Reporting

Keeping in touch with your Customers

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Keep in touch with your customersAs a business, keeping in touch with your customers is a great way to get repeat business year after year. Sending emails about special offers or newsletters by email or regular mail are wonderful ways to let your customers know about what is going on with your business.  This is great if you are a seasonal business, such as a vacation rental, tour business, or watersports rental, to communicate with customers as your season is ending or during the off season.  You can easily extract your customer’s contact information in the WebReserv System by running a Customer Report.

Creating the report to use for an email marketing campaign can be completed in a few easy steps.

1.     Gather the data and select the options

Go to Frontdesk – Reports.  Choose Customer Report from the list.  On this page, you have different options for the report.

Customer Report Options
Customer Report Options

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Better reservation reports

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A new option on reservation reports makes it easier to filter based on the reservation status. The status field allows you to select which reservations to include in the report. Options are: All, Pending, Confirmed, Canceled and Declined.

Select reservation status for reports

To view and print reports for your reservations, log on to your WebReserv account and go to Frontdesk – Reports.

Printable forms for your booking calendar

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WebReserv has a great new feature: Printable forms.

The printable forms is great news for those businesses that has additional printing needs such as rental agreements, liability release forms and similar forms. You can use the built-in forms or create your own custom forms using the template setup screen.

When you need to print one or more forms, simply open a reservation and click Printer friendly format and select the appropriate form from the drop-down list. You can even print reservation confirmations and other email templates from the menu.

Printable forms

To create your own custom forms, go to Setup – Templates and select Add Template. The template editor allows you to basic styling, such as font selection, bold, italics, underlines and so forth.

Similar to email templates, you can use system keywords to include reservation-specific information including customer information, reservation details, payment details and so forth.

Transaction Report

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You can now view, download and print a report containing all transactions registered in WebReserv. The report includes all automated credit card transactions, credit card transactions performed using the Virtual Terminal and Cash/Check transactions entered for each reservation.

Transaction Report
Transaction Report

To view or print the report, to do Frontdesk – Reports – Transaction Report. Tip: All WebReserv reports can be downloaded as CSV and imported into most spreadsheets and databases.

New reports

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The new reporting module provides reservations and revenue reports that easily can be viewed online, printed or even downloaded to Excel for personal use or tax purposes. Currently you can view or download reservation reports by logging on to your WebReserv account and click Frontdesk – Reports. The reports are available with Silver and Gold accounts.

Reservations Report:
The reservations report shows all valid (pending and confirmed) reservations for a specific date or date range. The report is a convenient way to get a list of each day’s customers and can also be used as a passenger manifest. To run the report, select Frontdesk – Reports, enter in a start date and an end date and format; select HTML for online viewing or printing and CSV for download to Excel.

Reservations Report

Revenue Report:
The Revenue Reports shows revenue on a month-by-month basis. The report includes line items for additional charges, customer options, tax and more. The revenue is calculated on the first day of the reservation, so a reservation from March 29 to May 5 will be included in the March line. To run the revenue report, select Frontdesk – Reports and, type in the reporting year and select HTML or CSV format.

Customer Report
The customer report includes customer contact information and reservation code(s). The customer report will be available by the end of March.

For more information see the full list of reports