RoomBoss supports custom booking report downloads.
It is possible to customise the columns in your excel bookings report downloads. To access custom booking reports:
Navigate → Bookings → Search Bookings and select the Search by Date tab.
Select the search criteria for your report and click Search, then the Generate Custom Report link:
An overlay with the customisation options will open:
Report type options are:
- Financial (relax search criteria for packaged bookings)
If this type of report is selected: all bookings which meet the search criteria AND any bookings they are packaged with will be included in the report.
- Limited (strictly apply search criteria)
If this type of report is selected: ONLY bookings which meet the search criteria will be included in the report. This report will not allow inclusion of columns related to package invoicing and payments as these are only relevant in if all bookings in a package are included.
Show options are:
- One Row Per Booking Element
If this option is selected: each booking element (each room in a multi room booking or each bus seat in a bus booking) will have it’s own row.
- One Row Per Booking
If this option is selected: each booking will have it’s own row. This report will not allow inclusion of columns related to individual items within an order, such as product options and room number or ski instructor.
Choose your columns
By default all columns (subject to the limitations above) are included in reports. You can choose to omit columns by moving them from the box on the right (included in report) to the box on the left (excluded from report).
Once you have finalised the items you require in the report click Generate Report to download.
This will take you to the next screen. Click Click to see if report generation has completed…
This will refresh the page. Click on the Download Report link as highlighted in the image below.
