Custom Exports

Modified on: Wed, 15 Jan, 2020 at 9:45 AM

Applies to:          Rover PMS             Rover Overlay

Custom Exports


We have added the option to create customized exports in Rover from Reports > Schedule a Report/Export > Custom Exports. To make this option available at your hotel, please contact Customer Support.



Once on the Custom Exports page, you will be able to create a custom export by selecting the +NEW EXPORT button. Custom exports can then be configured by choosing from the available data spaces. Once a data space is selected, the available fields for this data space will be available for selection to be included in the export. Below are the available data spaces:


The Reservation Data Space contains reservation related data fields and will export one row per reservation record.


The Stays Data Space contains stay related data fields and will export one row per stay date.


The Financial Transactions Data Space contains financial transactions related data fields and will export one row per financial transaction.


The Groups Data Space contains group related data fields and will export one row per group record.


The Allotments Data Space contains allotment related data fields and will export one row per allotment record.


The Company Data Space contains company related data fields and will export one row per company record.


The Guests Data Space contains guest related data fields and will export one row per guest record.


The Travel Agent Data Space contains travel agent related data fields and will export one row per travel agent record.



Please note, you can name your export by entering an EXPORT NAME at the bottom of the screen and selecting SAVE EXPORT. Rover will also prompt you to SELECT OUTPUT FORMAT as either CSV, XML, or JSON format.



FIELDS


When you choose to run your custom export, you will be able to select which fields you would like to include in your export. You can select as many or as few fields as you desire.



Fields Available for Reservation Data:



Fields Available for Stays Data:



Fields Available for Financial Transactions Data:



Fields Available for Group Data:



SET ORDER & LABELS


Once you have indicated which fields you would like to include in your export, you can set the order in which you’d like them displayed as well as customize the labels as appropriate for your hotel. To customize a label, simply click into the field and begin typing a new label. Custom labels will appear in black font. Likewise, to rearrange the order of the fields, simply drag and drop the fields as desired.



SET FILTERS


To add a filter for your export, simply select +ADD FILTER and choose to filter by Duration, Range, or Options. Please note, you can also select multiple filters of the same type.


Duration filters are available for fields that represent a date range filter.


Range filters are available for fields that represent values.


Options filters are available for fields where specific codes/options are configured for the property, and Rover will list all configured options for the property to be selected as a filter.



If you choose to filter by Duration, you will be asked to select a field under FIELD NAME and then a DURATION.


Similarly, if you select Range, you will need to enter a FIELD NAME and RANGE OPTIONS.


Selecting Options will also prompt you to select a FIELD NAME and choose the desired filter options from the OPTIONS dropdown menu.


FREQUENCY


From the Frequency field you can configure the custom export frequency by the following:

  • REPEATS: Daily, Hourly, Weekly, Monthly, Run Once

  • REPEATS EVERY: Number of Days, Hours, Weeks, Months

  • STARTS ON: Select a day for your custom export to start

  • STARTS AT: Select a time for your custom export to start

  • ENDS ON: 

    • After number of Days, Hours, Weeks, Months

    • On a date

    • Never



DELIVERY


Finally, you can select a DELIVERY METHOD for your custom export from the following options:

  • Email Export Delivery Type: Enter an email address to which to send the export.

  • SFTP Export Delivery Type: Select an SFTP Server to which to send the export. This must be configured from Settings > Hotel & Staff > SFTP Servers.

  • Google Drive: Select a Google Drive location to which to send the export. This must be configured from Settings > Hotel & Staff > Google Drive.

  • Dropbox: Select a Dropbox location to which to send the export. This must be configured from Settings > Hotel & Staff > Dropbox.



Upon entering all of the above information, select SAVE EXPORT, and your custom export will be available for selection on the Custom Exports page. From here, you can add new exports, edit or delete existing exports as desired.

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