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    OnRes Systems Inc.
    506 -145 West Keith Road
    North Vancouver, BC
    Canada V7M 1L3
    1.866.687.7057 Toll Free in North America
    1.604.484.2483 Local

    © 2020 - OnRes Systems

    Analytics & Reports


    The following reports are viewable in the Analytics & Reports section on the left side navigation menu.

    1. Sales Report

    1.1 How to run a Sales report?

    Click on the Sales Report tab under the Analytics & Reports section on the left side navigation menu to open the Sales Report page.

    Sales report consists of a Stacked Column Chart and a Pie Chart. The charts can illustrate the dollar value of the reservations made through different sources, e.g. Web, Mobile, Manual, Booking.com, etc. Clicking on the chart will show the actual dollar value of each portion.

    Choose the reporting period for either Monthly report (of the year chosen) or Daily report (of the month chosen). The dates can be either the reservation's Stay Date or Book Date.

    1.2 How to email or export the report?

    When the report is generated, click on the icon to email the report to the email address shown in the text box.

    When the report is generated, click on the icon to export/save the report in CSV format.

    2. Occupancy Report

    2.1 How to run an Occupancy report?

    Click on the Occupancy Report tab under the Analytics & Reports section on the left side navigation menu to open the Occupancy Report page.

    The column chart illustrate the occupancy percentage for the chosen reporting period, either Monthly (of the year chosen) or Daily (of the month chosen).

    2.2 How to email or export the report?

    When the report is generated, click on the icon to email the report to the email address shown in the text box.

    When the report is generated, click on the icon to export/save the report in CSV format.

    3. Custom Report (new)

    You can create your own report with different fields, and have the report automatically repeated on a set schedule.

    3.1 How to create a Custom report?

    Click on the Custom Report (new) tab under the Analytics & Reports section on the left side navigation menu to open the Custom Report page.

    Click on the New Report button to open the Report Details pop-up.

    You can set the following items for your report

    • Report Name - First, create a report name
    • Based On - Select what kind of dates it's based on, e.g. Check-in, Check-out, or Book Date.
    • Report Fields - Toggle on/off the check boxes to select/unselect the fields
    • Order & Label - You can drag & drop to reorder the fields in the report. You can also edit their labels
    • Filter - if you want the report data only for any specific products, select the products in the Filter section, otherwise, leave it empty.
    • Output - Choose either CSV or PDF as the output format
    • Delivery - If an email address is present, the system can deliver the report to the email. If email is not present, you can always download the report to your PC. Note, email is required for Auto Reports
    • Auto Reports - you can schedule the report to be repeated at a specific frequency, e.g. Daily, Weekly, Monthly, or Anually.

      Note: In order to have the Auto Report run at the correct time, you need to set your Property's Time Zone info correctly at the Settings >> Property & Amenity section

    3.2 How to run a Custom Report?

    Auto Reports will be run by the system at the scheduled time.

    To run a Manual Report, click on the Run Now button on the Report list, to open the Run Report Now pop-up.

    You can choose a pre-set report period, e.g. (Past 7-days, Month To Date, Year To Date, etc), or choose a custom report date period. Then press Download Report button to download the report to your PC.

    If an email is set as the delivery method, you can also press the Email Report button to have the report delivered to the email address.

    3.3 How to create reports for Vacacation Rental accounts?

    Accounts that are running in the Vacation Rental mode are often in the need of creating reports for each individual rental property to track their revenues and commissions. This section summarises the steps to create such reports.

    Step 1 - Set up commission amount at the Rates Setup. Commissions are set on a per Rate Group basis, therefore, individual rental properties that are booked on different Rate Groups can have different commission rates.

    Step 2 - Create a Custom Report as described in the above section (Section 3.1).

    • Include all the fields you like, e.g. Product Name, Check-in/out Dates, Total Cost, etc. If this is a Commission report, make sure to include "Commission" in the Report Fields.
    • If you would like to have a report for each property, create one report for each Property by selecting the specific Product in the Filter section
    • If you would like the system to deliver the report to each property owner, add the owner's email address to the Delivery to Email section
    • You can enable the Auto Report option to let the system deliver the report on the desired dates at a desired frequency.

    4. Night Audit

    4.1 What tasks are performed during Night Audit?

    The following tasks are performed during a night audit process

    • Set NO-SHOW:
      Set NO-SHOW status to reservations on the audit date that are not checked-in, any room assignments for these reservations will be removed.
    • Set OD Status:
      Update the Housekeeping status to Dirty for all Occupied rooms
    • Set / Unset OOS:
      If any rooms are scheduled to be Out of Service(OOS), the system will update the room status to OOS upon entering the schedueld period; or back to Active upon exiting the period
    • Generate the following Reports
      • In House Guests
      • Room / Housekeeping Status
      • Upcoming Arrivals
      • Upcoming Departures

    4.2 How to run a Night Audit?

    You can manually run Night Audit every night, or set it up to let the system run it at certain time each night automatically.

    Note: in order to run the report at the correct time, please make sure the Property's Time Zone information is correctly set at Settings >> Property & Amenities

    To run Night Audit manually:

    Click on the RUN AUDIT button to start the night audit process manually. Note: it's not recommended to run the audit multiple times for the same day. If it has to be done, be aware that previous reports for the date will be overwritten during the most recent audit.

    To setup auto Night Audit:

    Toggle on the checkbox for Enable auto daily audit, choose a time in your property's timezone, then press Save Settings.

    Once enabled, the system will run the audit automatically at the chosen time.

    Current Audit Date
    indicates the date that the audit will be performed based on the data on. For example, if the current audit date is Aug 9, 2020, then the audit will generate the reports for this date, e.g.

    • In House Guests that staying for the night of Aug 9, 2020
    • Arrival's list for Aug 10, 2020
    • Departure's list for Aug 10, 2020

    Depending on what time you open this Night Audit page, the Current Audit Date will be different. If you open the page in the evening (between 8pm and 12am), the Current Audit Date will be next day's date. If you open the page in the morning (12am - 8pm), the Current Audit Date will be the same day's date.

    4.3 How to view/download Night Audit reports?

    The reports generated by the Night Audit process are in PDF format.

    You can download individual reports for the current audit date by clicking on the View and Download button

    You can also download reports from certain date period in the past on the right side widget