Managing 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 duplicating the report and 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 Arrival Report can be configured multiple times in the Arrival Reports report group with various filters, sort order and column selections selected. You could have an Arrivals by Name, Arrivals - 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.

When the OPERA Multi-Property Reservation Cloud Service is active, you can copy reports to other properties. For more information, see Copying Reports to Multiple Properties. You can also add these reports to shift batch reports. For more information, see Managing Shift Reports or schedule them to generate via the report scheduler. For more information, see Managing Scheduled Reports

Adding Reports

1. From the OPERA Cloud menu, select Reports, and then select Manage Reports.

2. Click New Report and complete the following:

   1. Property: Enter or select the property.

   2. Report Type:

      1. Oracle Report: Select for all standard reports provided as part of OPERA Cloud provisioning. For more information, see Report Descriptions.

      2. Rich Text Format: Select for standard RTF-based reports provided as part of OPERA Cloud provisioning (Various Sales and Event Management reports use this format). For more information, see Report Descriptions.

      3. Customized Report. Select to setup a stationery template. For more information, see Configuring Stationery Templates.

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

   4. 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 Managing Report Groups

   5. Display Name: Enter a descriptive name for the report; this appears in Run Reports and Shift Reports.

      1. Manage Translation: Click to enter the description in other languages. (Available when the Multi-Language OPERA Control is active).

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

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

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

      Note:

      This is only applicable to RTF stationery templates, not Oracle reports.

   9. 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.

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

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

Editing Reports

1. From the OPERA Cloud menu, select Reports, and then select Manage Reports.

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

3. From the search results, select a report then click the vertical ellipsis Action menu and select Edit.

4. Update configuration and report parameters as required.

5. Click Save.

Duplicating Reports

You can copy reports in the same property to store it with a different name and different default parameter values.

1. From the OPERA Cloud menu, select Reports, and then select Manage Reports.

2. Enter search criteria, and click Search.

3. From the search results, select a report then click the vertical ellipsis Action menu and select Duplicate.

4. Complete the following:

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

   2. 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 Managing Report Groups

   3. Display Name: Enter a descriptive name for the report; this appears in Run Reports .

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

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

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

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

      Note:

      This is only applicable to RTF stationery templates, not Oracle reports.

   7. 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.

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

5. Click Save.

Deleting Reports

1. From the OPERA Cloud menu, select Reports, and then select Manage Reports.

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

3. From the search results, select a report then click the vertical ellipsis Action menu and select Delete.

4. Click Delete to confirm.