Overview
Property Managers can automate Reservation Reports reports and customise exactly which reservation details are included in the exported report. This allows different teams to receive only the information relevant to their workflow.
Housekeeping teams Guest Information, Room or Property details, Check In/Check dates and Arrival/Departure times
Suppliers such as a Linen providers Occupancy and Stay Dates
Finance teams Reservation Value, Payment Status and Agent information eg Channel provider
Custom column selection is available for Reservation Reports only.
Where to find
Settings > General > Automations > Report
Create a Custom Reservation Report
Step 1
Go to Settings > General > Automations > Report tab
Step 2
Click New Automation
Step 3
Enter the required automation details:
Frequency from Daily, Weekly, Monthly
Next Due Date Use calendar picker to select first automation date
Email Contact/s, Subject and Custom Message
Step 4
From Report Type, select Reservation Report from the drop down.
Step 5
Select Columns appears in the report fields section. Use the checkboxes to choose the Reservation fields to include in the report. At least one field must be selected.
Step 6
Select Rooms or Properties to include in the Report
Step 7
Click Add to save automation.
The Reservations Report will be sent automatically based on the configured schedule.
An email will be sent to all listed recipients.
The email will include the subject and message you configured.
Column order should follow the order selected by the user
The actual report data will appear in the email and as an attached CSV.
Supported Custom Reservation Fields
The Reservation Report allows you to export reservation data based on the fields most relevant to your reporting needs. Column order will follow the order selected when created.
Personally Identifiable Information (PII) will require additional security verification during export.
[NEW UI - coming with addition of close button for this pop up]
What Do [OLD] and (Raw) Mean?
Some column export fields may include suffixes such as [OLD] or (Raw). These labels help identify how the data is stored and where it originates from.
Understanding [OLD] and (Raw) Fields
Some export fields may include [OLD] or (Raw) in their name.
[OLD] fields are older custom fields that may still contain information used by your Property. Because custom fields can be different for each Property, the fields you see may not match those shown by other users.
(Raw) fields contain the original stored value rather than the formatted version shown in Resly. For example, instead of displaying a name, the export may show a reference code or identifier eg AGENT-XYZ instead of a Agent XYZ
If you're unsure which field to select, the standard field (without [OLD] or (Raw)) is usually the best option for reporting.
Edit an Existing Automation
Update the general settings of a Reservations Report or pause a report by switching setting from Active to Inactive.
Step 1
Go to Settings > General > Automations > Report
Step 2
Open the existing Reservation Report automation using the Edit button
Update the automation settings
Click Save to confirm