NextGen Reports

Department Key Reports

Below is a list of commonly used reports on a day to day basis for the below key operational departments:

Opera Report	HotelKey Report	Description	Permissions	Daily KPI Reports by Business Unit	FD GSR	FD MGR	Manager - Finance	Manager - Revenue
Legacy Report	Operations
	Add On Revenue	Provides a list of all add on transactions including charge type name, charge type code, amount and when the add on was purchased (check in time or on Demand).	dynamic_Add_On_Revenue		TRUE	TRUE	FALSE	TRUE
•Financial Payment and Revenue Report •Financial Transactions with Generates Report •Journal by Transaction Code Report •Transaction Codes by Transaction Code	All Transactions	Provides a list of all transactions including transaction code, transaction description, transaction type and room number individually and the corresponding amount for a defined date.	dynamic_All_Transactions	Night Auditor	TRUE	TRUE	TRUE	FALSE
•Cashier Audit Report	Clerk Shift	Provides detailed information on payment information, deposit drop information, shift details and paid out summary for a defined date.	dynamic_Clerk_Shift	General Manager & Night Auditor	TRUE	TRUE	TRUE	FALSE
•Day/MTD/YD Statistics Report •Financial Payment and Revenue Report •Manager Report •Matrix Report	Final Audit	Provides detailed information on revenue, charges, surcharges & fees, taxes, payments, settlement payment information, cash deposit and cash drop, statistical counts, occupancy and revenue statistics for the end of business day.	dynamic_Final_Audit	General Manager & Night Auditor	FALSE	TRUE	TRUE	TRUE
	Guest Opt In Preferences	The Guest Opt In Preferences report provides a recap of the communication items a guest has consented to or withdrawn as part of the General Data Protection Regulation (GDPR) requirements.			FALSE	FALSE	FALSE	FALSE
•Journal by Cashier and Article Code Report	Hotel Statistics	Provides detailed information on room statistics, performance statistics, revenue performance, revenue statistics, taxes, payments, guest statistics, guest performance statistics, today's activity, forecast guest statistics, and forecast performance statistics for a defined date.	dynamic_Hotel_Statistics	General Manager	TRUE	TRUE	TRUE	FALSE
	Length of Stay Statistics	The Length of Stay Statistics report will display a breakdown of the Room Nights, Room Revenue and ADR by configured categories in separate rows.			FALSE	FALSE	FALSE	FALSE
	Local Market Segment	Provides the revenue, stays, ADR, occupancy contribution and RevPAR contribution overview by market segment for a defined date.	LOCAL_MARKET_SEGMENT -> Configuration		FALSE	TRUE	FALSE	TRUE
	Local Market Segment Details	Provides the reservation details for the local market segment associated to the reservation.			FALSE	FALSE	FALSE	FALSE
	Payments Summary	Provides a list of all payment types (cash, check, comp, direct bill, master card, visa, etc.) taken for a defined date.	dynamic_Payment_summary	Accounting	TRUE	TRUE	TRUE	FALSE
	Loyalty Enrollment Report	Provides a list of loyalty enrollments including account number, enrollment date, guest name and username of agent who enrolled guest.	DYNAMIC_LOYALTY_PROGRAM_ENROLLMENT		TRUE	TRUE	FALSE	FALSE
	Market Segment Details Forecast	Provides statistical information including number of rooms sold, number of guests, adults and children, room revenue, F&B revenue and other revenue by Market Segment Code.			FALSE	FALSE	FALSE	FALSE
	Nationality Report *for required countries only*	Provides a guest count by Country Name and Country Code for a defined stay period.	dynamic_Nationality		FALSE	FALSE	FALSE	FALSE
	Package Credit Details	The Package Credit Details report provides a list of package elements and package credits associated with room number for in-house guests.			TRUE	TRUE	FALSE	FALSE
	Package Revenue Activity	Provides a summary of package revenue, including reservation status, guest name, check in date, check out date, package name, package elements and package revenue.	dynamic_Package_Revenue_Activity		TRUE	TRUE	FALSE	TRUE
•Guest In House Traces by Department	Reminders Report	Provides a detailed list of reminders by date, reminder time, department and associated guest/confirmation number.	dynamic_Reminders_Report	Front Office	TRUE	TRUE	FALSE	FALSE
	Service Recovery	Provides a list of service recoveries, the discount amount, remarks by confirmation number, guest name and room number.	dynamic_Service_Recovery		TRUE	TRUE	FALSE	TRUE
	Travel Agent Checkout	Provides a list of reservations made by a travel agencies. Report includes IATA number, guest name, stay details, rate details and commission details.	DYNAMIC_MONTHLY_TRAVEL_AGENT_CHECKOUT		TRUE	TRUE	FALSE	FALSE
•Guest Trial Balance Report	Trial Balance report	Provides a summary of all assets, liabilities and income for a defined date.	dynamic_Trial_Balance_report	Accounting	TRUE	TRUE	TRUE	FALSE
	Revenue
•Profile Production - Summary Report •Profile Productivity Statistics Detailed Report	Rate Plan Summary	Provides revenue, stays, ADR, occupancy contribution and RevPAR contribution statistics by rate plan for a defined date.	dynamic_Rate_code_Summary	Revenue Manager	TRUE	TRUE	FALSE	TRUE
•Market Code Statistics	Market Segment Summary	Provides the revenue, stays, ADR, occupancy contribution and RevPAR contribution overview by market segment for a defined date.	dynamic_Market_Segment_Summary	Revenue Manager	TRUE	TRUE	FALSE	TRUE
•Business on the Books Report •Forecast Future Occupancy Report •History and Forecast Report •Reservations Forecast	Occupancy Forecast & History	Provides a detailed breakdown of the total occupancy for a future defined date.	dynamic_Occupancy_Forecast	Revenue Manager	TRUE	TRUE	FALSE	TRUE
	Occupancy Summary	Provides a detailed breakdown of the total occupancy for a defined date.	dynamic_Occupancy_Summary		TRUE	TRUE	FALSE	TRUE
	Package Revenue Summary	Provides a summary of package revenue broken down by package name and element name for a defined date.	dynamic_Package_Revenue_Summary		TRUE	TRUE	FALSE	TRUE
	Rate Report	Provides rate information including rate, taxes, guest balance, rate plan, market segment and company name for each in-house guest.	dynamic_Rate_Report		TRUE	TRUE	FALSE	TRUE
•Business on the Books Report	Revenue Forecast by Market Segment	Provides a forward looking view of revenue production (stays, revenue, ADR, occupancy contribution and RevPAR contribution) by market segment.	dynamic_Revenue_Forecast_by_Market_Segment	Revenue Manager	TRUE	TRUE	FALSE	TRUE
	Revenue Forecast by Local Market Segment	Provides a forward looking view of revenue production (stays, revenue, ADR, occupancy contribution and RevPAR contribution) by local market segment.			TRUE	TRUE	FALSE	TRUE
•Financial Payment and Revenue Report •Folio Grouping Codes •Revenue Buckets	Revenue Summary	Provides an overview of total revenues for a defined date for each revenue outlet within the hotel.	dynamic_Revenue_Summary		TRUE	TRUE	FALSE	TRUE
•Detailed Availability Report	Room Type Summary	Provides the total number of rooms sold, ADR and occupancy percent for each room type for a defined date.	dynamic_Room_Type_Summary	Revenue Manager	TRUE	TRUE	FALSE	TRUE
	Source Forecast	Provides the revenue, stays, ADR, occupancy contribution and RevPAR contribution overview by booking source for a future defined date.	dynamic_Source_Forecast		TRUE	TRUE	FALSE	TRUE
	Source Summary	Provides the revenue, stays, ADR, occupancy contribution and RevPAR contribution overview by booking source for a defined date.	dynamic_Source_Summary		TRUE	TRUE	FALSE	TRUE
	Uninvoiced Transactions *for required countries only*	Provides a list of transactions that are not billed. Report includes confirmation number, folio number, guest name, stay and rate details.	dynamic_Uninvoiced_Transactions		TRUE	TRUE	FALSE	FALSE
	Reservations
	Adjustments and Refunds Activity	Provides a list of rate adjustments or refunds transactions on a defined date. Report includes transaction date, time, transaction type, transaction number, reason code, adjustment amount and user who completed adjustment.	DYNAMIC_ADJUSTMENT_ACTIVITY	Night Auditor	TRUE	TRUE	TRUE	FALSE
•Deposit Activity Report •Deposit Ledger	Advance Deposit Activity	Provides details on all advanced deposit activity for general reservations and groups. In addition, details on advance deposit net totals and balances on a defined date.	dynamic_Advance_Deposit_Activity		TRUE	TRUE	TRUE	FALSE
•Deposit Activity Report •Deposit Ledger •Reservations Entered on and By Report •User Activity Log	Clerk Activity	Provides details on clerk activity on a reservations. Report will display the guest confirmation number, room number, user name, amount charged, payment details and time transaction was completed.	dynamic_Clerk_Activity		TRUE	TRUE	TRUE	FALSE
	Departures List	Provides a list of today's departures with the checked-out status, balance due, estimated departure time and actual departure time.	dynamic_Departures_List	Front Office	TRUE	TRUE	FALSE	TRUE
•Actual Business Block •Group Pickup Report	Group Reservations	Provides a list of group block details for a defined date or period of time.	dynamic_Group_Reservations		TRUE	TRUE	FALSE	TRUE
•Blocks by Cutoff Date Report •Group Pickup Report	Group Reservations Details Report	Provides a list of group block details by DOW with breakout of Authorized (AT) and Contracted (CT) allocations..	dynamic_Group_Reservations		TRUE	TRUE	FALSE	TRUE
•Group Rooming List Report	Group Room List	Provides a group rooming list for picked-up reservations on a defined date.	dynamic_Group_Room_List		TRUE	TRUE	FALSE	FALSE
•Guest Birthday In House •Guests in House by Room Number / Alpha Report •Guest In House Rate Variance Report •Rate Check Report by Room Number Report	In House	Provides a current list on in-house guests.	dynamic_In_House		TRUE	TRUE	FALSE	FALSE
	Lost and Found	Provides a current list of lost and found items.	dynamic_Lost_and_Found		TRUE	TRUE	FALSE	FALSE
•Reservations Cancellations	No Show & Late Cancel	Provides a list of all no show or late cancel (cancelled within penalty period) reservations for a defined period. Report includes number of penalty nights, amount, reservation status and if penalty was paid.	dynamic_No_Show	Night Auditor	TRUE	TRUE	FALSE	FALSE
•Cash Paying Guest in House •Credit History Report	Payment Activity	Provides. a list of payment activity on a defined date. Report includes transaction date, time, confirmation number, guest name, room number , payment type, amount and user who completed the transaction.	dynamic_Payment_Activity		TRUE	TRUE	TRUE	FALSE
•Rate Code Header	Rate Override	Provides a list of all rate overrides performed on a defined date. Includes transaction date, time, confirmation number, guest name, charge type, adjustment code, old rate, new rate, override amount, remarks and user who completed transaction.	dynamic_Rate_Override		TRUE	TRUE	FALSE	TRUE
•Arrivals and Check In •Arrivals: Detail Report •Departures All Report •Departures by Companies •Guest In House with License Plate •Reservations Statistics Report •Reservations Cancellations •Reservations Entered On and By Report •Reservations Made Yesterday •The Reservations By...	Reservations	Provides details on all reservations, arrivals, in-house guests, checked-out guests, no shows and cancelled reservation for a defined date.	dynamic_Reservations		TRUE	TRUE	TRUE	TRUE
	Revenue Activity	Provides a list of transactions by transaction type and transaction number for each revenue outlet within the hotel.	dynamic_Revenue_Activity	General Manager	TRUE	TRUE	FALSE	TRUE
	Room Lock	Provides all the rooms which are locked by the user. Locked meaning the room assigned to the reservation cannot be moved.	dynamic_Room_Lock		TRUE	TRUE	FALSE	FALSE
	Room Move Activity	Provides a list of room moves for a defined date. Report includes guest name, confirmation number, date room was moved, time, previous room, new room type, previous room. number, ew room number, remarks and user who moved room.	DYNAMIC_ROOM_MOVE_UPGRADE_ACTIVITY		TRUE	TRUE	FALSE	TRUE
	Scheduled Advance Deposits by Arrival	Provides a list of scheduled advance deposits including guest name, stay details, amount due and deposit status (paid or failed).	DYNAMIC_ADVANCE_DEPOSIT_ACTIVITY	Night Auditor	TRUE	TRUE	TRUE	FALSE
	Special Assistance	Provides a list of all reservations who have "Special Assistance" flag set to "yes" on the reservation. Will also include any remarks if entered on the reservation.	dynamic_Special_Assistance		TRUE	TRUE	FALSE	FALSE
•Features	Stay Requests	Provides a list of reservations with remarks such as room preferences, stay requests, housekeeping requests or booking remarks on a defined date.	dynamic_Stay_Requests	Front Office	TRUE	TRUE	FALSE	FALSE
	Tourism Report *for required countries only*	Provides a list of nationality production (guest count and LOS) for the property by MTD and YTD.	dynamic_Tourism_Report		FALSE	FALSE	FALSE	FALSE
	Zero Rate	Provides a list of zero rate reservations. Report includes confirmation number, guest name, check-in date, check-out date, rate code, room rent, misc charges, total charges and total payments.	dynamic_Zero_Rate		TRUE	TRUE	FALSE	TRUE
	Housekeeping and Maintenance
•House Status Report •Housekeeping Status Report •Reservation Pre-Blocked Report •Room Report •Room Status Report •Room Types •Vacant Rooms Report	All Rooms	Provides the current status of every room in the hotel, including occupancy status, housekeeping status, date last occupied, date last cleaned and last service type.	dynamic_All_Rooms	Maintenance	TRUE	TRUE	FALSE	FALSE
•Room Discrepancy Report	Discrepant Rooms	Provides a list of discrepant rooms where housekeeping has one occupancy status (ex: occupied) and Front Desk has another (ex: vacant).	dynamic_Discrepant_Rooms		TRUE	TRUE	FALSE	FALSE
•Housekeeping Forecast Report	Housekeeping Forecast	Provides a look ahead at the housekeeping services required (check-outs, stayover, etc.) by room type on a defined date.	dynamic_Housekeeping_Forecast	Housekeeping	TRUE	TRUE	FALSE	FALSE
•Task Sheet Report (Housekeeping)	Housekeeping Sheet	Provides a list of all activity in every room of the hotel. Print this report to use in creating housekeeping task assignments.	dynamic_Housekeeping_Sheet	Housekeeping	TRUE	TRUE	FALSE	FALSE
	Housekeeping Summary	Housekeeping summary is a list by room number containing service type completed, room status, occupancy status, if guest refused services, DND, housekeeper assigned and any remarks.	dynamic_Housekeeping_Summary	Housekeeping	TRUE	TRUE	FALSE	FALSE
•Out of Order by Reason Report	Maintenance Activity	Provides a list of all maintenance activities for a defined date or period. Report provides a list of open and closed items, maintenance type, reason, start date, end date, number of days open, user who opened request and remarks.	dynamic_Maintenance_Activity	Maintenance	TRUE	TRUE	FALSE	FALSE
	Maintenance Summary	Provides a list of all maintenance items previously worked on.	dynamic_Maintenance_Summary	Maintenance	TRUE	TRUE	FALSE	FALSE
	Room History	Provides a break down by room number of the most current action performed, the current status of the room and the date and time the last action was performed.	DYNAMIC_ROOM_STAY_HISTORY		TRUE	TRUE	FALSE	FALSE
	Room Service Requests			Housekeeping	FALSE	FALSE	FALSE	FALSE
	Room Status History	Provides a historical look at room status history, summary by service type, summary by room types.	dynamic_Room_Status_History		TRUE	TRUE	FALSE	FALSE
	House Accounts
	House Accounts	Provides a list of current house accounts, date open, status, total charges, total payments and balance.	dynamic_House_Accounts	General Manager	TRUE	TRUE	FALSE	FALSE
	Companies
•Aging Summary of All Accounts •AR Activity •AR Ledger	Accounts Receivable Activity	Current to-date accounts receivables activity report.	ACCOUNTS_RECEIVABLE_ACTIVITY		TRUE	TRUE	TRUE	FALSE
•Aging Summary of All Accounts	Direct Bill Aging	Provides a list of companies current balance and if the company has 30, 60, 90, 120 or 150+ past due balance.	dynamic_Direct_Bill_Aging		TRUE	TRUE	TRUE	FALSE
	Invoice Details	Provides a list of invoice details for a defined date or period. Report includes invoice date, invoice number, status, confirmation number, guest name, billing date, payments, unsettled amount, room revenue, taxes, etc.	dynamic_Invoice_Details		TRUE	TRUE	TRUE	FALSE
	Invoice Summary	List of invoices and there status for a defined date or period. Report includes company name, open invoice count, closed invoice count, open invoice amount, closed invoice amount and total invoice amount.	Invoice_Summary		TRUE	TRUE	FALSE	FALSE
•Profile Production - Summary Report •Profile Productivity Statistics Detailed Report	Top Accounts	Provides a list of the properties top accounts. Report includes company name, company type, number of reservations, in-house, room nights, guest and revenue for a defined date or period.	dynamic_Top_Accounts		TRUE	TRUE	TRUE	TRUE
	Ledger Balance
	Closed Folio Balances	Provides a list of closed folio balances (checked out, no show or cancelled) for general reservations and groups. Report also includes net totals and balances.	dynamic_Closed_Folios_Balance	r	TRUE	TRUE	TRUE	FALSE
	Direct Bill Ledger Details	Provides details for accounts receivables, invoices and settlements.	DYNAMIC_DIRECT_BILL_LEDGER	Accounting	TRUE	TRUE	TRUE	FALSE
	Guest Ledger Details	Provide guest ledger details for in-house guests, advance deposits and closed folio for a defined date.	DYNAMIC_LEDGER_DETAILS	Accounting	TRUE	FALSE	FALSE	FALSE
	House Account Folio Balances	Provides a list of house account folio balances as of a defined date.	DYNAMIC_HOUSE_ACCOUNT_BALANCES		TRUE	TRUE	TRUE	FALSE
•Open Balance All Guests	In House Guest Folio Balances	Provides a list of in-house guest folio balances. Report provides guest confirmation number, room number, name, check-in date, check-out date, today's charges, today's payments and net change and today's ending balance.	DYNAMIC_IN_HOUSE_GUEST_BALANCES	Front Office	TRUE	TRUE	TRUE	FALSE
	Tax
•Financial Transactions with Generates Report •Tax Exempt	Tax Report	Provides tax summary breakdown (city tax, sales tax, state tax), exempted tax details and non exempted tax details.	dynamic_Tax_Report	Accounting	TRUE	TRUE	TRUE	FALSE
	Downtime Report
	Arrivals	List of arrivals by defined date.	dynamic_Arrivals	Front Office	TRUE	TRUE	FALSE	FALSE
	In House Guest Balances	Provides a list of room rate, folio balance, credit balance, outstanding balance and payment method on reservations that are in house			TRUE	TRUE	TRUE	FALSE
	Guest
	International Guest Detail Report *for required countries only*	A list of international guest details (name, address, phone, email, ID card type, check-in date, check-out date, current reservation status, etc) for a defined period.	dynamic_International_Guest_Detail_Report		FALSE	FALSE	FALSE	FALSE
	TrainKey
	TrainKey Sessions	A list of completed TrainKey session by topic and user.	dynamic_TrainKey_Sessions		TRUE	TRUE	FALSE	FALSE