How to Create Custom Reports

On RoomRaccoon you can create custom reports tailored to the fields you would like to see. Custom reporting allows you to make very specific searches and reports based on a chosen time frame as well as various other specific options. 

Under your reservations tab you will find every reservation that has been entered into the system, from here there are already quite a few useful filters you can use to narrow your reservations down, for example if you want to view all of your reservations according to a specific status or see which reservations have been sent a pro forma or tax invoice you can use the filters above each column.

If you’re seeking a more detailed and specific overview of your reservation data you can create a custom report.

Here’s how: 

1. Click on the Reservations List Tab from your Calendar view.

2. Click on the plus sign to the right of your screen to choose your filters.

3. Give your custom report a name depending on the specific report requirements.

4. You can then select which fields you want included in your report by choosing to either Show or Hide the various fields

5. If selecting to Show a field and marking the circle to the right you have the option of filtering the time period before or after the current day.
   
   
   
   
   
   
   
   

6. Once you have made all of your choices you can click on the Save  button

7. Now in your reservations list you can select a time period from and to.

8. Choose your custom report from the right of your screen and from here you are able to download the relevant data pertaining to that specific report.

All filter options are connected by an 'and' and not by an 'and/or'. This means that only the reservations that meet all chosen requirements will be visible. 

Good to know

• The lists you create will be updated all the time. If you get a new reservation, it will be added to the created list as soon as it matches the values.

• For more on what the custom report filters mean, click here.