The Reservation Made/Modified Report provides an audit of all reservations created or modified within a selected date range, with an option to export the details to CSV.
Overview
The Reservation Made/Modified Report is an interactive report providing an audit on all reservations created or modified.
A summary and detailed version of the report can be generated for all reservations created and/or modified within the selected date range.
The Reservation Made/Modified Report includes the Reservation Number, Group Name, Surname, Area, Rate, Arrive & Depart Dates, Nights, Reservation Status, People, Travel Agent, Company, Modified By and Date Modified.
The Detailed Report Type provides additional reservation information, including the Nightly Rate, Rate Type, Booking Source, and Reservation Type for each reported reservation.
Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Use Cases
- Daily audit of changes - Reception or management run the report to see which reservations were created or modified in a period, and by whom.
- Investigate a change - Use the Detailed report to see the specific fields that changed on a reservation, with the previous value shown in the matching Old column.
- Channel and agent activity - Group by Booking Source/Agent or Travel Agent to review new and modified bookings by source.
More Information
The information displayed on the report will vary based on the options selected on the report build screen.
- Choose Summary to view an overview of reservations that have been made or modified, depending on your build screen selections.
- Choose Detailed to see specific fields that were changed within a reservation, as well as any new reservations created, based on the selected build options.
- Choose Export to CSV, which writes each reservation as a row with the full list of audit columns so the data can be reviewed or filtered in a spreadsheet.
Tip! When viewing the CSV file, columns labelled Old (for example Area Old, Depart Date Old) show the previous value for a field that was changed, so a modification can be compared to the value that was in place before the change.
How to Access
In the side menu of RMS, go to Reports > Management > Reservations > Made/Modified.
- Select a Date Range.
- Select a Report Type.
- Select a Report By option.
(Optional) Select a Grouping.
(Optional)Select a Category.
(Optional) Select the checkbox for a Reservation Status.
(Optional) Select More Options for additional selections. - Select Build or Export To CSV.
Report Options
The options below appear on the report build screen. Additional filters are available by clicking More Options.
Tip! Report build screens default to a common use configuration, and selections can be made as required.
| Report Option | Type | Description |
|---|---|---|
| Date | Date range | The period of reservation activity to report. Reservations created or modified within this range are included. |
| Report Type | Single-select |
Sets the level of detail. Options:
|
| Report By | Single-select |
Selects which activity to report. Options:
|
| Group By | Single-select |
Groups the results. Options:
|
| Sort By | Single-select |
Sorts the results. Options:
|
| Category | Multi-select | Limits the report to the selected Categories. |
| Category Grouping | Multi-select | Limits the report to Categories in the selected Category Groupings. |
| Reservation Status | Checkboxes | Includes reservations in the selected statuses: Arrive, Depart, Unconfirmed, Confirmed, Cancelled, Quote, Owner, No Show. |
The following additional filters are available under More Options:
| Report Option | Type | Description |
|---|---|---|
| Property | Multi-select | For multi-property (Enterprise) databases. Limits the report to the selected properties. |
| Reservation Type | Multi-select | Limits the report to the selected Reservation Types. |
| Booking Source | Multi-select | Limits the report to the selected Booking Sources. |
| Market Segment | Multi-select | Limits the report to the selected Market Segments. |
| Rate | Multi-select | Limits the report to the selected Rate Types. |
| Company | Multi-select | Limits the report to the selected Companies. |
| Travel Agent | Multi-select | Limits the report to the selected Travel Agents. |
| Category Class | Single-select | Limits the report by category class. Options include Facility, Accommodation and Both. |
| All Companies | Checkbox | Includes reservations for all companies. |
| All Reservation | Checkbox | Includes all reservations. On by default. |
| Include Pencils | Checkbox | Includes pencilled (tentative) reservations. |
| Group By Property | Checkbox | Shows a separate section per property. |
| Long Term | Checkbox | Includes long-term reservations. |
| Non Long Term | Checkbox | Includes non long-term reservations. |
Column Headers
The Summary report includes the columns below. The Detailed report adds the Nightly Rate, Rate Type, Booking Source and Reservation Type, and for modified reservations shows an Old column beside each changed field with the previous value.
| Column | Description |
|---|---|
| Reservation Number | The reservation number. |
| Group Name | The group name, if the reservation belongs to a group. |
| Surname | The guest surname on the reservation. |
| Area | The Area assigned to the reservation. |
| Rate | The Rate Type on the reservation. |
| Arrive / Depart Dates | The reservation arrival and departure dates. |
| Nights | The number of nights. |
| Reservation Status | The status of the reservation. |
| People | The number of guests on the reservation. |
| Travel Agent | The Travel Agent on the reservation, if any. |
| Company | The Company on the reservation, if any. |
| Modified By | The user who created or last modified the reservation. |
| Date Modified | The date the reservation was created or modified. |
Tip! Select the favourite icon to mark this Report as a Favourite Report for quick access via the Favourite Reports Menu.
Related Reports
- Reservation Audit Trail - a full audit trail of the changes made to a single reservation.
- Reservation List Report - lists reservations matching selected criteria.
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