Reservation Money Detail Export

This report is used for:

Exporting the following details from your RMS

 

Before you begin:

Go to Management Reports>Reservation Money Detail Export

Choose from the following:

 

Current /Archive: [Current] , [Archive], or [Both]

Do you want to use the Current file?  Archive file or combine data from both files?  Archived files contain data from old reservations or after owner statements are finalized.

Beginning Date:

Enter the beginning date for your report.

Ending Date

Enter the ending date for your report

Date Field: [Arrival], [Departure], [Date Resv Made]

Choose how you want to select reservations by arrival, departure date or the reservations was booked.

Sort By: [Owner], [Unit], [Resv]

Choose how you want the reservation to be sorted, by owner, by unit or by reservation number.

Column Headers: Yes or No?

Choose “Yes” to include column headers in the output.  Choose “No” if you do not want to export column headers.

Output file name

Hosted users must enter the report as follows:

RMSFILES\EXPORTS\RESVMONEY.CSV where RESVMONEY.CSV can be any name for the report.  PC based users may name the file as they wish such as EXPORTRESVMONEY.CSV

 

Status to include: Enter X,  [All], [Done]

Enter the letter of the reservation status to include on the report and choose [Done] when finished.  Select [All] to include reservation status’ A,B, C, CY, D and E.

Items to include: [All], [Equipment], [Charges], [Amenities], [Travel Insurance]

Select specific items to include on the report or choose [All].

 

Choose [Exit] or [Continue]

Choose [Exit] to abandon your query, click [Continue] to Continue with report, and Yes.

 

The report will be exported to your RMS Directory or your RMSFiles.

 

PC based users will navigate to their RMS directory to retrieve the file.

Hosted users may use

 

REMINDER: Hosted users must enter the report as follows:

RMSFILES\EXPORTS\RESVMONEY.CSV where RESVMONEY.CSV can be any name for the report.RMSFILES\EXPORTS\RESVMONEY.CSV