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How to use Reports, the Report Builder and accounting codes

Learn how to download reports, build custom reports with the Report Builder, and use accounting codes to streamline accounting and data analysis.

Alex avatar
Written by Alex
Updated over a month ago


Overview

Amenitiz provides two reporting tools to help you analyse your activity:

  • Standard reports, such as Charges, Revenue, Registered payments, Occupancy, and more.

  • The Report Builder, which allows you to create fully customised reports based on bookings, guests or payments.

If you use accounting codes for your extra charges, these can also be included in your exported reports to simplify transaction classification and accounting workflows.

This article explains how to:

  • Access, search and download standard reports

  • Email reports directly from your dashboard

  • Build personalised reports with the Report Builder

  • Configure and use accounting codes within reports


Step-by-step instructions

1. Access and download standard reports

  • Go to Reports in the left-hand menu of your admin space.

  • Click the Reports subsection.

  • Browse the list of predefined reports (Charges, Revenue, Registered payments, Occupancy, etc.).

  • Use the search bar to filter reports by title or keyword.

  • Click on a report to open it, then download it if available.


2. Email reports to yourself or another recipient

  • In the Reports subsection, tick the checkbox next to one or several reports.

  • Select the option to send reports by email.

  • Enter the email address of the recipient.

  • Confirm the action.

  • A notification will appear in the top-right corner confirming that the reports have been sent.


3. Access the Report Builder

  • Go to Reports in the left-hand menu.

  • Select Report Builder.

  • Click Create a new report or Duplicate an existing one.


4. Choose your dataset

Select one dataset to determine the type of information the report will contain:

Bookings

Includes:

  • Booking reference, booking status, source

  • Check-in/out dates, booking date

  • Total amount, amount due, number of guests, number of rooms

  • Room type, extras booked

  • Room revenue, extras revenue, taxes, OTA commission

  • Guest requests and comments

Clients

Includes:

  • Full name, ID type/number

  • Address, city, postal code, country

  • Phone number, email

Payments

Includes:

  • Payment date, amount

  • Payment method, transaction type

  • Payment status

  • AmenitizPay commission

💡 Tip

Use the search bar above the field list to quickly find fields when building complex reports.


5. Build and export your custom report

  • Select the fields/columns you want to include.

  • Add filters if needed (e.g. booking status, payment status, countries, date ranges).

  • Export the report in CSV format.


6. Set accounting codes for extra charges (optional)

To include accounting codes in exports, assign them to your extra charge categories:

  • Go to Extra charges in your menu.

  • Click Your categories.

  • Select Create a category or edit an existing one.

  • Enter the Accounting code.

  • Save your changes.

Accounting codes will now appear in reports that include columns related to extra charges.


Troubleshooting / FAQs

I cannot find a report in the list.

Try using the search bar by title or keyword. If it still doesn’t appear, check your permissions or contact Support.

I did not receive the emailed reports.

Confirm the email address entered and check your spam folder. Resend them if needed.

My Report Builder export is empty.

Your filters may be too narrow. Remove or widen them and try again.

Accounting codes do not show in my export.

Confirm the code is added to the extra charge category and that your report includes extra-related fields.

Can I mix data from several datasets in one report?

No. Each report is based on a single dataset.


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