Custom Report

Easy InnKeeping has this flexible feature that lets you create your own reports. Just follow these simple directions to create reports to suit your requirement. To access the Custom Report screen, click on Reports > Custom Report.

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1.   The first list has Reservation and Guest Info. When Reservation information is selected, all the fields related to reservations are listed in the Available Fields column. If Guest Info is selected, all the fields related to the guests are listed.

2.   Now, select each field in the Available Fields column that you want to appear in the report and click on the Add button. Click on the Add All button to add all the list in the column to the report.

3.   All the fields that you have chosen to appear on the report are listed under the Selected Fields column.

4.   If you want to remove unwanted fields from the Selected Fields column, select the field and click on the Remove button. To remove all the fields, click on the Remove All button.

5.   Then click on the Next > button.

6.   All the fields selected are displayed as shown below.

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7.   To view a total of all amount related fields, click on the Calculate Total check box.

8.   The report can be viewed for the current week, month, year or specific date range by selecting the appropriate option provided.

9.   The report can be viewed as can be printed for your files.

10.  You can save the custom report that you created for future use by clicking on the Save Report button. The User Defined Reports screen is displayed as shown below. Enter a name for the new custom report that you created and click on the Save button.

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11.  To create new Custom Report, click on the New Report button.

12.  You can retrieve this report again. It gets added to the main menu under Reports > below Custom Report.