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How to use the new Reports (beta)

Reports (beta) is the new version of your reports, grouped into categories. See key figures, filter by date and export or email them; build new custom reports in your existing Reports for now.

📌 This is a beta

You're reading the guide for the new Reports, which we're rolling out gradually. Prefer the current version? Here's its guide: How to download your reports.

Want early access? Just message us in the chat and our Care team can add your property to the beta list.


Overview

Reports (beta) is the new version of your reports: it 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.

Reports (beta) appears in the main menu as its own entry, marked Beta, next to your existing Reports, so you can try the new version while still using the reports you already know.


Before you start

  • Reports (beta) appears in the main menu as its own entry, marked Beta, next to your existing Reports. Both stay available while the new version is in beta.

  • You can open and view your reports in Reports (beta), including your saved ones under My saved reports. To build a new custom report, use the report builder in your existing Reports for now.

  • Reports (beta) is rolling out gradually. If you don't see it yet, message us in the chat and our Care team can add your property to the beta list.

  • Exports open cleanly in Excel: 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 (beta)

  1. Log in to your Amenitiz account.

  2. Click Reports — the entry marked Beta — in the main menu.


What's on the page

The Reports (beta) home page

When you open Reports (beta), 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

Every report can be exported to your computer or emailed in one click. Choose Send reports to open the send window, confirm the Recipient Email, set the Date Range if the report needs one, choose a Format, then send. Exports arrive ready to open in Excel.


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 Reports (beta) 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?

Reports (beta) is the new version we're testing. It runs next to your existing Reports so you can try it while both are available. Use whichever you prefer for now.


Can I open my saved reports in Reports (beta)?

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 Reports (beta)?

In the main menu, under Reports marked Beta, next to your existing Reports.


Why can't I see Reports (beta)?

Reports (beta) is rolling out gradually through our beta programme. If you don't see it yet, message us in the chat — our Care team can add your property to the beta list.


Can I open my export in Excel?

Yes. Dates come through 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 Reports (beta) and the Report Builder?

Reports (beta) 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 Reports (beta) yet, so use your existing Reports for that.


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.

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