Reports - Transaction Report

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This article will assist you in running a variety of financial reports for your property from the transaction report section. 

Step 1: Log into myfrontdesk by Cloudbeds

Step 1: Log into myfrontdesk by Cloudbeds
 

Step 2: Go to "Reports" Tab

Step 2: Go to "Reports" Tab
 

Step 3: Use the filter to specify what type of report you want to generate

1) From Date - Use this section to select the START date you want to report to begin.

2) To Date - Use this section to select the END date you want to report to stop.

3) User - This section can be modified to only show 1 or all users. It is defaulted to ALL users

4) Description: This is the main section that will allow you to generate a variety of reports depending on which  description is chosen.

  • Income Report - Uncheck "Select all Debits" section - this will leave only Credits (Payments) selected
  • Room & Tax Report - Uncheck "Select all Debits" & "Select all Credits", once that is done and everything is unchecked, go to Debits and click on Room Rate as well as Taxes and Fees.
  • Items & Services Reports - Uncheck "Select all Credits" and Uncheck those debits not associated to Items & Services.

5) Group By - Depending on the type of report, you will want to either Group by Date or Description

6) Sub-group By - Depending in the type of report you will want to sub group by room number or description.

7) Adjustments - All adjustments are defaulted to show in reports, you can modify to your discretion.

Click APPLY to generate report

Step 3: Use the filter to specify what type of report you want to generate
 

Income Report - Sample

  1. In the description section - Uncheck "Select all Debits" section - this will leave only Credits (Payments) selected
  2. Grouped by Date - Sub Grouped by Description
Income Report - Sample
 

Room & Tax Report

  1. In the description section - Uncheck "Select all Debits" & "Select all Credits", once that is done and everything is unchecked, go to Debits and click on Room Rate as well as Taxes and Fees.
  2. Grouped by Description - sub grouped by date

 

Room & Tax Report
 

Items & Services

  1. In the description section - Uncheck "Select all Credits" and Uncheck those debits not associated to Items & Services.
  2. Grouped by Description , Sub Grouped by Date
Items & Services
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