Applies to:

Stayntouch PMS

Night Audit Reports Setup & Review

To set up automated night audit reporting for your property, begin by navigating to Reports > Schedule a Report/Export > Scheduled Reports.

To set up automated night audit reporting for your property, we'll begin by navigating to Reports

Select 'Reports' from the navigation bar on the left side.

Click on 'Schedule a Report/Export' from the Reports dropdown menu.

Under Scheduled Reports, you can create a new report schedule by selecting the NEW REPORT SCHEDULE button in the top righthand corner.

Under Scheduled Reports, we have the option to crate a new report schedule, by selecting the 'New Report Schedule' button, in the "top right corner".

Here, you'll see a list of all available reports to choose from and schedule. We will begin by looking at the Cancellation & No Show Report.

Here, we see a list of all available reports that we can choose from, to schedule. We will begin by looking at the Cancellation and No Show Report.

As an example, here we are including only no show reservations to make this a No Show Report.

As an example, here we are including only no show reservations, to make this a "No Show Report"

Different reports will come in different formats, and you can choose whichever is best for your purposes.

Different reports will come in different formats, and you can choose whichever is best for your purpose

Click the SCHEDULE DETAILS button to proceed to the next step.

Click on the 'Schedule Details' button to proceed to the next step.

For most reports, we want to choose Run During End Of Day as our repeat format.

For most reports, we want to choose run during End Of Day as our repeat format

Next, click DISTRIBUTION LIST.

next we Navigate to the 'Distribution List'

Select the delivery method for the report from the dropdown menu in the Distribution List section.

Select the delivery method for the report from the dropdown menu in the 'Distribution List' section.

In this example, we want this to be emailed. Next, we'll click the ADD RECIPIENT field.

In this example we want this to be emailed. Next we click on the "ADD RECIPIENT button"

In the ADD RECIPIENT field, you can enter a full email address and hit enter on your keyboard to have it saved. You can also begin typing in the name of an existing user within the system, and then hit enter to select that user's email. More than one email address can be entered if required.

In the recipient field, you can enter a fulll email address and hit enter on your keyboard, to have it saved. You can also begin typing in the name of an existing user within the system, and then hit enter to select that user's email. More than one email address can be entered if required.

Moving forward, we will select some of the other most commonly used reports for night audit reporting.

Moving forward, we will select some of the other most commonly used reports for night audit reporting

The Comparison Report gives a managerial overview of the performance of the property for the day.

the Comparison Report gives a managerial overview of the performance of the property on the day

The Complimentary Rooms Report shows complementary rooms from the previous date.

The Complimentary Rooms Report will show complementary rooms from the previous date.

Other useful reports include Daily Production by Rate Report…

Our Daily Production by Rate Report…

The Daily Transactions Report...

The Daily Transactions Report

The Financial Transactions Adjustment Report…

The Forecast Report (shows the forecast for the selected date range)…

The Forecast Report will show us, for the selected date-range…

The In-House Guests Report (can be delivered by room)...

"In-house guests" can be delivered by room

The Occupancy & Revenue Summary Report…

The "Occupancy & Revenue Summary" report…

The Rate Adjustment Report...

Next, the "Rate Adjustment Report"

The Rooms Out Of Order/Out Of Service Report...

The "Rooms Out Of Order /: Out Of Service" Report..

Moving back to the list of scheduled reports, users with permission may also click on Scheduled Exports in the navigation bar to manage scheduled exports.

Moving back to our list of scheduled reports…

Users with permission may also click on "Scheduled Exports" in the navigation bar to manage these.

Much like a scheduled report, begin by clicking the NEW EXPORT SCHEDULE button to create a new export schedule.

Much like a scheduled report, we begin by pressing the "NEW EXPORT SCHEDULE button" to create a new export schedule.

Any scheduled exports that might be useful for you can be scheduled in the same way as scheduled reports.

Any that might be useful for you can be scheduled in the same way

Custom Exports is the third option for users.

'Custom Exports' is the third option for users

Press the NEW EXPORT button in the top right corner to see which data tables are available.

Press the 'NEW EXPORT SCHEDULE' button in the top right corner to see what data tables are available

Based on your needs, you can create a filtered export to be scheduled when most useful.

Based on your needs, you can create a filtered-export to be scheduled when most useful.

For a quick review of payments and transactions, remember that Financials > Journal can be a good option, too.

For quick reviews on payments and transactions

remember that the Journal can be a good option too

You can also further filter from the REVENUE tab of the Journal...

We can also further filter by Revenues

...as well as from the PAYMENTS tab.

or filter by Payments

Here, we see one Direct Bill payment for today.

Here we see one Direct Bill Payment for today

If you need more details, you can select the orange hyperlinked confirmation number or account number.

If we need more details we can select the orange hyperlink Confirmation number or Account number.