Custom Reports and Filters

Custom Reports and Filters

Custom report and filter features are powerful tools that enable users to create reports according to their own needs beyond standard reports and to filter existing reports in detail. With these features, each user can find answers to their specific questions and examine data from different angles.

Date Range Filter

The date range filter is the fundamental filtering criterion for all reports. The user selects start and end dates to view only the data for the relevant period. Ready-made date ranges include today, yesterday, this week, last week, this month, last month, this quarter, and this year options. With the custom date range option, data between any two dates can be extracted. When the date filter is applied, the report updates instantly and only the selected period data is displayed.

Department Filter

The department filter enables reports to be narrowed to a specific department. Selection can be made among front office, food and beverage, housekeeping, spa, accounting, and sales departments. Multiple departments can be selected simultaneously for comparative analysis. The department filter is especially used in revenue and expense reports to examine each department's performance separately.

Comparative Analysis

The comparative analysis feature shows data from two different periods side by side and calculates the percentage change. For example, this month's occupancy rate can be compared with the same month of the previous year, or two different channels' monthly revenue performances can be evaluated together. Comparative reports are an indispensable tool for trend analysis and growth tracking. Percentage changes are highlighted with color codes, with increases shown in green and decreases in red.

Chart View

The chart view presents report data visually. Bar chart, pie chart, line chart, and area chart options are available. The monthly trend of occupancy rates is best displayed with a line chart, department revenue distribution with a pie chart, and channel-based comparison with a bar chart. When hovering over a chart, detailed values are shown as tooltips.

Table View

The table view arranges data in rows and columns. Tables have sorting, grouping, and subtotal features. Sorting in ascending or descending order can be done by clicking on any column. Pagination is activated for large tables, and the number of rows displayed per page can be adjusted.

Custom reports that are created can be saved and rerun with the same filters in the future. Saved reports are listed in the user's own report library and can be accessed with a single click. This eliminates the need to set up the same filters each time.