📌 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. You can also build your own custom report here, with the Report Builder.
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, email or schedule a report

Open a report to see its figures on screen, then export it, email it, schedule it or pin it — each from its own button in the top-right corner.

Export — click Export and choose Export to Excel or Export to CSV to download the report to your computer.
Email — click Email to 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.
Schedule — click Schedule to have the report emailed automatically on a recurring cadence. See How to schedule automatic reports.

Exports open cleanly in Excel or any spreadsheet app: dates come through as real dates and amounts as real numbers.

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 to create a report from your own data and save it for re-use. You pick a dataset, add the columns you want, then give the report a name and a period.

Open Report Builder in Reports.
Choose the dataset your report is based on — Reservations for one row per booking, Invoices for one row per invoice, and so on.
Click Add columns, search for the columns you need and add them. Drag a column heading to change its position.
Click Go to preview.
Enter a Report name, choose the Period, then click Save report.
Your report opens, ready to Export, Email or Schedule.

📌 Note

Seven datasets are available: Reservations (one row per booking), Guests, Payments, Products & extras, Rooms, Invoices and City tax. Whichever you pick, you can still add columns from related records.

FAQs

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?

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 one, use the Report Builder in 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?

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 ready-made reports and the Report Builder?

The ready-made reports cover the questions most properties ask, grouped by category. The Report Builder, in the new Reports, lets you create a report from your own dataset and columns and save it. The classic report builder in your existing Reports stays available too: How to use the report builder.

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?

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.

How to use the new Reports