Creating the custom report
Select Reports, select Configure Reports, and then select Create Reports.
Enter or select the Property.
Select a Report Group. For example, Confirmation Letter, Folios, Registration Cards, and so on.
Select Customized Report for the Report Type.
Figure 8-18 Sample Report to base your Customized Report
Figure 8-19 Download Sample Report and Sample Data links
Note:
Once downloaded, the files are located in the default download folder (that is, the Downloads Folder on your local machine).
Figure 8-20 Show in folder option
Figure 8-21 Rename File
Customize the file as needed and then save the file.
Save the file and close it.
Figure 8-22 Choose File
Figure 8-23 Display Name matches the uploaded .rtf file’s name
Enter the number of Print Copies based on your requirements (for example, enter 1 or 2).
Enter or select a Language based on your requirements (for example, English).
Add Report Parameters if needed.
Click Save.
Running the report
This section describes the steps to validate the customization for the sample reports.
Select Bookings, Reservations, and then Manage Reservation.
Select Departures for the Search Type and then click Search. Verify the search results only contain departure reservations.
Figure 8-24 Select a reservation with a balance
Click I Want To... and then select Go To Billing.
Figure 8-25 Information Folio link
Figure 8-26 Folio Print
Figure 8-27 Custom Folio PDF
Figure 8-28 Custom Report Output