Reports: Commerce (New): Activity by Reservations (Excel)

This report displays the reservation activity (such as active and cancelled) for an event within the given date range. It also displays deposits received, cancel fees received, refunds, etc.

This report displays in Excel. You can also display the report in your web browser by selecting the Activity by Reservations report.

To run the report:

  1. Select an event by doing one of the following:

  1. Select All Hotels or a specific hotel from the Enter Hotel ID drop-down list.

  2. Select All Attendees or a specific Attendee Type from the Select an attendee type drop-down list.

  3. Enter the date range, which is the first to last date of reservation activity to be included in the report.

  4. Select the reservation status (active, cancelled, or both) to view in the report from the Choose Reservation Status drop-down list.

  5. Select the form of payment to view in the report from the Choose Form Of Payment drop-down list.

  6. In Select Sort Options, choose to have the report sort on the user's last name, company name, or hotel name.

  7. Optionally, check the Show only reservations with incomplete. box to filter the report to show only those transactions that require your attention.

  8. Optionally, check the Show reservations with manual adjustments. box to show those transactions that have had manual adjustments, such as refunds or manual charges.

  9. Click Generate Report.