Table of Contents
Getting Started
     Quick Start Guide
Bed & Breakfast Setup
     Bed & Breakfasts
     Bed & Breakfast Information
     Room Groups
     Room Types
     Documents & Files
     Location Information
     Store Items
Reservation System
     Adding Reservations
     Editing Reservations
     Weekly Payouts
     Reservation Settings
     Reservation System Plugin
     Search Orders
     Room Rates
     Tax Rates
     Block Off Rooms
     Customer Service

The BnB Res system includes several reports to help bed & breakfasts manage and track sales and reservations.

Available Reports

  • Order Report - The order report provides overall sales information of a purchase and includes customer information and financial details such as: Total, Fees, Amounts Paid, and Amount Due.
  • Order Detail Report - The order detail report provides some similar information to the order report but is broken down by Order number, Reservation number, and Receipt number. This report includes some financial information but does not include Fees, Amount Paid, or Amount Due which are at the order level.
  • Customer List - The customer list report provides a distinct list of customers and their contact information.

    To access reports, click on the 'Reports' option from the bed & breakfast's menu.

    Filter Options

    The reports page has several options available for generating customized reports.

    Date Filtering:

  • Start Date - Only applicable to the Order Detail report.
  • End Date - Only applicable to the Order Detail report.

    The date range can be used to filter by the following:
  • Order Date - Date of when the purchase was made.
  • Reservation Date - Date of when the reservation occurs.

    Include Orders Placed By:
  • Customers - Orders that were placed by customers online.
  • Bed & Breakfast - Orders entered by bed & breakfast admins or employees.
  • Customers & Bed & Breakfast - Include all orders that were placed by customers online, and bed & breakfast admins and employees.

    Report Formats:
  • Excel
  • PDF

    After selecting all of the desired report options, click the 'Create Report' button. You will be provided with a link to download the report and given a username and password to enter at the secure login prompt.

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