📌 You have two versions of Reports
You're reading the guide for the new Reports — the menu entry marked Beta. Prefer the current version? Here's its guide: How to download your reports.
Overview
The new 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 it or email it in one click.
The new Reports appears in the main menu as its own entry, marked Beta, next to your existing Reports, so you can use the new version while still using the reports you already know.
Before you start
The new Reports appears in the main menu as its own entry, marked Beta, next to your existing Reports. Both stay available for now.
You can open and view your reports in the new Reports, including your saved ones under My saved reports. To build a new custom report, use the report builder in your existing Reports for now.
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 the new Reports
Log in to your Amenitiz account.
Click
Reports— the entry marked Beta — in the main menu.
What's on the page
The new Reports home page
When you open the new 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 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.
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 or email a report
Open a report to see its figures on screen, then export it, email it or pin it — each from its own button in the top-right corner.
Export — click
Exportand chooseExport to ExcelorExport to CSVto download the report to your computer.Email — click
Emailto send the report, confirm the Recipient Email, set the Date Range if the report needs one, then send.Favourite — click
Favorite(the star) to pin the report to your Favorites for one-click access.
Exports open cleanly in Excel or any spreadsheet app: dates come through as real dates and amounts as real numbers.
My saved reports
📌 Note
To build a new custom report, use the report builder in your existing Reports for now — it isn't available in the new Reports yet.
Your saved reports appear in the My saved reports category, both in the sidebar and at the bottom of the home page, so you can open them alongside the default reports. To create a new custom report with your own fields and filters on bookings, guests or payments, use the Report Builder in your existing Reports; it saves into My saved reports.
FAQs
Why do I have two Reports entries in my menu?
Why do I have two Reports entries in my menu?
The new Reports is the new version, shown in the menu marked Beta. It runs next to your existing Reports, so you can use whichever you prefer while both are available.
Can I open my saved reports in the new Reports?
Can I open my saved reports in the new Reports?
Yes. Your saved reports appear in the My saved reports category, in the sidebar and at the bottom of the home page. To build a new custom report, use the report builder in your existing Reports for now.
Where do I find the new Reports?
Where do I find the new Reports?
In the main menu, under Reports marked Beta, next to your existing Reports.
What formats can I export to?
What formats can I export to?
You can export any report to Excel or CSV — click Export and choose Export to Excel or Export to CSV. Both open cleanly in a spreadsheet, with dates as real dates and amounts as real numbers, so you can sort, sum and filter right away, with no reformatting.
What's the difference between the new Reports and the Report Builder?
What's the difference between the new Reports and the Report Builder?
The new Reports gives you ready-made reports grouped by category, plus your saved reports under My saved reports. The Report Builder lets you create a custom report from your own fields and filters. Building new custom reports isn't available in the new Reports yet, so use your existing Reports for that.
Can I email a report to someone else?
Can I email a report to someone else?
Yes. In the send window, change the Recipient Email before sending.
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.