Report Writer is a powerful tool that allows you to extract and transform data from your property's RMS database into fully customised reports. Data can be extracted from RMS to a CSV file.
Overview
You can create search templates based on a wide range of RMS fields, enabling you to filter and export only the specific data you need.
Use Report Writer to generate custom reports, mailing lists, mailing labels, and more—tailored to suit your operational and reporting needs.
✎ 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.
★ Tip: The export feature of Report Writer can be used to extract selected information from the returned matches using the returned matches from a search template.
Click Here for instructions to create a Report Writer search template in RMS.
Guide
In the side menu of RMS, go to Utilities > Report Writer.
- Select a Template.
- Select 'Show Matches' to perform the search.
- Select 'Export'.
- Select 'Add'.
- Enter a Template Name.
- Select a 'From' Category.
- Select a 'Field'.
- Select 'Add Field'.
- Repeat Steps 6-8 for all required Fields.
- Select 'Save'.
- Select 'Export'.
- Select the Field Order.
- Remove any required formatting.
- Select 'Export' to generate the .csv file.
A .csv file will be downloaded with the information from the selected fields and returned matches.
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