Chexta
HomeHelp Center
Reports

Report Export

Exporting reports in Excel, PDF, and CSV formats, email scheduling, and dashboard configuration.

1 Aralık 2025

Report Export

The report export feature is an important function that enables reports generated in the hotel management system to be saved and shared in different formats. With this feature, reports can be archived digitally, shared with external stakeholders, and integrated with different software.

Excel Format

Excel format is the most frequently used export format for reports. Excel files preserve the table structure, allowing advanced data analysis. Operations such as creating pivot tables, adding formulas, and generating charts can be easily performed in Excel. The accounting department especially takes revenue-expense reports in Excel format and transfers them to their own financial statements. During Excel export, column headers, number formats, and date formats are automatically arranged.

PDF Format

PDF format is used to save reports in a print-ready and non-editable format. The hotel logo and contact information are automatically added to the header of PDF reports. PDF reports are especially preferred in external audit processes, account reconciliations with agencies, and legal reporting requirements. It is the most reliable way to share without disrupting the visual layout of the report.

CSV Format

CSV format enables data to be exported in a plain and structured format. CSV files are ideal for data transfer between different software. Data transfer to accounting software, business intelligence tools, or custom analysis platforms is done via CSV. For large data sets, the file size of CSV format is much smaller compared to other formats.

Email Scheduling

The email scheduling feature enables designated reports to be automatically sent to relevant people at regular intervals. The daily occupancy report can be sent to the general manager every morning, the weekly revenue report to the finance director every Monday, and the monthly performance report to the hotel owner on the first day of each month. Format, recipient list, and sending frequency can be configured separately for each scheduled report.

Scheduled Reports

Scheduled reports are reports that are automatically generated at a specific date and time and archived in the system. Periodic reports such as month-end closing, end-of-season evaluation, or annual summary can be scheduled, reducing manual workload.

Dashboard Configuration

Dashboard configuration enables the most important performance indicators to be summarized on a single screen. Metrics such as occupancy rate, average room rate, total revenue, and guest satisfaction are visualized with real-time updated charts. Each user can customize their own dashboard layout and highlight the data they need most.

ExcelPDFCSVexport