the available list.

  2. Select the Date Range (Start Date and End Date) you wish to analyze.

  3. Click the Generate Report button.

3. Download the Data

  1. The platform will process the request. Scroll to the bottom of the page to the Ready to Download section.

  2. Locate the report in the list (the most recently generated will be at the bottom).

  3. Click on the Report Name to download the CSV file directly to your device.

Best practice:

The Data Rule: To remain GDPR compliant, always use the Guest Report for your email marketing exports. Other reports contain "transactional" data for guests who may not have consented to receive promotional materials.

Important Notice:

File Handling: CSV files are plain-text spreadsheets. When opening in Excel, ensure you check that date formats and currency symbols are displaying correctly according to your local regional settings.

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