Generate a report
Create a new report by picking a type, date range, branch, and filters.
Open in dashboardReports
Overview
Generate a report by filling in the report type, date range, branches, and any type-specific filters. The report is queued and becomes downloadable once ready.
When to use it
- Pulling a monthly sales summary
- Generating a regulatory filing for the current period
- Extracting staff commission data for payroll
- Exporting a compliance snapshot for audit
How to use it
Video tutorial coming soon
- Go to Reports.
- Click Generate Report in the page header.
- Fill the form:
- Report type (required)
- Date range
- Branches (multi-select)
- Custom filters per type (room, category group, payment methods, sale status/type, etc.)
- Name for the report
- Click Generate.
- A new row appears in the list with status DRAFT → GENERATING → READY (or ERROR).
Tips & gotchas
- Generation runs in the background — you don't have to wait on the form.
- Status polls automatically — refresh isn't needed.
- If the report errors, the row shows an error message; delete and retry.