Reservation by Rate Plan Report

Use this report to generate a list of reservations based on their rate plan.

 Important to know:

    • This report only shows the rate plans created on Cloudbeds PMS, not those created on OTAs.
    • Only the Room Type booked will be displayed for bookings created with the base rate (standard rate) and the OTA's rate plan.

How to access the reservation by rate plan report

  1. From the Menu Main menu icon.png, go to Classic reports Classic reports.pngand click on Production Reports
  2. Select Reservation by Rate Plan

Applying Filters and Analyzing the Report

You can filter the report by:

  1. Search for reservation #, room #, or name: View a specific reservation by entering the reservation number, room number, or guest name. Leave the field blank to see a complete list of all your guests.
  2. Date Booked
  3. Check-in  Date
  4. Check-out Date
  5. Rate Plans
  6. Room Type
  7. Click Apply to generate the report

The report consists of the following fields:

  1. Reservation Number: Cloudbeds PMS reservation number
  2. Name: The first name of the primary guest
  3. Surname: The last name of the primary guest
  4. Arrival Date: The reservation check-in date
  5. Departure Date: The reservation check-out date
  6. Room Type: The room type that was booked including the rate plan name.

Email and Export To option

Find the Email or the Export To button at the top right corner of the page to send the report via email as an attachment or download it as a PDF or Excel file.

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Comments

2 comments
  • The ability to search reservations (for all sources including OTA, GDS, etc.) by rate plan is functionality that is needed.

    0
  • Hi, Maggie Pline!

    Thank you so much for your comment; we appreciate your feedback 💙

    Please, feel free to access our Cloudbeds Community to submit your idea. Once approved, it will be visible to everyone and available for votes.

    Kind regards!

    0

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