The Reserve Everything system includes several reports to help providers 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 provider'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.

Provider - Orders entered by provider admins or employees.

Customers & Provider - Include all orders that were placed by customers online, and provider 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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