Reports Overview
The Report module provides predefined reports for reservations, front desk, guest profiles (guest information, guest record, repeated guest, guest birthday), billing (including folio summary), housekeeping, financial (billing, trial balance, manager report), and night audit. Use it to run folio, cash register, and night audit reports from one place. In the app, Report is a menu of groups; some groups list several sub-reports to choose from.
See the main Troubleshooting page — it links to module-specific FAQs and troubleshooting for Reservations, Front Desk, Cashiering, Housekeeping, Night Audit, Dashboard, Configuration, and Profiles.
Reports are organized into groups in the sidebar. Some groups contain a single report; others (Profile, Financial) contain several sub-reports you pick from a dropdown/tab list on the group's page.
| Group | Sub-report(s) | Purpose |
|---|---|---|
| Reservation | Reservation | Arrivals/departures, in-house, pickup, cancellations, revenue or occupancy by segment/source/rate. |
| Frontdesk | Frontdesk | Room occupancy, room status summary, arrivals/departures/in-house for a business date. |
| Profile | Guest Information | In-house guest list with full profile details (passport, visa, nationality, VIP level) for a business date. |
| Profile | Guest Record | Per-profile stay history and revenue statistics. |
| Profile | Repeated Guest | Guests with multiple stays and revenue summary. |
| Profile | Guest Birthday | Guests with birthdays in a selected date range. |
| Housekeeping | Housekeeping | Room status, task completion, lost & found log, maintenance log, out-of-order list. |
| Financial | Billing | Revenue by transaction code or category, payments by type, outstanding balances, folio summary. |
| Financial | Trial Balance | Opera-style daily trial balance snapshot (revenue/non-revenue/payment sections, guest & deposit ledger) for a completed night audit run. |
| Financial | Manager Report | Consolidated daily summary: occupancy, revenue, payments, outstanding, and breakdowns by transaction code, payment type, and room type. |
| Night Audit | Night Audit | Daily summary, revenue summary, room revenue, exceptions, guest ledger for the audit date. |
Access
From the sidebar, click Report. Choose a group (Reservation, Frontdesk, Profile, Housekeeping, Financial, Night Audit). If the group has more than one sub-report (Profile, Financial), select the specific sub-report from the dropdown/tab list on that group's page.
What you see is gated by granular per-report permissions — each report group in the sidebar only appears if your role has been granted the matching permission:
| Report | Permission |
|---|---|
| Reservation | view_reservation_report |
| Frontdesk | view_frontdesk_report |
| Profile (Guest Information, Guest Birthday, Guest Record, Repeated Guest) | view_frontdesk_report |
| Billing (Financial) | view_billing_report |
| Housekeeping | view_housekeeping_report |
| Night Audit | view_night_audit_report |
| Trial Balance (Financial) | view_trial_balance_report |
| Manager Report (Financial) | view_manager_report |
All four Profile group reports (Guest Information, Guest Birthday, Guest Record, Repeated Guest) share the same view_frontdesk_report permission as the Frontdesk report — they are not gated separately. Granting view_frontdesk_report gives access to all of them together.
If a report is missing from your sidebar, ask an administrator to grant the corresponding permission under Roles and permissions.
Using a Report
- Select group (and sub-report, if applicable) — Reservation, Frontdesk, Profile, Housekeeping, Financial, or Night Audit.
- Set filters — Date range, property, department, status, etc. For the Trial Balance report, you must first select a completed night-audit run from the list of past runs — the report is generated for that specific audit run, not a free-form date range.
- Run / Apply — Generate the report.
- View — Results appear in a table or summary.
- Export — If available, export to Excel, PDF, or CSV for accounting or management.
See also
- Night Audit — Run night audit; reports from each run and Night Audit reports (daily summary, guest ledger, folio data).
- Cashiering — Transaction, Cashier Shift, folio and cash register data; Billing reports for revenue and outstanding balances.
- Reservations — For reservation and occupancy data.
- Housekeeping — For room status and tasks.