Overview
Reports brings all your property's reports together in one place, grouped into categories. Each report shows its key figures on screen, and you can filter it by date, then export, email or schedule it.
Before you start
Your saved reports and the Report Builder are in Reports too.
You can export any report to Excel or CSV. Both open cleanly in a spreadsheet: dates come through as real dates and amounts as real numbers, so you can sort, sum and filter without retyping anything.
Some reports cover a date range and others a single day. Filters only show the date options each report supports.
Open Reports
Log in to your Amenitiz account.
Click
Reportsin the main menu.
What's on the page
The Reports home page
When you open Reports, the home page shows your reports at a glance: Recently viewed brings back the reports you opened last, Most used at your property pins your property's most-used reports for one-click access, and All reports by category lists every report grouped by category.
Reports by category
Under All reports by category, reports are grouped so you can go straight to the area you need:
Revenue & Payments — revenue, payments, charges and daily summaries.
AmenitizPay — Amenitiz Pay payments and authorisations.
Occupancy — occupancy, pick-up, history & forecast and comparative key indicators.
Guests & stays — arrivals, departures, bookings, unpaid bookings and rooming lists.
Compliance — legal and tax reports, such as VAT and tourist tax.
Operations — cleaning planning, breakfast and daily closing.
Your own saved reports appear in a separate My saved reports category.
History & forecast
The History & forecast report sits in the Occupancy category and puts your past and your forward book on one grid, month by month. Dates before today sit under History and show what happened. Dates from today onward sit under Forecast (on the books) and show the bookings you already hold, not a prediction.
Each row is one date, and every month ends with a Total row. The columns cover Rooms sold, Occupancy rate, Arrivals, Departures, Unavailable rooms, Room revenue (gross) and (net), ADR (gross) and (net), Guests and Children. Filter, export, email or schedule it like any other report.
Filter a report
Open a report to see its figures on screen. Use the filters at the top to focus on the period you need: the Based on label shows which date the report uses, the Date filter lets you switch between Stay, Arrival, Departure and Booking dates, and the date range sets the period covered.
Export, email or schedule a report
Open a report to see its figures on screen. The buttons in the top-right corner let you export, email, schedule or pin it:
Export and Email — download the report as Excel or CSV, or send it to up to 10 people. See How to download or email your reports.
Schedule — have the report emailed automatically on a recurring cadence. See How to schedule automatic reports.
Favourite — click
Favorite(the star) to pin the report to your Favorites for one-click access.
My saved reports
Your saved reports appear in the Saved reports category, and under the My Saved Reports tab, so you can open them alongside the ready-made reports. Each one offers the same Export, Email and Schedule buttons.
Build a custom report
Use the Report Builder, in Reports, to create a report from your own data: pick a dataset, add the columns you want and save it for re-use. Step-by-step guide: How to use the report builder.
FAQs
Where do I find my saved reports?
Where do I find my saved reports?
In the Saved reports category and under the My Saved Reports tab. To build a new one, use the Report Builder — see How to use the report builder.
What formats can I export to?
What formats can I export to?
Excel or CSV — click Export and choose Export to Excel or Export to CSV. See How to download or email your reports.
What's the difference between the ready-made reports and the Report Builder?
What's the difference between the ready-made reports and the Report Builder?
The ready-made reports cover the questions most properties ask, grouped by category. The Report Builder lets you create your own report from a dataset and the columns you choose, and save it. See How to use the report builder.
Can I email a report to someone else?
Can I email a report to someone else?
Yes. Click Email on the report and enter up to 10 addresses in Recipients. See How to download or email your reports.
The date range didn't change one of my reports — why?
The date range didn't change one of my reports — why?
Some reports are built for a single day or show a full snapshot, so they don't use a date range. Filters only show the date options each report supports.