Information on using the Add On Reservation report in RMS, and the data it reports on.
Overview
The Add On Reservation report lists every Add On attached to a reservation across a selected date range.
It is designed to help you see which Add Ons are being sold, on which reservations, and for what value.
This report focuses on reservation-level Add On activity (per reservation, per Add On line), rather than availability or forecasting. It allows you to review each Add On in context with the reservation it belongs to, and to export the data for further analysis.
Typical use cases include:
- Reviewing daily, weekly, or monthly Add On sales
- Reconciling Add On revenue with operational or financial reports
- Checking which reservations have (or still need) specific Add Ons before arrival
- Auditing Add On assignments by guest, status, or date range
Why use the Add On Reservation Report?
Use this report when you need to:
-
Track Add On sales
See how many Add Ons were attached to reservations in a given period and compare this over time. -
Reconcile Add On revenue
Validate that Add On amounts on reservations match your financial or operational reports. -
Prepare for arrivals
Identify which reservations have Add Ons that require fulfilment before or during the guest's stay. -
Audit Add On activity
Review Add On lines by reservation status, guest, or date range to answer operational or audit questions. -
Export detailed data
Download the report for your own pivots, charts, or custom analysis.
If you are interested in charting Add On availability or capacity, you could use the Add Ons Chart instead. The Add On Reservation report specifically focuses on Add Ons attached to reservations.
Important Factors
When using the Add On Reservation report, please note the following:
Date logic
- The report is based on the Add On date range selected on the build screen (the period the Add On itself is scheduled for, shown in the From and To columns).
- A reservation will appear in the report for each Add On line that falls within the selected date range.
One row per Add On
- A single reservation can appear on multiple rows if it has more than one Add On.
- Each row represents one Add On line on a reservation, not one reservation.
Filtered by Add On
- By default the report includes all Add Ons. Use the Add On filter on the build screen to limit the report to one or more specific Add Ons.
Report Build Options
The following options are available when building the Add On Reservation report:
| Build Option | Description |
|---|---|
| Date Range | The period the Add Ons are scheduled for. Select a preset range or enter custom From and To dates. |
| Add On | Filter the report to one, several, or all Add Ons. Defaults to All Selected. |
| Group By | Controls how rows are grouped in the output. Options: No Grouping, Reservation, Add On Type, Property. |
| Sort By | Controls the order of rows within each group. Options: Reservation Number, Surname, Add On, From Date, Property. |
Guide
In the side menu of RMS, go to Reports > Daily > Add On Reservation.
- Select the Date Range.
- Select the Add On.
- Select the Group By option.
- Select the Sort By Option.
- Select Build.
Report Columns
The table below outlines the standard columns in the Add On Reservation report, along with a description of each.
Depending on selections made on the report build screen, the order of columns may vary.
| Column Header | Description |
|---|---|
| Res No | The unique Reservation number the Add On is attached to. |
| Guest No | The unique identifier of the Guest Profile assigned to the reservation. |
| Status | The current status of the reservation. |
| Surname | The surname of the guest as listed on the Guest Profile assigned to the reservation. |
| Arrive | The arrival date of the reservation. |
| Depart | The departure date of the reservation. |
| Add On Type | The category the Add On belongs to, as configured in the Add On setup. |
| Add On | The name of the Add On attached to the reservation. |
| From | The start date (and time, where applicable) of the Add On on the reservation. |
| To | The end date (and time, where applicable) of the Add On on the reservation. |
| Add On Sundry | The Sundry Charge linked to the Add On. |
| Amount | The value of the Add On line on the reservation. |
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