Reports & Analytics
The Report menu is where owners, managers, finance staff, and reservations leads go to see the numbers behind the business: revenue and profit, booking pace and sources, occupancy, hotel performance indicators, dive activity, and raw data exports. Every report reads your existing bookings, payments, and dive logs — there is nothing extra to set up before you can use them.
Note: Each report page needs two things: a data permission (noted per page below, for example Bookings or Booking payments) and your role's matching Report switch — Booking Reports, Finance Reports, Dive Reports, or Hotel Metrics. Both are on by default for new roles; an administrator manages them under Settings → User Roles. See Settings & Administration. Export only needs its permission — it has no separate switch.
In this chapter
- Which report answers which question
- Before you start: shared controls
- Finance report
- Itinerary report
- Booking report
- Occupancy report
- Hotel Metrics
- Dive report
- Export
Related chapters
- Bookings & Reservations — booking statuses, no-shows, and the Occupancy planner's own day-to-day Report tab.
- The Folio & Invoicing — the line items summarised in Profit/Loss and the Invoice export.
- Finance — payments, banks, and cash flow behind the Finance report.
- Point of Sale — POS sales feeding the Product breakdowns and the POS export.
- Dive Operations — dive logs, sites, and guides behind the Dive report.
- Master Data: Accommodation — itineraries, vessels, and rooms referenced by the Itinerary and Occupancy reports.
- Master Data: Commerce — products, product categories, and agencies referenced throughout the Booking report and Export.
- Settings & Administration — Report switches, user roles, Booking Settings, and export/print templates.