Configuring Reports

On provisioning of your property, all standard OPERA Cloud reports are loaded into their respective report groups.

These reports are detailed in the reports description section, for more information, see Report Descriptions.

You can also configure additional instances of these reports to suit your needs; by pre-selecting the search criteria, the column display options and layout options (group-by and/or sort-order) for the report and giving your report a unique report name.

For example, the standard Arrival Report - RES_DETAIL can be configured multiple times in the Arrival Report groups with various filters, sort order and column selections selected.

You could have an Arrivals by NameArrivals - VIP Only by Name, Arrivals by ETA (Time) reports - all of which generate the same RES_DETAIL arrival report, but with different parameters preset for search criteria, display and layout options.

Once configured in one property you can copy to other properties in a multi-property tenancy. For more information, see Copying Reports to Multiple Properties.

You can also add these reports to shift batch reports. For more information, see Configuring Shift Reports or schedule them to generate via the report scheduler. For more information, see Managing Scheduled Reports.

To Add a Report

  1. From the OPERA Cloud menu, select Reports, select Run Reports, and then New Report.

  2. On the Create Reports screen, select or confirm the Property.

  3. Select Oracle Report as the report type.

  4. Internal Name: Select a report from the list, for example res_detail (Arrival Report).

  5. Report Group: Select a group in which the report is to be listed.

    Note:

    You can configure additional report groups, as needed. For more information, see Configuring Report Groups
  6. Display Name: Enter a descriptive name for the report; this appears in Run Reports Generating Reports.

  7. Manage Translation: Click to enter the description in other languages.

  8. Print Copies: Enter the number of copies of this report to be run by default.

  9. Protected: Select to allow users only with the Print Protected Reports user task assigned to their roles to generate the report.

  10. Language: Select the language that the report needs to display.

    Note:

    This is only applicable to RTF stationery templates, not Oracle reports.
  11. Parameter Form: Select the existing parameter form for the selected Report Name. For example, res1 parameter form for the RES_DETAIL report. Ensure you select the correct parameter form for the report selected.

    The report parameters are then displayed. Setup the report Search Criteria, Filter, Include, Display and Layout options as desired.

  12. Watermark: Select the watermark option. For more information, see Working with Watermarks.

  13. Click Save or Save and continue to save and create another report

    .

To Edit a Report

  1. From the OPERA Cloud menu, select Reports, select Run Reports.

  2. Select or confirm the Property, enter optional search criteria, and click Search.

  3. From the search results, click the plus sign to expand the report. Select a report and click the vertical ellipsis and then select Edit.

  4. Update configuration and report parameters as required.

  5. Click Save.

To Duplicate a Report

Allows duplicating a built-in report in the same property to store it with a different name and different default parameter values.

  1. From the OPERA Cloud menu, select Reports, select Run Reports.

  2. Select or confirm the Property, enter optional search criteria, and click Search.

  3. From the search results, click the plus sign to expand the report. Select a report and click the vertical ellipsis and then select Duplicate.

  4. Modify or update the default parameter values.

  5. Click Save.

To Delete a Report

  1. From the OPERA Cloud menu, select Reports, select Run Reports.

  2. Select or confirm the Property, enter optional search criteria, and click Search.

  3. From the search results, click the plus sign to expand the report. Select a report and click the vertical ellipsis and then select Delete.

  4. Click Delete to confirm.