Skip to content
ILS Documentation

Generating Reports

The reporting system allows you to create, customize, and schedule reports for property performance analysis.

Report Types

Section titled “Report Types”

Standard Reports

Section titled “Standard Reports”
ReportDescription
Revenue SummaryIncome overview
Occupancy ReportBooking rates
Booking ReportReservation details
Guest ReportGuest information
Channel AnalysisPlatform performance
Property PerformancePer-listing analysis

Financial Reports

Section titled “Financial Reports”
ReportDescription
Owner StatementOwner payout summary
Commission ReportManagement fees
Tax ReportTax-relevant data
Transaction LogAll transactions

Operational Reports

Section titled “Operational Reports”
ReportDescription
Arrivals/DeparturesCheck-in/out list
Availability CalendarOpen dates
Rate AnalysisPricing data
Comparison ReportPeriod vs period

Creating Reports

Section titled “Creating Reports”

Step 1: Select Report

Section titled “Step 1: Select Report”
  1. Go to Reports in sidebar
  2. Choose report type
  3. Or start from template

Step 2: Configure Parameters

Section titled “Step 2: Configure Parameters”
ParameterOptions
Date RangeStart and end dates
PropertiesAll or selected
ChannelsAll or selected
GroupingBy day, week, month
CurrencyDisplay currency

Step 3: Preview

Section titled “Step 3: Preview”
  1. Click “Preview”
  2. Review data
  3. Adjust if needed

Step 4: Generate

Section titled “Step 4: Generate”
  1. Click “Generate”
  2. Select format
  3. Download or email

Report Formats

Section titled “Report Formats”

Available Formats

Section titled “Available Formats”
FormatUse For
PDFPrinting, formal sharing
ExcelData analysis
CSVData import
OnlineInteractive viewing

PDF Options

Section titled “PDF Options”
  • Portrait/Landscape
  • Include charts
  • Company branding
  • Page numbering

Excel Options

Section titled “Excel Options”
  • Multiple sheets
  • Formulas preserved
  • Charts included
  • Pivot table ready

Custom Reports

Section titled “Custom Reports”

Report Builder

Section titled “Report Builder”

Create custom reports:

  1. Click “New Custom Report”
  2. Select data sources
  3. Choose columns
  4. Set filters
  5. Configure grouping
  6. Add calculations
  7. Save template

Available Data

Section titled “Available Data”
CategoryFields
ReservationsDates, guest, pricing
PropertiesName, location, specs
RevenueAmounts, fees, net
GuestsContact, history
ChannelsPlatform, booking info

Calculations

Section titled “Calculations”

Add calculated fields:

  • Sum, Average, Count
  • Min, Max
  • % of total
  • Custom formulas

Scheduled Reports

Section titled “Scheduled Reports”

Creating Schedule

Section titled “Creating Schedule”
  1. Open saved report
  2. Click “Schedule”
  3. Set frequency:
    • Daily
    • Weekly
    • Monthly
    • Custom
  4. Select recipients
  5. Choose format
  6. Activate schedule

Managing Schedules

Section titled “Managing Schedules”

View all schedules:

  • Active schedules
  • Last run date
  • Next run date
  • Edit/delete

Notifications

Section titled “Notifications”

Recipients receive:

  • Email with report attached
  • Download link
  • Dashboard notification

Report Templates

Section titled “Report Templates”

Using Templates

Section titled “Using Templates”
  1. Go to Reports → Templates
  2. Browse available templates
  3. Select template
  4. Customize parameters
  5. Generate

Creating Templates

Section titled “Creating Templates”

Save reports as templates:

  1. Configure report
  2. Click “Save as Template”
  3. Name template
  4. Set as personal or shared
  5. Save

Template Categories

Section titled “Template Categories”
CategoryTemplates
FinancialRevenue, statements
OperationalArrivals, availability
PerformanceKPIs, comparisons
OwnerOwner-facing reports

Report Sharing

Section titled “Report Sharing”

Sharing Options

Section titled “Sharing Options”
MethodDescription
EmailSend as attachment
LinkShareable URL
ScheduleAutomatic delivery
ExportDownload and share

Access Control

Section titled “Access Control”

Set report permissions:

  • Who can view
  • Who can edit
  • Expiration date

Best Practices

Section titled “Best Practices”

Report Design

Section titled “Report Design”
  • Include relevant data only
  • Use clear titles
  • Add context/notes
  • Consider audience

Scheduling

Section titled “Scheduling”
  • Schedule for off-peak hours
  • Review schedules regularly
  • Update recipients
  • Archive old reports

Data Accuracy

Section titled “Data Accuracy”
  • Use appropriate date ranges
  • Verify filters
  • Cross-check totals
  • Note data limitations