How to Use Report Writer in RMS to Create a Mailing List for Long-Term Guests
Overview
Report Writer is a powerful tool that enables you to extract and transform data from your property’s RMS database into fully customised reports.
A mailing list for long-term guests enables better communication, personalised offers, and ongoing relationship building — all of which drive loyalty, satisfaction, and revenue.
Please Note! Some Users may not see or have access to the functions mentioned in this article. CLICK HERE to find out more.
Steps
In the RMS Side Menu, go to Utilities > Report Writer.
- Enter a Template Name.
- Choose a Property.
- Select Reservation in the From column.
- Choose Long Term in the Field column.
- Select Equal To and Yes in the Criteria column.
- Click Add This Statement.
- Choose Save Template.
- Pick Show Matches.
- Select Export.
- Choose Add.
- Enter an Export Template Name.
- Choose Guest in the From column.
- In the Field column, select: TitleGivenSurname, Address, Town, State, Post Code.
- Click Save.
- Select Export to export using the matches from the Report Writer Search.
- Choose Export.
Visual Guide
In the RMS Side Menu, go to Utilities > Report Writer.
- Enter a Template Name.
- Choose a Property.
- Select Reservation in the From column.
- Choose Long Term in the Field column.
- Select Equal To and Yes in the Criteria column.
-
Click Add This Statement.
-
Choose Save Template.
-
Pick Show Matches.
-
Select Export.
-
Choose Add to create a new Export Template.
- Enter an Export Template Name.
- Choose Guest in the From column.
- In the Field column, select: TitleGivenSurname, Address, Town, State, Post Code.
-
Select Save to store this Export Template for future use.
-
Select Export to export using the matches from the Report Writer Search.
- Choose Export.
Please Note! A .csv file containing the selected export data for the returned results will be downloaded.
Comments
0 comments
Please sign in to leave a comment.