Overview
The Report Builder in Amenitiz lets you generate fully customised reports on bookings, revenue, payments, or guests — choose your own data, fields, and filters. Perfect when standard reports don't give you exactly what you need.
Step-by-step instructions
1. Access the Report Builder
In your side menu, go to
Reports.Click
Report Builder.Click
Create a new reportto start customising your data set.
2. Choose the dataset
Start by picking a dataset — it determines the kind of information you'll be working with:
Bookings — reservation details:
Booking reference, source, status
Check-in date, check-out date, booking date
Total amount, amount due, number of rooms, number of guests
Room type booked, extras booked
Room revenue, extras revenue, taxes, OTA commission
Client requests and comments
Clients — guest-related information:
Full name, ID type, ID number
Address, city, postal code, country
Phone number, email address
Payments — transactional data:
Payment date, amount
Payment method, transaction type
Payment status
AmenitizPay commission
💡 Tip
Use the search bar at the top of the field list to quickly find the data points you need — especially useful when building complex reports.
3. Build your report
Once you've selected a dataset:
Select the desired fields from the dataset (revenue, booking source, dates, accommodations, etc.). These fields also act as filters.
Add additional filters to narrow data by specific criteria, such as date range or channel.
Export your customised report to analyse the results externally.
Examples of powerful reports
Some customer-favourite reports to get the most value from your data:
👉 Example
Daily Payments Breakdown — Track incoming payments and methods.
Dataset: Payments
Suggested fields: Payment date, Amount, Payment method, Transaction type
Optional filters: Payment status = Paid
👉 Example
Client Nationality Report — Discover where your guests are coming from.
Dataset: Clients
Suggested fields: Full name, Country, City, Postal code
Optional filters: Country is not empty
👉 Example
Booking Status Overview — Track your booking lifecycle.
Dataset: Bookings
Suggested fields: Booking reference, Booking status, Booking date
Optional filters: Booking status = Confirmed | Cancelled | Pending
👉 Example
Extras Revenue Report — See how much you're earning from upsells.
Dataset: Bookings
Suggested fields: Extras (incl. taxes), Quantity of extras, Client request
Optional filters: Extras ≠ 0
👉 Example
INE Submission Report (Portugal) — extract the necessary data for your national statistics reporting.
Datasets: Bookings + Clients
Suggested fields: from Bookings — Arrival date, Departure date, Rooms booked; from Clients — Country
Optional filters: none required
This format aligns with the official INE reporting requirements. Once exported, you can submit the data directly without manual tweaks.
FAQs
What's the difference between the Report Builder and other reports?
What's the difference between the Report Builder and other reports?
The Report Builder is fully customisable. Unlike standard reports, you choose the data, structure, filters, and layout.
