Daily Payment Mode Report

Use Report Writer to report on reservation payment modes daily in RMS.

Steps Required

In the RMS Side Menu, go to Utilities > Report Writer
Enter a Template Name.
Select 'From' as 'Reservation'.
Select "Field' as 'Arrive Date'.
Select the Criteria of 'Equal to' as 'Tomorrow'.
Select 'Add This Statement'.
Select 'Save Template'.
Select 'Show Matches'.
Select 'Export'.
Select 'Add'.
Enter an Export Template Description.
Select 'From' as 'Reservation'.
Select 'Field' as 'Reservation Number' and 'Payment Mode'.
Select 'Save'.
Select 'Export'.
Select 'Export' to confirm.

✎ Please Note: Some Users may not see or have access to the functions mentioned in this article. CLICK HERE to find out more.

Visual Guide

In the RMS Side Menu, go to Utilities > Report Writer

Enter a Template Name.

Report Writer screen in RMS opened from the Utilities menu, showing a Template Name field filled in to create a new report template.

Select 'From' as 'Reservation'.

Report Writer criteria builder in RMS with the From dropdown set to ‘Reservation’ for defining the data source of the report.

Select "Field' as 'Arrive Date'.

Report Writer criteria row in RMS showing From = Reservation and Field = Arrive Date selected to filter reservations by arrival date.

Select the Criteria of 'Equal to' as 'Tomorrow'.

Report Writer criteria row in RMS displaying Arrive Date with the condition set to ‘Equal to’ and the value ‘Tomorrow’ to target reservations arriving the next day.

Select 'Add This Statement'.

Report Writer criteria builder in RMS with the Arrive Date = Tomorrow condition configured and the ‘Add This Statement’ button highlighted to add it to the template.

Select 'Save Template'.

Report Writer screen in RMS showing the created template with a ‘Save Template’ button highlighted to store the report definition.

Select 'Show Matches'.

Report Writer screen in RMS with the saved template and a ‘Show Matches’ button highlighted to display reservations that meet the Arrive Date = Tomorrow criteria.

Select 'Export'.

Report Writer results screen in RMS listing matching reservations, with an ‘Export’ button highlighted to start exporting the data.

Select 'Add' to create a new Export Template.

Export Template selection window in RMS with an ‘Add’ button highlighted to create a new export layout for the report.

Enter an Export Template Description.

New Export Template configuration window in RMS showing a Description field populated to name the export template for daily payment mode reporting.

Select 'From' as 'Reservation'.

Export Template field selection in RMS with the From dropdown set to ‘Reservation’ to choose fields from reservation data for export.

Select 'Field' as 'Reservation Number' and 'Payment Mode'.

Export Template editor in RMS listing selected fields with Reservation Number and Payment Mode chosen as the columns to include in the exported file.

Select 'Save' to store the changes made to the new Export Template.

Export Template editor in RMS with the configured fields and a Save button highlighted to store the new export layout.

Select 'Export'.

Report Writer export dialog in RMS showing the chosen Export Template and an ‘Export’ button highlighted to generate the output file.

Select 'Export' to confirm.

Confirmation prompt in RMS asking the user to confirm export, with an Export button highlighted to proceed with generating the .csv file.

A .csv file will be downloaded, including the selected Export Fields from the returned matches.

Browser or operating system download bar showing a .csv file from RMS Report Writer has been downloaded, containing Reservation Number and Payment Mode columns for reservations arriving tomorrow.

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